AOR Institutional Ownership
iShares Core 60/40 Balanced Allocation ETF
1W: -1.0%
1M: -1.5%
3M: -1.0%
YTD: +5.0%
1Y: +6.6%
3Y: +47.5%
5Y: +33.9%
$68.57
+0.04 (+0.06%)
Weekly Expected Move ±1.1%
$67
$68
$69
$69
$70
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AOR
470
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
66
New Positions
206
Increased
142
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (508 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,957,720 | $134M | +39,766 | +2.1% | 8Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,065,599 | $73M | -118,652 | -10.0% | 54Q | SEC ↗ |
| 3 | Worth Asset Management, LLC | 742,669 | $51M | +52,693 | +7.6% | 5Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 668,197 | $46M | +18,002 | +2.8% | 26Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 586,162 | $40M | -2,972 | -0.5% | 15Q | SEC ↗ |
| 6 | Mesirow Financial Investment Managemen | 565,749 | $39M | +2,633 | +0.5% | 11Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 562,914 | $39M | +45,294 | +8.8% | 50Q | SEC ↗ |
| 8 | MORGAN STANLEY | 524,925 | $36M | -48,534 | -8.5% | 55Q | SEC ↗ |
| 9 | ASPIRIANT, LLC | 515,345 | $35M | +5,921 | +1.2% | 24Q | SEC ↗ |
| 10 | Consilium Wealth Advisory, LLC | 458,638 | $31M | +36,730 | +8.7% | 19Q | SEC ↗ |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | 453,418 | $31M | +41,160 | +10.0% | 8Q | SEC ↗ |
| 12 | Foundations Investment Advisors, LLC | 389,262 | $27M | +35,376 | +10.0% | 12Q | SEC ↗ |
| 13 | Focus Partners Wealth | 336,606 | $23M | -5,805 | -1.7% | 7Q | SEC ↗ |
| 14 | Lebenthal Global Advisors, LLC | 324,439 | $22M | +4,455 | +1.4% | 12Q | SEC ↗ |
| 15 | Madrid Financial Services | 305,776 | $21M | +33,525 | +12.3% | 4Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 300,065 | $21M | +22,365 | +8.1% | 59Q | SEC ↗ |
| 17 | ASSETMARK, INC | 289,947 | $20M | +3,773 | +1.3% | 30Q | SEC ↗ |
| 18 | BSW Wealth Partners | 276,966 | $19M | +25,313 | +10.1% | 15Q | SEC ↗ |
| 19 | Waverly Advisors, LLC | 246,729 | $17M | -8,707 | -3.4% | 52Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 241,716 | $17M | +10,639 | +4.6% | 7Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 227,988 | $16M | +13,482 | +6.3% | 53Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 216,818 | $15M | +69,717 | +47.4% | 26Q | SEC ↗ |
| 23 | UBS Group AG | 187,500 | $13M | -22,630 | -10.8% | 47Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 183,986 | $13M | +4,855 | +2.7% | 23Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 178,223 | $12M | +17,050 | +10.6% | 11Q | SEC ↗ |
| 26 | Ellenbecker Investment Group | 159,634 | $11M | +13,526 | +9.3% | 19Q | SEC ↗ |
| 27 | Phil A. Younker & Associates, Ltd. | 157,991 | $11M | -18,483 | -10.5% | 7Q | SEC ↗ |
| 28 | Creative Planning | 145,147 | $10M | +18,795 | +14.9% | 11Q | SEC ↗ |
| 29 | KESTRA PRIVATE WEALTH SERVICES, LLC | 143,921 | $10M | -12,690 | -8.1% | 13Q | SEC ↗ |
| 30 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 138,313 | $9M | +12,013 | +9.5% | 15Q | SEC ↗ |
| 31 | One Capital Management, LLC | 123,544 | $8M | — | +0.0% | 9Q | SEC ↗ |
| 32 | TRUE Private Wealth Advisors | 122,610 | $8M | -750 | -0.6% | 29Q | SEC ↗ |
| 33 | HANOVER ADVISORS INC | 121,374 | $8M | +53,719 | +79.4% | 5Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 115,031 | $8M | +2,648 | +2.4% | 24Q | SEC ↗ |
| 35 | EIGHT 31 FINANCIAL, LLC | 111,621 | $8M | +1,509 | +1.4% | 10Q | SEC ↗ |
| 36 | Hopwood Nicholas Hunter | 109,627 | $8M | -1,199 | -1.1% | 3Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 105,641 | $7M | +12,294 | +13.2% | 31Q | SEC ↗ |
| 38 | Legacy Wealth Partners, LLC | 98,018 | $7M | +1,757 | +1.8% | 3Q | SEC ↗ |
| 39 | Strategic Family Wealth Counselors, L. | 96,670 | $7M | +2,184 | +2.3% | 26Q | SEC ↗ |
| 40 | Cogent Private Wealth, Inc. | 88,416 | $6M | -19,819 | -18.3% | 3Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 88,383 | $6M | +10,286 | +13.2% | 35Q | SEC ↗ |
| 42 | Prosperity Consulting Group, LLC | 87,427 | $6M | +5,954 | +7.3% | 11Q | SEC ↗ |
| 43 | Wealth Forward, LLC | 86,813 | $6M | +1,097 | +1.3% | 11Q | SEC ↗ |
| 44 | Weaver Consulting Group | 85,989 | $6M | +4,024 | +4.9% | 30Q | SEC ↗ |
| 45 | UNIQUE WEALTH, LLC | 82,611 | $6M | -9,882 | -10.7% | 15Q | SEC ↗ |
| 46 | RWA WEALTH PARTNERS, LLC | 81,939 | $6M | +24,377 | +42.3% | 15Q | SEC ↗ |
| 47 | Reyes Financial Architecture, Inc. | 81,320 | $6M | +78,054 | +2389.9% | 6Q | SEC ↗ |
| 48 | FIRST FOUNDATION ADVISORS | 79,255 | $5M | +4,063 | +5.4% | 15Q | SEC ↗ |
| 49 | Stratos Wealth Partners, LTD. | 77,912 | $5M | +59,526 | +323.8% | 39Q | SEC ↗ |
| 50 | Mariner, LLC | 77,042 | $5M | +15,600 | +25.4% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Almitas Capital LLC | 69,946 | $5M |
| ARQ WEALTH ADVISORS, LLC | 62,159 | $4M |
| BASSO CAPITAL MANAGEMENT, L.P. | 53,294 | $4M |
| TIAA Wealth Investment Management L | 36,472 | $3M |
| Global Assets Advisory, LLC | 35,907 | $2M |
| J.W. COLE ADVISORS, INC. | 35,077 | $2M |
| Global Retirement Partners, LLC | 19,048 | $1M |
| R2 Capital Strategies, LLC | 18,568 | $1M |
| Jupiter Topco LLC | 17,289 | $1M |
| Compass Financial Group, INC/SD | 15,647 | $1M |
| McHugh Group, LLC | 15,000 | $1M |
| ROSENBLUM SILVERMAN SUTTON S F INC | 13,550 | $929K |
| Diversify Advisory Services, LLC | 11,837 | $812K |
| Eddie Patel Inc | 11,709 | $803K |
| Ameritas Advisory Services, LLC | 10,903 | $748K |
| Retireful, LLC | 9,149 | $627K |
| BESSEMER GROUP INC | 8,892 | $610K |
| Snider Financial Group | 7,717 | $529K |
| Montgomery Financial Services LLC | 7,575 | $519K |
| QUANTUM FINANCIAL PARTNERS LLC | 7,364 | $505K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BARCLAYS PLC | 419,700 | $29M |
| CLIFFORD SWAN INVESTMENT COUNSEL LL | 36,440 | $2M |
| AVALON CAPITAL MANAGEMENT | 34,207 | $2M |
| Independent Advisor Alliance | 33,599 | $2M |
| VICTORY CAPITAL MANAGEMENT INC | 28,584 | $2M |
| GTS SECURITIES LLC | 28,004 | $2M |
| JANE STREET GROUP, LLC | 23,608 | $2M |
| Matrix Trust Co | 21,965 | $2M |
| Waterloo Capital, L.P. | 19,733 | $1M |
| Orion Porfolio Solutions, LLC | 17,148 | $1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 13,455 | $923K |
| New Harbor Financial Group, LLC | 9,400 | $645K |
| Envestnet Portfolio Solutions, Inc. | 9,123 | $626K |
| Prospera Financial Services Inc | 7,150 | $490K |
| Canal Capital Management, LLC | 6,766 | $464K |
| Advance Capital Management, Inc. | 6,102 | $418K |
| Maia Wealth LLC | 5,895 | $404K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5,684 | $390K |
| Richmond Investment Services, LLC | 5,379 | $369K |
| Magnus Financial Group LLC | 4,511 | $309K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Reyes Financial Architecture, Inc. | +78,054 | +2389.9% | 81,320 |
| OSAIC HOLDINGS, INC. | +69,717 | +47.4% | 216,818 |
| Stratos Wealth Partners, LTD. | +59,526 | +323.8% | 77,912 |
| HANOVER ADVISORS INC | +53,719 | +79.4% | 121,374 |
| Worth Asset Management, LLC | +52,693 | +7.6% | 742,669 |
| WELLS FARGO & COMPANY/MN | +45,294 | +8.8% | 562,914 |
| JIM SAULNIER & ASSOCIATES, LLC | +41,160 | +10.0% | 453,418 |
| Richard Bernstein Advisors LLC | +40,484 | +262.8% | 55,886 |
| BlackRock, Inc. | +39,766 | +2.1% | 1,957,720 |
| IFG Advisory, LLC | +38,543 | +12847.7% | 38,843 |
| Consilium Wealth Advisory, LLC | +36,730 | +8.7% | 458,638 |
| Foundations Investment Advisors, LL | +35,376 | +10.0% | 389,262 |
| Madrid Financial Services | +33,525 | +12.3% | 305,776 |
| BENJAMIN EDWARDS INC | +28,332 | +88.3% | 60,403 |
| Strategic Blueprint, LLC | +27,296 | +59.6% | 73,066 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +26,875 | +170.1% | 42,673 |
| BSW Wealth Partners | +25,313 | +10.1% | 276,966 |
| RWA WEALTH PARTNERS, LLC | +24,377 | +42.3% | 81,939 |
| ROYAL BANK OF CANADA | +22,365 | +8.1% | 300,065 |
| NATIONAL BANK OF CANADA /FI | +21,845 | +65.6% | 55,167 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -118,652 | -10.0% | 1,065,599 |
| NBT BANK, N.A. | -85,046 | -83.2% | 17,178 |
| WestEnd Advisors, LLC | -66,532 | -83.1% | 13,551 |
| MORGAN STANLEY | -48,534 | -8.5% | 524,925 |
| Elevation Capital Advisory, LLC | -48,228 | -71.8% | 18,986 |
| GOLDMAN SACHS GROUP INC | -28,929 | -89.8% | 3,286 |
| UBS Group AG | -22,630 | -10.8% | 187,500 |
| Cogent Private Wealth, Inc. | -19,819 | -18.3% | 88,416 |
| Phil A. Younker & Associates, Ltd. | -18,483 | -10.5% | 157,991 |
| Dynamic Advisor Solutions LLC | -17,426 | -37.4% | 29,178 |
| Focus Financial Network, Inc. | -15,791 | -61.3% | 9,982 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -12,690 | -8.1% | 143,921 |
| Corient Private Wealth LP | -10,012 | -14.5% | 59,173 |
| UNIQUE WEALTH, LLC | -9,882 | -10.7% | 82,611 |
| Waverly Advisors, LLC | -8,707 | -3.4% | 246,729 |
| Medallion Wealth Advisors, LLC | -7,519 | -98.7% | 101 |
| HighTower Advisors, LLC | -7,401 | -12.8% | 50,340 |
| Gallacher Capital Management LLC | -6,459 | -30.9% | 14,465 |
| Bell Investment Advisors, Inc | -6,257 | -7.6% | 76,120 |
| Focus Partners Wealth | -5,805 | -1.7% | 336,606 |