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 |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -26.1% | 17,755 | $988K |
| AE Wealth Management LLC | 0.01% | Reduce -44.2% | 17,367 | $967K |
| WBH Advisory Inc. | 0.10% | No change | 17,217 | $958K |
| Sigma Planning Corp | 0.03% | Add +124.7% | 17,068 | $950K |
| Greystone Financial Group, LLC | 0.19% | Add +19.2% | 16,980 | $945K |
| PDS Planning, Inc | 0.10% | Reduce -1.9% | 16,572 | $923K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.8% | 15,811 | $880K |
| Private Capital Management LLC | 0.19% | Reduce -13.8% | 15,622 | $870K |
| High Falls Advisors, Inc | 0.22% | Add +5.5% | 15,574 | $867K |
| Sage Financial Group Inc. | 0.08% | Reduce -8.3% | 15,348 | $854K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +0.4% | 15,229 | $848K |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -3.4% | 15,161 | $844K |
| Avalon Capital Management | 0.34% | Add +7.2% | 15,048 | $838K |
| Trilogy Capital Inc. | 0.05% | Reduce -16.2% | 14,896 | $829K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.6% | 14,734 | $820K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.6% | 14,600 | $813K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.2% | 14,505 | $808K |
| Lincoln National Corp. | 0.01% | No change | 14,410 | $802K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -34.7% | 14,400 | $802K |
| Cahaba Wealth Management, Inc. | 0.07% | Reduce -6.5% | 13,914 | $775K |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -15.6% | 13,899 | $774K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -0.5% | 13,464 | $750K |
| Mariner, LLC | 0.00% | Add +0.7% | 13,414 | $747K |
| Silver Oak Securities, Incorporated | 0.11% | New | 12,891 | $718K |
| Fidato Wealth LLC | 0.63% | Add +8.5% | 12,670 | $705K |
| Morton Brown Family Wealth, LLC | 0.29% | Reduce -2.4% | 12,621 | $703K |
| Buttonwood Financial Group, LLC | 0.40% | Add +1.0% | 12,088 | $673K |
| Westmount Partners, LLC | 0.24% | Reduce -3.5% | 11,901 | $663K |
| Cardinal Point Capital Management ULC | 0.13% | Add +0.9% | 11,871 | $661K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -28.7% | 11,813 | $658K |
| CENTRAL TRUST Co | 0.02% | Add +2.3% | 11,697 | $651K |
| Foundations Investment Advisors, LLC | 0.02% | Add +127.2% | 11,578 | $645K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -2.5% | 11,500 | $640K |
| Mission Wealth Management, LP | 0.02% | New | 11,369 | $633K |
| New England Private Wealth Advisors LLC | 0.11% | Add +44.3% | 11,319 | $628K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -1.8% | 11,262 | $627K |
| Cerity Partners LLC | 0.00% | Add +12.0% | 11,031 | $614K |
| Moss Adams Wealth Advisors LLC | 0.10% | Add +103.2% | 10,719 | $597K |
| Tempus Wealth Planning, LLC | 0.26% | Add +2.8% | 10,596 | $590K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 10,527 | $586K |
| TrinityPoint Wealth, LLC | 0.10% | Add +3.0% | 10,463 | $582K |
| NewEdge Advisors, LLC | 0.01% | Reduce -29.3% | 10,399 | $579K |
| Valmark Advisers, Inc. | 0.01% | Add +1.8% | 10,366 | $577K |
| Beacon Financial Advisory LLC | 0.28% | Add +5.7% | 10,317 | $574K |
| Scotia Capital Inc. | 0.00% | Reduce -1.3% | 10,234 | $570K |
| Corrigan Financial, Inc. | 0.14% | New | 10,201 | $568K |
| Mountain Capital Investment Advisors Inc. | 0.16% | Reduce -9.1% | 10,284 | $568K |
| Lido Advisors, LLC | 0.01% | Add +1.9% | 10,043 | $559K |
| Prospera Financial Services Inc | 0.02% | No change | 9,960 | $555K |
| Rothschild Wealth LLC | 0.19% | — | 9,885 | $550K |
| Camarda Financial Advisors, LLC | 0.22% | Reduce -1.9% | 9,800 | $546K |
| Reston Wealth Management LLC | 0.22% | Add +34.9% | 9,779 | $544K |
| RIA Advisory Group LLC | 0.22% | Reduce -37.9% | 9,629 | $536K |
| Integrity Wealth Solutions LLC | 0.35% | Reduce -0.0% | 9,603 | $535K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.5% | 9,472 | $527K |
| Godshalk Welsh Capital Management, Inc. | 0.35% | Add +0.1% | 9,296 | $518K |
| Eudaimonia Advisors LLC | 0.27% | Add +17.8% | 9,252 | $515K |
| Milestone Asset Management, LLC | 0.15% | Add +64.5% | 9,218 | $513K |
| Institute for Wealth Management, LLC. | 0.07% | Add +12.4% | 9,133 | $508K |
| Heirloom Wealth Management | 0.17% | Add +0.1% | 9,076 | $505K |
| FFT Wealth Management LLC | 0.04% | No change | 8,947 | $498K |
| Boston Research & Management Inc. | 0.12% | No change | 8,827 | $491K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 8,793 | $490K |
| Atlas Capital Advisors Inc. | 0.08% | Add +2.1% | 8,761 | $488K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -2.2% | 8,755 | $483K |
| Hubbell Strickland Wealth Management, LLC | 0.24% | Reduce -1.3% | 8,648 | $481K |
| Gallacher Capital Management LLC | 0.24% | Reduce -3.2% | 8,561 | $477K |
| Modera Wealth Management, LLC | 0.01% | Add +16.0% | 8,543 | $476K |
| Equitable Holdings, Inc. | 0.01% | Add +17.1% | 8,542 | $476K |
| Summit Financial Wealth Advisors, LLC | 0.10% | No change | 8,480 | $472K |
| MML Investors Services, LLC | 0.00% | Reduce -79.5% | 8,453 | $471K |
| New Capital Management LP | 0.13% | Add +2.3% | 8,033 | $447K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +4.4% | 7,994 | $445K |
| Napa Wealth Management | 0.23% | Reduce -81.8% | 7,977 | $444K |
| Zimmermann Investment Management & Planning LLC | 0.16% | Reduce -17.9% | 7,787 | $434K |
| Syverson Strege & Co | 0.15% | Add +10.7% | 7,507 | $418K |
| Western Wealth Management, LLC | 0.03% | No change | 7,353 | $409K |
| Gould Capital, LLC | 0.28% | Reduce -1.4% | 7,211 | $401K |
| HUB Investment Partners, LLC | 0.02% | New | 7,074 | $394K |
| Cypress Capital, LLC | 0.11% | Reduce -7.0% | 6,993 | $389K |
| Boston Standard Wealth Management, LLC | 0.09% | Add +24.3% | 6,980 | $389K |
| Efficient Advisors, LLC | 0.02% | Add +1.4% | 6,957 | $387K |
| Weitzel Financial Services, Inc. | 0.20% | Add +15.8% | 6,972 | $386K |
| Roman Butler Fullerton & Co. | 0.14% | No change | 7,190 | $386K |
| Wealthquest Corp | 0.04% | Reduce -8.4% | 6,847 | $381K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.7% | 6,809 | $379K |
| Centaurus Financial, Inc. | 0.03% | Add +6.3% | 6,800 | $379K |
| Philip James Wealth Mangement, LLC | 0.27% | Reduce -9.8% | 6,786 | $378K |
| Strategic Advocates LLC | 0.15% | Reduce -2.7% | 6,774 | $377K |
| RDA Financial Network | 0.13% | Add +0.0% | 6,763 | $377K |
| G2 Capital Management, LLC / Oh | 0.12% | No change | 6,607 | $368K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -5.7% | 6,597 | $367K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.9% | 6,505 | $362K |
| Canal Capital Management, LLC | 0.06% | Reduce -0.2% | 6,483 | $361K |
| Elevate Wealth Advisory, Inc. | 0.31% | Add +0.3% | 6,418 | $357K |
| Capital Analysts, LLC | 0.02% | Add +1.8% | 6,376 | $355K |
| Comerica Bank | 0.00% | Reduce -64.5% | 6,362 | $354K |
| Waterloo Capital, L.P. | 0.04% | Reduce -81.0% | 6,260 | $348K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.0% | 6,257 | $348K |
| DORVAL Corp | 0.16% | New | 6,294 | $342K |
| StoneX Group Inc. | 0.03% | Reduce -4.7% | 6,116 | $340K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.7% | 6,095 | $339K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,840 | $325K |
| CKW Financial Group | 0.04% | Add +4.4% | 5,837 | $324K |
| Sunbelt Securities, Inc. | 0.04% | Add +51.6% | 5,818 | $324K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +0.1% | 5,729 | $319K |
| Brio Consultants, LLC | 0.05% | New | 5,712 | $318K |
| Peregrine Asset Advisers, Inc. | 0.12% | No change | 5,613 | $312K |
| Kowal Investment Group, LLC | 0.07% | Reduce -32.1% | 5,450 | $303K |
| Nvwm, LLC | 0.08% | Add +3.5% | 5,366 | $299K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +9.7% | 5,353 | $298K |
| HRT Financial LP | 0.00% | Reduce -65.4% | 5,298 | $294K |
| Affiance Financial, LLC | 0.08% | Add +0.4% | 5,247 | $292K |
| Divergent Planning, LLC | 0.12% | Reduce -7.3% | 5,244 | $291K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 5,065 | $282K |
| Carret Asset Management, LLC | 0.03% | No change | 5,022 | $280K |
| Cornerstone Planning Group LLC | 0.09% | Reduce -1.9% | 5,091 | $279K |
| Howard Wealth Management, LLC | 0.23% | Reduce -5.0% | 4,984 | $277K |
| Signet Financial Management, LLC | 0.04% | No change | 4,965 | $276K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +2.3% | 4,959 | $276K |
| Clear Point Advisors Inc. | 0.23% | Add +0.6% | 4,945 | $275K |
| Global Retirement Partners, LLC | 0.01% | Add +0.1% | 4,683 | $261K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 4,658 | $259K |
| Berkeley, Inc | 0.16% | Reduce -8.5% | 4,629 | $258K |
| International Assets Investment Management, LLC | 0.03% | Add +7.4% | 4,586 | $254K |
| Eight 31 Financial, LLC | 0.16% | New | 4,489 | $250K |
| Verus Financial Partners, Inc. | 0.03% | Reduce -60.8% | 4,476 | $249K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 4,378 | $244K |
| Landmark Wealth Management, LLC | 0.11% | Reduce -22.0% | 4,322 | $241K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -7.7% | 4,313 | $240K |
| Tyler-Stone Wealth Management | 0.11% | Add +2.9% | 4,308 | $240K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -9.3% | 4,308 | $240K |
| Encompass More Asset Management | 0.20% | Reduce -54.3% | 4,300 | $239K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $239K |
| World Investment Advisors | 0.03% | No change | 4,277 | $238K |
| Archvest Wealth Advisors, Inc. | 0.17% | Add +5.7% | 4,270 | $237K |
| Financial Advocates Investment Management | 0.01% | New | 2,576 | $235K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $234K |
| Sensible Money, LLC | 0.12% | No change | 4,100 | $228K |
| Asset Dedication, LLC | 0.02% | No change | 4,100 | $228K |
| Balanced Wealth Group LLC | 0.10% | Reduce -41.5% | 4,107 | $227K |
| Realta Investment Advisors | 0.05% | New | 4,029 | $224K |
| Brighton Jones LLC | 0.01% | Reduce -53.3% | 4,027 | $224K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +3.3% | 4,018 | $224K |
| Chesapeake Wealth Management | 0.08% | No change | 3,960 | $220K |
| CoreCap Advisors, LLC | 0.01% | New | 3,959 | $220K |
| MAI Capital Management | 0.00% | Add +3.4% | 3,953 | $220K |
| Stonehearth Capital Management, LLC | 0.10% | New | 3,952 | $220K |
| AFS Financial Group, LLC | 0.90% | Reduce -7.2% | 3,851 | $214K |
| Lake Street Private Wealth, LLC | 0.03% | New | 3,663 | $204K |
| Fermata Advisors, LLC | 0.05% | New | 3,615 | $201K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -48.0% | 3,231 | $180K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | Add +1.0% | 2,811 | $156K |
| Parallel Advisors, LLC | 0.00% | No change | 2,773 | $154K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,483 | $138K |
| Wolff Wiese Magana LLC | 0.12% | Reduce -0.4% | 2,464 | $137K |
| EPG Wealth Management LLC | 0.03% | No change | 2,054 | $114K |
| Cwm, LLC | 0.00% | Reduce -42.0% | 2,000 | $111K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.3% | 1,693 | $94K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $94K |
| American Capital Advisory, LLC | 0.08% | Add +5.5% | 1,775 | $89K |
| FMR LLC | 0.00% | No change | 1,378 | $77K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -13.0% | 1,210 | $67K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,190 | $66K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -1.0% | 1,113 | $62K |
| Arax Advisory Partners | 0.01% | Add +1.7% | 1,096 | $61K |
| Bay Harbor Wealth Management, LLC | 0.02% | Add +1.6% | 1,057 | $59K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 1,000 | $56K |
| IFP Advisors, Inc | 0.00% | Add +195.3% | 933 | $52K |
| AllSquare Wealth Management LLC | 0.03% | No change | 903 | $50K |
| Ancora Advisors LLC | 0.00% | Reduce -10.8% | 896 | $50K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $49K |
| Concord Wealth Partners | 0.01% | Reduce -0.6% | 862 | $48K |
| JNBA Financial Advisors | 0.01% | Reduce -0.5% | 852 | $47K |
| Oakworth Capital, Inc. | 0.00% | No change | 850 | $47K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +11.3% | 826 | $46K |
| Elevation Wealth Partners, LLC | 0.02% | Add +26.5% | 807 | $45K |
| Transcendent Capital Group LLC | 0.02% | No change | 723 | $40K |
| Highline Wealth Partners LLC | 0.02% | Reduce -34.1% | 690 | $38K |
| Milestone Investment Advisors LLC | 0.01% | Add +0.1% | 677 | $38K |
| RFP Financial Group LLC | 0.01% | No change | 660 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 660 | $37K |
| Aspire Private Capital, LLC | 0.01% | Reduce -18.9% | 644 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -18.2% | 605 | $34K |
| Burkett Financial Services, LLC | 0.02% | Add +1.1% | 543 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $29K |
| Macroview Investment Management LLC | 0.03% | Reduce -14.9% | 485 | $27K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 432 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 433 | $24K |
| SouthState Bank Corp | 0.00% | No change | 390 | $22K |
| Signaturefd, LLC | 0.00% | No change | 352 | $20K |
| Founders Capital Management | 0.01% | No change | 339 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2242.9% | 328 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3170.0% | 327 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +0.3% | 307 | $17K |
| FSA Wealth Management LLC | 0.01% | Add +1.0% | 302 | $17K |
| MCF Advisors LLC | 0.00% | No change | 271 | $15K |
| Tsfg, LLC | 0.00% | Reduce -52.6% | 265 | $15K |
| Delta Asset Management LLC | 0.00% | No change | 265 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 233 | $13K |
| Archer Investment Corp | 0.00% | No change | 215 | $12K |
| NorthRock Partners, LLC | 0.00% | No change | 204 | $11K |
| Retirement Group, LLC | 0.00% | No change | 200 | $11K |
| US Bancorp \de | 0.00% | New | 200 | $11K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 195 | $11K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 150 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 150 | $8K |
| Planning Capital Management Corp | 0.01% | Reduce -19.8% | 126 | $7K |
| Stephens Consulting, LLC | 0.00% | No change | 110 | $6K |
| McIlrath & Eck, LLC | 0.00% | Add +334.8% | 100 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -45.4% | 100 | $6K |
| BNP Paribas Financial Markets | 0.00% | Reduce -79.8% | 80 | $4K |
| Tompkins Financial Corp. | 0.00% | No change | 73 | $4K |
| Rain Capital Management, LLC | 0.00% | Add +1.5% | 67 | $4K |
| Northwest Capital Management Inc | 0.00% | No change | 55 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 42 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -74.8% | 40 | $2K |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 28 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 35 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 24 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 23 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 18 | $968 |
| Horizon Financial Services, LLC | 0.00% | New | 11 | $612 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 4 | $223 |
| Main Street Group, LTD | 0.00% | No change | 1 | $55 |
"% 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.