iShares Core 60/40 BalancedAORETF
13F holders, Q1 2024 (March 31)325holders
1famous investor
$55.65avg. 13F price*
At the end of Q1 2024, 325 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings. The largest holders were BlackRock Inc. ($87.5M), Bank of America Corp. ($67.9M) and Mesirow Financial Investment Management, Inc. ($34.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $29.0M |
| Exits | 37 | $20.7M |
Ownership 325 holders
| BlackRock Inc. | 0.00% | Add +0.6% | 1,571,166 | $87.5M |
| Bank of America Corp. | 0.01% | Reduce -2.3% | 1,220,257 | $67.9M |
| Mesirow Financial Investment Management, Inc. | 0.78% | Reduce -37.9% | 619,549 | $34.5M |
| Aspiriant, LLC | 0.96% | Reduce -10.6% | 414,900 | $23.1M |
| Wells Fargo & Company | 0.01% | Reduce -83.0% | 407,954 | $22.7M |
| Assetmark, Inc. | 0.07% | Add +17.8% | 382,117 | $21.3M |
| Strategic Wealth Partners Group, LLC | 1.96% | Reduce -1.9% | 318,981 | $17.8M |
| Morgan Stanley | 0.00% | Reduce -38.8% | 317,375 | $17.7M |
| LPL Financial LLC | 0.01% | Add +6.6% | 313,165 | $17.4M |
| Consilium Wealth Advisory, LLC | 9.50% | Add +2.4% | 303,177 | $16.9M |
| Waverly Advisors, LLC | 0.32% | Add +26.1% | 241,670 | $13.5M |
| GeoWealth Management, LLC | 0.51% | New | 238,299 | $13.3M |
| Royal Bank of Canada | 0.00% | Reduce -30.7% | 178,088 | $9.9M |
| Lebenthal Global Advisors, LLC | 2.19% | Add +0.6% | 177,024 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +1.0% | 174,036 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.5% | 170,299 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 163,954 | $9.1M |
| UBS Group AG | 0.00% | Add +0.3% | 160,293 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.0% | 159,995 | $8.9M |
| Bell Investment Advisors, Inc | 1.63% | Add +0.5% | 149,960 | $8.3M |
| Richard Bernstein Advisors LLC | 0.18% | Reduce -14.5% | 148,440 | $8.3M |
| Aveo Capital Partners, LLC | 0.83% | Add +4.0% | 138,696 | $7.6M |
| BSW Wealth Partners | 1.27% | Reduce -11.1% | 134,712 | $7.5M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +6.0% | 119,437 | $6.6M |
| TRUE Private Wealth Advisors | 0.72% | Add +2.3% | 112,878 | $6.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -26.6% | 112,058 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -43.2% | 109,718 | $6.1M |
| Wealth Forward, LLC | 4.54% | Add +1.3% | 103,645 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -64.0% | 93,415 | $5.2M |
| Dakota Wealth Management | 0.13% | Reduce -1.6% | 90,669 | $5.0M |
| Unique Wealth, LLC | 1.36% | Add +2.2% | 86,310 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 83,061 | $4.6M |
| LBMC Investment Advisors, LLC | 0.39% | Reduce -0.5% | 79,982 | $4.5M |
| Patton Albertson Miller Group, LLC | 0.64% | Reduce -2.9% | 76,877 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.1% | 76,490 | $4.3M |
| Weaver Consulting Group | 1.55% | Reduce -0.3% | 75,453 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +12.3% | 75,003 | $4.2M |
| NBT Bank, N.A. | 0.29% | Add +8.4% | 71,700 | $4.0M |
| Marino, Stram & Associates LLC | 0.94% | Reduce -1.4% | 71,671 | $4.0M |
| Ellenbecker Investment Group | 0.80% | Add +4.8% | 68,052 | $3.8M |
| Burt Wealth Advisors | 0.94% | Reduce -1.2% | 66,576 | $3.7M |
| First Foundation Advisors | 0.15% | Add +9.7% | 66,109 | $3.7M |
| Lodestar Private Asset Management LLC | 0.53% | Add +4.6% | 66,099 | $3.7M |
| Brookstone Capital Management | 0.06% | Reduce -2.7% | 62,238 | $3.5M |
| Fort Henry Capital, LLC | 2.44% | Reduce -2.3% | 59,346 | $3.3M |
| Viewpoint Investment Partners Corp. | 2.45% | Add +31.4% | 57,590 | $3.2M |
| Focus Financial Network, Inc. | 0.16% | — | 59,710 | $3.2M |
| Northwest Wealth Management, LLC | 0.86% | Add +1.1% | 56,386 | $3.1M |
| Strategic Family Wealth Counselors, L.L.C. | 1.16% | Reduce -25.5% | 52,895 | $2.9M |
| Retireful, LLC | 1.17% | New | 50,493 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.4% | 50,198 | $2.8M |
| Raymond James & Associates | 0.00% | Reduce -95.2% | 49,939 | $2.8M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -2.1% | 49,556 | $2.8M |
| Focus Partners Wealth | 0.02% | New | 48,903 | $2.7M |
| Ethos Financial Group, LLC | 0.51% | New | 47,628 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.2% | 41,996 | $2.3M |
| Visionary Wealth Advisors | 0.16% | Add +1.4% | 41,875 | $2.3M |
| Cahill Financial Advisors Inc. | 0.31% | Reduce -7.5% | 41,018 | $2.3M |
| FinTrust Capital Advisors, LLC | 0.44% | Add +17.0% | 40,838 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 40,007 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.0% | 39,119 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -84.9% | 38,655 | $2.2M |
| Worth Financial Advisory Group, LLC | 1.46% | Reduce -1.6% | 37,758 | $2.1M |
| WestEnd Advisors, LLC | 0.05% | Reduce -89.6% | 37,106 | $2.1M |
| Prosperity Consulting Group, LLC | 0.25% | Add +78.1% | 36,052 | $2.0M |
| John W. Brooker & Co., CPAs | 1.04% | Reduce -1.0% | 34,929 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +820.4% | 34,755 | $1.9M |
| Syntrinsic LLC | 0.64% | Add +5.6% | 34,438 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -62.1% | 32,863 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -0.9% | 32,016 | $1.8M |
| Legacy Financial Group LLC | 0.35% | New | 31,403 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -4.8% | 30,224 | $1.7M |
| Harbour Investments, Inc. | 0.06% | Add +1.5% | 29,633 | $1.6M |
| RTD Financial Advisors, Inc. | 0.22% | Add +9.3% | 29,165 | $1.6M |
| Harbor Group, Inc. | 0.41% | Reduce -4.5% | 27,661 | $1.5M |
| Integrity Financial Corp | 1.02% | Reduce -0.6% | 26,770 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +18.1% | 26,240 | $1.5M |
| Capital Insight Partners, LLC | 0.26% | Reduce -14.6% | 24,657 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.7% | 24,525 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.32% | Add +4.5% | 24,388 | $1.4M |
| Piedmont Capital Management, LLC | 0.91% | Reduce -1.6% | 24,452 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 23,941 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -49.0% | 23,800 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +151.2% | 23,789 | $1.3M |
| Creative Planning | 0.00% | Reduce -9.9% | 23,769 | $1.3M |
| Intrua Financial, LLC | 0.20% | Add +5.6% | 22,872 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | No change | 22,410 | $1.2M |
| Global Assets Advisory, LLC | 0.72% | Add +3.9% | 21,483 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +66.3% | 21,343 | $1.2M |
| Oxinas Partners, LLC | 0.76% | Add +30.0% | 21,031 | $1.2M |
| SimpliFi, Inc. | 0.54% | Reduce -3.3% | 21,012 | $1.2M |
| Northstar Group, Inc. | 0.24% | Reduce -10.9% | 20,936 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 20,897 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.5% | 20,507 | $1.1M |
| Mutual Advisors, LLC | 0.04% | Reduce -10.2% | 20,009 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -81.2% | 19,921 | $1.1M |
| Bank of Montreal | 0.00% | Add +5.8% | 19,076 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +4.2% | 18,889 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.5% | 18,649 | $1.0M |
| Relative Value Partners Group, LLC | 0.06% | No change | 19,315 | $1.0M |
"% 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.