iShares Core 60/40 BalancedAORETF
13F holders, Q2 2026 (June 30)453holders +41
56new positions
17sold out
2famous investors
$69.53avg. 13F price*
At the end of Q2 2026, 453 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 41 from Q1 2026. 56 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($136.1M), LPL Financial LLC ($74.1M) and Worth Asset Management, LLC ($51.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core 60/40 Balanced
- CUSIP
- 464289867
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $35.1M |
| Exits | 17 | $5.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,742,486 shares bought and 756,231 shares sold, net +986,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| BlackRock, Inc. | 0.00% | Add +2.1% | 1,957,720 | $136.1M |
| LPL Financial LLC | 0.02% | Reduce -10.0% | 1,065,599 | $74.1M |
| Worth Asset Management, LLC | 16.51% | Add +7.6% | 742,669 | $51.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 668,197 | $46.3M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 586,162 | $40.7M |
| Mesirow Financial Investment Management, Inc. | 0.62% | Add +0.5% | 565,749 | $39.3M |
| Wells Fargo & Company | 0.01% | Add +8.8% | 562,914 | $39.1M |
| Morgan Stanley | 0.00% | Reduce -8.5% | 524,925 | $36.5M |
| Aspiriant, LLC | 0.88% | Add +1.2% | 515,345 | $35.8M |
| Consilium Wealth Advisory, LLC | 9.46% | Add +8.7% | 458,638 | $31.9M |
| Jim Saulnier & Associates, LLC | 12.68% | Add +10.0% | 453,418 | $31.5M |
| Foundations Investment Advisors, LLC | 0.28% | Add +10.0% | 389,262 | $27.1M |
| Focus Partners Wealth | 0.02% | Reduce -1.7% | 336,606 | $23.4M |
| Lebenthal Global Advisors, LLC | 3.04% | Add +1.4% | 324,439 | $22.5M |
| Madrid Financial Services | 11.24% | Add +12.3% | 305,776 | $21.3M |
| Royal Bank of Canada | 0.00% | Add +8.1% | 300,065 | $20.9M |
| Assetmark, Inc. | 0.03% | Add +1.3% | 289,947 | $20.2M |
| BSW Wealth Partners | 2.14% | Add +10.1% | 276,966 | $19.2M |
| Waverly Advisors, LLC | 0.10% | Reduce -3.4% | 246,729 | $17.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.6% | 241,716 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.3% | 227,988 | $15.8M |
| Osaic Holdings, Inc. | 0.02% | Add +47.4% | 216,818 | $15.1M |
| UBS Group AG | 0.00% | Reduce -10.8% | 187,500 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 183,986 | $12.8M |
| Cetera Investment Advisers | 0.01% | Add +10.6% | 178,223 | $12.4M |
| Ellenbecker Investment Group | 1.29% | Add +9.3% | 159,634 | $11.1M |
| Phil A. Younker & Associates, Ltd. | 7.40% | Reduce -10.5% | 157,991 | $11.0M |
| Creative Planning | 0.01% | Add +14.9% | 145,147 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Reduce -8.1% | 143,921 | $10.0M |
| Lodestar Private Asset Management LLC | 0.83% | Add +9.5% | 138,313 | $9.6M |
| TRUE Private Wealth Advisors | 0.74% | Reduce -0.6% | 122,610 | $8.5M |
| Hanover Advisors Inc. | 3.04% | Add +79.4% | 121,374 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 115,031 | $8.0M |
| One Capital Management, LLC | 0.22% | No change | 123,544 | $8.0M |
| Eight 31 Financial, LLC | 4.61% | Add +1.4% | 111,621 | $7.8M |
| Hopwood Nicholas Hunter | 2.09% | Reduce -1.1% | 109,627 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 105,641 | $7.3M |
| Legacy Wealth Partners, LLC | 1.53% | Add +1.8% | 98,018 | $6.8M |
| Strategic Family Wealth Counselors, L.L.C. | 1.56% | Add +2.3% | 96,670 | $6.7M |
| Cogent Private Wealth, Inc. | 3.84% | Reduce -18.3% | 88,416 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.2% | 88,383 | $6.1M |
| Prosperity Consulting Group, LLC | 0.23% | Add +7.3% | 87,427 | $6.1M |
| Wealth Forward, LLC | 3.00% | Add +1.3% | 86,813 | $6.0M |
| Weaver Consulting Group | 1.23% | Add +4.9% | 85,989 | $6.0M |
| Unique Wealth, LLC | 0.67% | Reduce -10.7% | 82,611 | $5.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +42.4% | 81,939 | $5.7M |
| Viewpoint Investment Partners Corp. | 1.96% | No change | 57,550 | $5.7M |
| Reyes Financial Architecture, Inc. | 3.17% | Add +2389.9% | 81,320 | $5.7M |
| First Foundation Advisors | 0.20% | Add +5.4% | 79,255 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +323.8% | 77,912 | $5.4M |
| Mariner, LLC | 0.01% | Add +25.4% | 77,042 | $5.4M |
| Patton Albertson Miller Group, LLC | 0.53% | Reduce -6.0% | 76,543 | $5.3M |
| Bell Investment Advisors, Inc | 0.78% | Reduce -7.6% | 76,120 | $5.3M |
| Strategic Blueprint, LLC | 0.25% | Add +59.6% | 73,066 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.8% | 72,388 | $5.0M |
| Almitas Capital LLC | 1.17% | New | 69,946 | $4.9M |
| LBMC Investment Advisors, LLC | 0.26% | Reduce -1.5% | 69,427 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +8.3% | 63,746 | $4.5M |
| Brookstone Capital Management | 0.04% | Reduce -1.3% | 63,832 | $4.4M |
| Arq Wealth Advisors, LLC | 0.53% | New | 62,159 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.0% | 61,200 | $4.3M |
| Fort Henry Capital, LLC | 2.33% | Add +2.2% | 60,855 | $4.2M |
| Benjamin Edwards Inc. | 0.04% | Add +88.3% | 60,403 | $4.2M |
| GeoWealth Management, LLC | 0.13% | Add +1.0% | 59,761 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -14.5% | 59,173 | $4.1M |
| BlueStem Wealth Partners, LLC | 0.41% | Reduce -4.3% | 58,683 | $4.1M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -6.2% | 56,816 | $3.9M |
| &partners | 0.02% | Add +3.8% | 55,969 | $3.9M |
| National Bank of Canada | 0.00% | Add +65.6% | 55,167 | $3.8M |
| Basso Capital Management, L.P. | 0.91% | New | 53,294 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 52,604 | $3.7M |
| Avior Wealth Management, LLC | 0.09% | Add +54.5% | 51,736 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.8% | 50,340 | $3.5M |
| Dakota Wealth Management | 0.07% | Reduce -1.9% | 49,269 | $3.4M |
| Intrua Financial, LLC | 0.32% | Reduce -7.0% | 49,039 | $3.4M |
| Marino, Stram & Associates LLC | 0.53% | Add +1.3% | 47,924 | $3.3M |
| Harbour Investments, Inc. | 0.04% | Add +2.4% | 47,233 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +170.1% | 42,673 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +21.5% | 40,555 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +0.8% | 40,074 | $2.8M |
| IFG Advisory, LLC | 0.09% | Add +12847.7% | 38,843 | $2.7M |
| Cahill Financial Advisors Inc. | 0.26% | Add +0.4% | 38,610 | $2.7M |
| Integrated Advisors Network LLC | 0.12% | Add +0.0% | 37,998 | $2.6M |
| First Heartland Consultants, Inc. | 0.17% | Add +2.5% | 37,900 | $2.6M |
| FAS Wealth Partners, Inc. | 0.13% | Add +6.8% | 36,722 | $2.6M |
| TIAA Wealth Investment Management LLC | 0.02% | New | 36,472 | $2.5M |
| Global Assets Advisory, LLC | 0.54% | New | 35,907 | $2.5M |
| Vines Capital Management, LLC | 2.04% | Add +39.9% | 35,755 | $2.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.1% | 35,317 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 35,077 | $2.4M |
| Weitzel Financial Services, Inc. | 0.82% | Add +28.3% | 35,230 | $2.4M |
| Legacy Advisory Services, LLC | 1.69% | Add +0.8% | 34,481 | $2.4M |
| Visionary Wealth Advisors | 0.09% | Reduce -5.7% | 33,504 | $2.3M |
| Selby Wealth Management, LLC | 0.82% | Add +2.6% | 33,146 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.3% | 32,734 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +6.9% | 30,949 | $2.2M |
| Harbor Group, Inc. | 0.25% | Add +10.2% | 30,830 | $2.1M |
| Westside Investment Management, Inc. | 0.28% | Add +41.1% | 30,810 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 30,316 | $2.1M |
| Bank of Montreal | 0.00% | Add +20.5% | 29,905 | $2.1M |
"% of holder's portfolio" is AOR's weight in each manager's 13F, not the share of iShares Core 60/40 Balanced the manager owns.