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AOR · Insider trading · 13F holders · Congress trades

Ishares Tr (AOR)

Who is buying and selling AOR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
74
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

AOR at a glance

  • No open-market insider purchases or sales of AOR were filed in the last 90 days.
  • 74 13F filers hold AOR among their 50 largest positions, worth $417.5M combined. The biggest bets by portfolio weight are Jim Saulnier & Associates, LLC (12.7%), Madrid Financial Services (11.2%) and Consilium Wealth Advisory, LLC (8.8%). In their latest 13Fs, 0 managers opened a new position and 22 added to one.
  • No member of Congress has disclosed a trade in AOR.

AOR insider trading

No open-market insider purchases or sales of AOR were filed in the last 90 days.

Who owns AOR? Hedge funds and superinvestors

74 13F filers hold AOR among their 50 largest positions, worth $417.5M combined. The biggest bets by portfolio weight are Jim Saulnier & Associates, LLC (12.7%), Madrid Financial Services (11.2%) and Consilium Wealth Advisory, LLC (8.8%). In their latest 13Fs, 0 managers opened a new position and 22 added to one.

13F filers holding AOR
Manager% of portfolioValueSharesLast quarter13F
Mesirow Financial Investment Management, Inc.Institutional asset manager0.6%$39.3M565,749+0.5% sharesQ2 2026
Aspiriant, LLCWealth manager0.9%$35.8M521,896+1.3% sharesQ3 2026
Jim Saulnier & Associates, LLCWealth manager12.7%$31.5M453,418+10.0% sharesQ2 2026
Consilium Wealth Advisory, LLCWealth manager8.8%$29.7M433,300-5.5% sharesQ3 2026
WestEnd Advisors, LLCInvestment manager0.5%$23.2M338,873+2400.7% sharesQ3 2026
Lebenthal Global Advisors, LLCWealth manager3.0%$22.3M324,798+0.1% sharesQ3 2026
Madrid Financial ServicesWealth manager11.2%$21.3M305,776+12.3% sharesQ2 2026
BSW Wealth PartnersWealth manager2.1%$19.2M276,966+10.1% sharesQ2 2026
Worth Asset Management, LLCWealth manager3.8%$12.9M188,089-74.7% sharesQ3 2026
Ellenbecker Investment GroupWealth manager1.3%$11.1M159,634+9.3% sharesQ2 2026
Phil A. Younker & Associates, Ltd.Institutional asset manager7.4%$11.0M157,991-10.5% sharesQ2 2026
TRUE Private Wealth AdvisorsWealth manager0.8%$9.6M139,822+14.0% sharesQ3 2026
Hanover Advisors IncWealth manager3.0%$8.4M121,374+79.4% sharesQ2 2026
Lodestar Private Asset Management LLCWealth manager0.7%$7.9M115,112-16.8% sharesQ3 2026
Eight 31 Financial, LLCWealth manager4.6%$7.8M111,621+1.4% sharesQ2 2026
Hopwood Nicholas HunterInvestment manager2.1%$7.6M109,627-1.1% sharesQ2 2026
Strategic Family Wealth Counselors, L.L.C.Wealth manager1.6%$6.7M98,104+1.5% sharesQ3 2026
Legacy Wealth Partners, LLCWealth manager1.4%$6.6M95,689-2.4% sharesQ3 2026
Cogent Private Wealth, Inc.Wealth manager3.8%$6.1M88,416-18.3% sharesQ2 2026
Weaver Consulting GroupWealth manager1.1%$5.7M83,195-3.2% sharesQ3 2026
Unique Wealth, LLCWealth manager0.6%$5.6M82,107-0.6% sharesQ3 2026
Viewpoint Investment Partners CorpHedge fund1.8%$5.6M57,550+0.0% sharesQ3 2026
Bell Investment Advisors, IncWealth manager0.7%$5.1M74,830-1.7% sharesQ3 2026
Almitas Capital LLCHedge fund1.2%$4.9M69,946—Q2 2026
Lbmc Investment Advisors, LLCWealth manager0.3%$4.8M69,427-1.5% sharesQ2 2026
Wealth Forward, LLCWealth manager2.0%$4.5M65,364-24.7% sharesQ3 2026
BlueStem Wealth Partners, LLCWealth manager0.4%$4.1M58,683-4.3% sharesQ2 2026
Fort Henry Capital, LLCWealth manager2.1%$3.8M56,084-7.8% sharesQ3 2026
Basso Capital Management, L.P.Wealth manager0.9%$3.7M53,294—Q2 2026
Richard Bernstein Advisors LLCHedge fund0.1%$3.6M55,886—Q1 2026

The 30 largest of 74 positions, by value. Each manager counts with its latest 13F (Q3 2026: 48, Q2 2026: 25, Q1 2026: 1). Screen AOR in the grand portfolio →

AOR stock trades by members of Congress

No member of Congress has disclosed a trade in AOR.

AOR questions and answers

Are insiders buying AOR stock?

No open-market insider purchases or sales of AOR were filed in the last 90 days.

Which hedge funds own AOR?

74 13F filers hold AOR among their 50 largest positions, worth $417.5M combined. The biggest bets by portfolio weight are Jim Saulnier & Associates, LLC (12.7%), Madrid Financial Services (11.2%) and Consilium Wealth Advisory, LLC (8.8%). In their latest 13Fs, 0 managers opened a new position and 22 added to one.

Has Congress traded AOR?

No member of Congress has disclosed a trade in AOR.

Who is the largest holder of AOR?

Among 13F filers, Mesirow Financial Investment Management, Inc. reports the largest AOR position, $39.3M (565,749 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Jim Saulnier & Associates, LLC's: 12.7% of its portfolio.

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