ISHARES CORE GROWTH ALLOCATI

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AOR·464289867·US·ETF

AOR (ISHARES CORE GROWTH ALLOCATI) is held by 80 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($136.1M), LPL Financial LLC ($74.1M), JPMORGAN CHASE & CO ($46.3M). Net institutional sentiment: Mixed.

80

Holders

(11 Elite)

$656.1M

Total Value

66% (77)

Consensus

51 buying - 26 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)46

Insider (Form 4)68

Activist (13D/13G)31

Congressional (STOCK Act)66

Holder Quality

85

★★★★★

Elite

89

★★★★

Strong

13

★★★

Solid

51

★★

Below

26

★

Weak

Held by 80 funds

11 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AOR.

Top Holders

Top Holders (80)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	2M(+2.1%)	$136.1M	0.0%	+23.24%	31
LPL Financial LLC	Decreased	1.1M(-10.0%)	$74.1M	0.0%	+22.35%	0
JPMORGAN CHASE & CO	Increased	668,197(+2.8%)	$46.3M	0.0%	+17.03%	30
BANK OF AMERICA CORP /DE/	Decreased	586,162(-0.5%)	$40.7M	0.0%	+22.32%	0
WELLS FARGO & COMPANY/MN	Increased	562,914(+8.8%)	$39.1M	0.0%	+12.53%	32
MORGAN STANLEY	Decreased	524,925(-8.5%)	$36.5M	0.0%	+21.77%	0
FWFocus Partners Wealth	Decreased	336,606(-1.7%)	$23.4M	0.0%	+10.03%	0
ROYAL BANK OF CANADA	Increased	300,065(+8.1%)	$20.9M	0.0%	+15.01%	31
ASSETMARK, INC	Increased	289,947(+1.3%)	$20.2M	0.0%	+62.48%	29
WAWaverly Advisors, LLC	Decreased	246,729(-3.4%)	$17.1M	0.1%	+51.51%	0
RAYMOND JAMES FINANCIAL INC	Increased	241,716(+4.6%)	$16.8M	0.0%	+10.34%	30
OSAIC HOLDINGS, INC.	Increased	216,818(+47.4%)	$15.1M	0.0%	+19.50%	38
UBS Group AG	Decreased	187,500(-10.8%)	$13M	0.0%	+38.71%	0
STIFEL FINANCIAL CORP	Increased	183,986(+2.7%)	$12.8M	0.0%	+8.40%	29
Cetera Investment Advisers	Increased	178,223(+10.6%)	$12.4M	0.0%	+11.69%	31
Creative Planning	Increased	145,147(+14.9%)	$10.1M	0.0%	+12.25%	32
Kestra Advisory Services, LLC	Increased	115,031(+2.4%)	$8M	0.0%	+41.27%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	105,641(+13.2%)	$7.3M	0.0%	+12.69%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	88,383(+13.2%)	$6.1M	0.0%	+45.16%	31
RWA WEALTH PARTNERS, LLC	Increased	81,939(+42.4%)	$5.7M	0.1%	+24.91%	36

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AORISHARES CORE GROWTH ALLOCATI

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer