AOR — ISHARES TR

Ownership history in Efficient Advisors, LLC  ·  50 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in ISHARES TR (AOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.3% (2013 Q4)
Avg. % of fund
0.14%
First filed
2013 Q2
Last filed
2025 Q3
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,508 -1,187 -25.3% 0.01% $226K $63.46
2025 Q2 REDUCED 4,695 -44 -0.9% 0.02% $289K $60.23
2025 Q1 REDUCED 4,739 -205 -4.1% 0.02% $273K $56.07
2024 Q4 REDUCED 4,944 -1,234 -20.0% 0.02% $283K $55.83
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AOR price (monthly, adj. close)

Other funds also holding AOR

As of 2025 Q4 — sorted by position size

Worth Asset Management, LLC 3Y 18.49% JIM SAULNIER & ASSOCIATES, LLC 13.21% Consilium Wealth Advisory, LLC 3Y 7.66% EIGHT 31 FINANCIAL, LLC 3.91% Wealth Forward, LLC 3.18% HANOVER ADVISORS INC 2.53% Fort Henry Capital, LLC 3Y 2.37% Lebenthal Global Advisors, LLC 3Y 2.25% BSW Wealth Partners 3Y 7Y 1.93% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 1.78%
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