iShares Core 60/40 BalancedAORETF
13F holders, Q2 2024 (June 30)339holders +14
35new positions
20sold out
2famous investors
$56.33avg. 13F price*
At the end of Q2 2024, 339 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 14 from Q1 2024. 35 opened new positions and 20 sold out. The largest holders were BlackRock Inc. ($91.0M), Bank of America Corp. ($64.9M) and Mesirow Financial Investment Management, Inc. ($34.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $38.5M |
| Exits | 20 | $9.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,601,530 shares bought and 1,167,085 shares sold, net +434,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 339 holders
| BlackRock Inc. | 0.00% | Add +2.9% | 1,616,004 | $91.0M |
| Bank of America Corp. | 0.01% | Reduce -5.6% | 1,151,858 | $64.9M |
| Mesirow Financial Investment Management, Inc. | 0.78% | Reduce -1.2% | 611,845 | $34.5M |
| Aspiriant, LLC | 1.03% | Add +7.9% | 447,754 | $25.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 402,189 | $22.7M |
| Lebenthal Global Advisors, LLC | 4.48% | Add +105.0% | 362,993 | $20.4M |
| Morgan Stanley | 0.00% | Add +9.7% | 348,268 | $19.6M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 309,415 | $17.4M |
| NorthCoast Asset Management LLC | 0.15% | New | 305,817 | $17.2M |
| Assetmark, Inc. | 0.05% | Reduce -20.7% | 303,079 | $17.1M |
| Consilium Wealth Advisory, LLC | 8.87% | Reduce -4.9% | 288,400 | $16.2M |
| Waverly Advisors, LLC | 0.27% | Add +2.2% | 246,974 | $13.9M |
| UBS Group AG | 0.00% | Add +31.1% | 210,209 | $11.8M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 182,728 | $10.3M |
| Foundations Investment Advisors, LLC | 0.25% | Add +1454.3% | 179,953 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.0% | 172,338 | $9.7M |
| BSW Wealth Partners | 1.51% | Add +21.5% | 163,682 | $9.2M |
| One Capital Management, LLC | 0.31% | New | 162,091 | $9.1M |
| Bell Investment Advisors, Inc | 1.60% | Reduce -3.5% | 144,632 | $8.1M |
| Aveo Capital Partners, LLC | 0.89% | Add +0.3% | 139,060 | $7.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.6% | 138,462 | $7.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +4.7% | 125,104 | $7.0M |
| TRUE Private Wealth Advisors | 0.71% | Reduce -1.4% | 111,288 | $6.3M |
| Truist Financial Corp. | 0.01% | Reduce -2.8% | 106,601 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -38.5% | 104,781 | $5.9M |
| Wealth Forward, LLC | 4.44% | Reduce -2.6% | 100,980 | $5.7M |
| Elevation Capital Advisory, LLC | 2.57% | — | 99,963 | $5.6M |
| Corient Private Wealth LP | 0.01% | Add +146.0% | 98,403 | $5.5M |
| Focus Partners Wealth | 0.02% | Add +93.5% | 94,606 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -15.6% | 94,577 | $5.2M |
| Unique Wealth, LLC | 1.33% | Add +4.8% | 90,412 | $5.1M |
| Dakota Wealth Management | 0.12% | Reduce -4.4% | 86,666 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +246.4% | 82,395 | $4.6M |
| NBT Bank, N.A. | 0.32% | Add +11.8% | 80,148 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.7% | 80,008 | $4.5M |
| Patton Albertson Miller Group, LLC | 0.62% | Add +0.8% | 77,479 | $4.4M |
| LBMC Investment Advisors, LLC | 0.38% | Reduce -3.5% | 77,156 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.2% | 76,659 | $4.3M |
| GeoWealth Management, LLC | 0.18% | Reduce -68.5% | 75,059 | $4.2M |
| Weaver Consulting Group | 1.47% | Reduce -0.9% | 74,787 | $4.2M |
| Marino, Stram & Associates LLC | 0.99% | Add +0.5% | 72,060 | $4.1M |
| Ellenbecker Investment Group | 0.81% | Add +5.5% | 71,769 | $4.0M |
| Lodestar Private Asset Management LLC | 0.53% | Add +3.0% | 68,097 | $3.8M |
| First Foundation Advisors | 0.14% | Reduce -0.2% | 65,951 | $3.7M |
| Burt Wealth Advisors | 0.97% | Reduce -1.4% | 65,655 | $3.7M |
| Brookstone Capital Management | 0.06% | Reduce -2.0% | 60,979 | $3.5M |
| Fort Henry Capital, LLC | 2.43% | Add +0.8% | 59,842 | $3.4M |
| Rwa Wealth Partners, LLC | 0.04% | Add +19.8% | 59,356 | $3.3M |
| Richard Bernstein Advisors LLC | 0.07% | Reduce -61.1% | 57,791 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +855.6% | 55,808 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -65.7% | 54,936 | $3.1M |
| Strategic Family Wealth Counselors, L.L.C. | 1.17% | Add +3.0% | 54,487 | $3.1M |
| Northwest Wealth Management, LLC | 0.70% | Reduce -14.7% | 48,118 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.2% | 48,073 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -49.6% | 47,090 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -7.1% | 46,382 | $2.6M |
| Ethos Financial Group, LLC | 0.46% | Reduce -3.7% | 45,886 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +121.9% | 45,500 | $2.6M |
| Viewpoint Investment Partners Corp. | 2.16% | Reduce -23.9% | 43,830 | $2.5M |
| FinTrust Capital Advisors, LLC | 0.43% | Add +1.6% | 41,513 | $2.3M |
| Cahill Financial Advisors Inc. | 0.32% | Add +0.0% | 41,030 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.5% | 40,107 | $2.3M |
| Prosperity Consulting Group, LLC | 0.30% | Add +9.0% | 39,284 | $2.2M |
| Visionary Wealth Advisors | 0.14% | Reduce -12.2% | 36,758 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.9% | 35,646 | $2.0M |
| Worth Financial Advisory Group, LLC | 1.27% | Reduce -8.7% | 34,474 | $1.9M |
| Syntrinsic LLC | 0.64% | Add +0.5% | 34,616 | $1.9M |
| WestEnd Advisors, LLC | 0.05% | Reduce -7.7% | 34,265 | $1.9M |
| John W. Brooker & Co., CPAs | 0.96% | Reduce -2.6% | 34,013 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 33,537 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -2.5% | 31,211 | $1.8M |
| Retireful, LLC | 0.82% | Reduce -38.8% | 30,905 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -6.7% | 30,661 | $1.7M |
| Harbour Investments, Inc. | 0.06% | Add +1.0% | 29,928 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -2.7% | 29,404 | $1.7M |
| Harbor Group, Inc. | 0.40% | Add +1.5% | 28,067 | $1.6M |
| RTD Financial Advisors, Inc. | 0.21% | Reduce -6.4% | 27,290 | $1.5M |
| Integrity Financial Corp | 0.93% | Reduce -1.7% | 26,304 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -32.0% | 26,286 | $1.5M |
| Legacy Financial Group LLC | 0.28% | Reduce -18.7% | 25,536 | $1.4M |
| Intrua Financial, LLC | 0.23% | Add +8.3% | 24,781 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +68.2% | 24,399 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +1.6% | 24,317 | $1.4M |
| Capital Insight Partners, LLC | 0.26% | Reduce -1.7% | 24,231 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.6% | 24,147 | $1.4M |
| Piedmont Capital Management, LLC | 0.91% | No change | 24,452 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.7% | 23,433 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | No change | 22,410 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.0% | 22,194 | $1.2M |
| Creative Planning | 0.00% | Reduce -9.5% | 21,521 | $1.2M |
| Savvy Advisors, Inc. | 0.39% | New | 21,218 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -10.9% | 21,200 | $1.2M |
| IFG Advisory, LLC | 0.08% | New | 21,083 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | Add +233.2% | 20,849 | $1.2M |
| Oxinas Partners, LLC | 0.78% | Reduce -0.9% | 20,838 | $1.2M |
| SimpliFi, Inc. | 0.54% | Reduce -2.1% | 20,566 | $1.2M |
| Northstar Group, Inc. | 0.23% | Reduce -2.7% | 20,365 | $1.1M |
| Global Assets Advisory, LLC | 1.82% | Reduce -5.6% | 20,282 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +0.4% | 20,090 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.1% | 20,137 | $1.1M |
"% 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.