iSHARES TRUST - AOR

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$1.2B
QoQ value delta ($000)
-$55.23M (-4.4%)
Implied price effect (QoQ)
-1.42%
Shares
Total shares
18,630,176
QoQ shares delta
-580,911 (-3.02%)
Total shares held by funds (by quarter)

Market chart (AOR)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 404 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BlackRock, Inc. 123,420 1,917,954 0.0%
LPL Financial LLC 76,206 1,184,251 0.02%
Worth Asset Management, LLC 44,399 689,976 16.55%
JPMORGAN CHASE & CO 41,040 650,195 0.0%
BANK OF AMERICA CORP /DE/ 37,910 589,134 0.0%
MORGAN STANLEY 36,902 573,459 0.0%
Mesirow Financial Investment Management, Inc. 36,236 563,116 0.59%
WELLS FARGO & COMPANY/MN 33,308 517,620 0.01%
ASPIRIANT, LLC 32,781 509,424 0.93%
Consilium Wealth Advisory, LLC 27,149 421,908 9.26%
JIM SAULNIER & ASSOCIATES, LLC 26,528 412,258 12.91%
FOUNDATIONS INVESTMENT ADVISORS, LLC 22,772 353,886 0.28%
Focus Partners Wealth 22,034 342,411 0.02%
Lebenthal Global Advisors, LLC 20,590 319,984 2.99%
ASSETMARK, INC 18,415 286,174 0.04%
ROYAL BANK OF CANADA 17,870 277,700 0.0%
Madrid Financial Services 17,519 272,251 10.34%
Waverly Advisors, LLC 16,437 255,436 0.12%
BSW Wealth Partners 16,193 251,653 1.98%
RAYMOND JAMES FINANCIAL INC 14,869 231,077 0.0%
Cambridge Investment Research Advisors, Inc. 13,803 214,506 0.04%
UBS Group AG 13,521 210,130 0.0%
STIFEL FINANCIAL CORP 11,526 179,131 0.01%
Phil A. Younker & Associates, Ltd. 11,356 176,474 7.57%
Cetera Investment Advisers 10,371 161,173 0.01%