Who Owns ISHARES TR (AOR)? -- Institutional Holders (2026-06-30)
469 institutions reported holding $1.37B of ISHARES TR (AOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($136.1M), LPL Financial LLC ($74.1M), Worth Asset Management, LLC ($51.6M), JPMORGAN CHASE & CO ($46.3M), BANK OF AMERICA CORP /DE/ ($40.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $136.1M | 2.0M | Added |
| 2 | LPL Financial LLC | $74.1M | 1.1M | Trimmed |
| 3 | Worth Asset Management, LLC | $51.6M | 742,669 | Added |
| 4 | JPMORGAN CHASE & CO | $46.3M | 668,197 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $40.7M | 586,162 | Trimmed |
| 6 | Mesirow Financial Investment Management, Inc. | $39.3M | 565,749 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $39.1M | 562,914 | Added |
| 8 | MORGAN STANLEY | $36.5M | 524,925 | Trimmed |
| 9 | ASPIRIANT, LLC | $35.8M | 515,345 | Added |
| 10 | Consilium Wealth Advisory, LLC | $31.9M | 458,638 | Added |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | $31.5M | 453,418 | Added |
| 12 | Foundations Investment Advisors, LLC | $27.1M | 389,262 | Added |
| 13 | Focus Partners Wealth | $23.4M | 336,606 | Trimmed |
| 14 | Lebenthal Global Advisors, LLC | $22.5M | 324,439 | Added |
| 15 | Madrid Financial Services | $21.3M | 305,776 | Added |
| 16 | Royal Bank of Canada | $20.9M | 300,065 | Added |
| 17 | ASSETMARK, INC | $20.2M | 289,947 | Added |
| 18 | BSW Wealth Partners | $19.2M | 276,966 | Added |
| 19 | Waverly Advisors, LLC | $17.1M | 246,729 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $16.8M | 241,716 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $15.8M | 227,988 | Added |
| 22 | OSAIC HOLDINGS, INC. | $15.1M | 216,818 | Added |
| 23 | UBS Group AG | $13.0M | 187,500 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $12.8M | 183,986 | Added |
| 25 | Cetera Investment Advisers | $12.4M | 178,223 | Added |
Source: SEC Form 13F filings · as of 2026-06-30