AOR — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns AOR? 25 Institutions Hold $30.5M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (AOR)? 25 institutions reported holding $30.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Worth Asset Management, LLC ($12.9M), Weaver Consulting Group ($5.7M), First Heartland Consultants, Inc. ($2.4M).

Rank	Institution	Value	Shares	Change
1	Worth Asset Management, LLC	$12.9M	188,089	Trimmed
2	Weaver Consulting Group	$5.7M	83,195	Trimmed
3	First Heartland Consultants, Inc.	$2.4M	35,003	Trimmed
4	RTD Financial Advisors, Inc.	$1.7M	24,447	Trimmed
5	Farther Finance Advisors, LLC	$1.3M	18,612	Added
6	BOYUM WEALTH ARCHITECTS LLC	$1.2M	17,366	Trimmed
7	Adirondack Capital Advisors, LLC	$890,760	13,000	Hold
8	Stonebridge Financial Group, LLC	$624,083	9,108	Trimmed
9	CX Institutional	$461,000	6,734	Hold
10	CoreCap Advisors, LLC	$456,960	6,669	Added
11	MTCO Ltd.	$443,324	6,470	Hold
12	Boston Standard Wealth Management, LLC	$390,916	5,705	Trimmed
13	Retireful, LLC	$351,096	5,124	Trimmed
14	Box Hill Private Wealth LLC	$348,561	5,087	Trimmed
15	Valeo Financial Advisors, LLC	$303,484	4,429	Added
16	PRIVATE CLIENT SERVICES, LLC	$277,369	4,048	Added
17	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$235,298	3,434	Hold
18	PFW Advisors LLC	$201,547	2,941	New
19	GILPIN WEALTH MANAGEMENT, LLC	$196,584	2,869	Added
20	ELEVATION WEALTH PARTNERS, LLC	$120,706	1,762	Added
21	Bullock Wealth Management Group	$112,758	1,645	Trimmed
22	Sarver Vrooman Wealth Advisors	$2,261	33	Hold
23	Cooper Financial Group	$0	0	Exited
24	ACIMA PRIVATE WEALTH, LLC	$0	0	Exited
25	Aventus Investment Advisors, Inc.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30