Who Owns ISHARES (AOR)? -- Institutional Holders (2026-06-30)

470 institutions reported holding $1.37B of ISHARES (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.

RankInstitutionValueSharesChange
1BlackRock, Inc.$136.1M2.0MAdded
2LPL Financial LLC$74.1M1.1MTrimmed
3Worth Asset Management, LLC$51.6M742,669Added
4JPMORGAN CHASE & CO$46.3M668,197Added
5BANK OF AMERICA CORP /DE/$40.7M586,162Trimmed
6Mesirow Financial Investment Management, Inc.$39.3M565,749Added
7WELLS FARGO & COMPANY/MN$39.1M562,914Added
8MORGAN STANLEY$36.5M524,925Trimmed
9ASPIRIANT, LLC$35.8M515,345Added
10Consilium Wealth Advisory, LLC$31.9M458,638Added
11JIM SAULNIER & ASSOCIATES, LLC$31.5M453,418Added
12Foundations Investment Advisors, LLC$27.1M389,262Added
13Focus Partners Wealth$23.4M336,606Trimmed
14Lebenthal Global Advisors, LLC$22.5M324,439Added
15Madrid Financial Services$21.3M305,776Added
16Royal Bank of Canada$20.9M300,065Added
17ASSETMARK, INC$20.2M289,947Added
18BSW Wealth Partners$19.2M276,966Added
19Waverly Advisors, LLC$17.1M246,729Trimmed
20RAYMOND JAMES FINANCIAL INC$16.8M241,716Added
21Cambridge Investment Research Advisors, Inc.$15.8M227,988Added
22OSAIC HOLDINGS, INC.$15.1M216,818Added
23UBS Group AG$13.0M187,500Trimmed
24STIFEL FINANCIAL CORP$12.8M183,986Added
25Cetera Investment Advisers$12.4M178,223Added

来源：SEC 13F 申报文件 · 截至 2026-06-30