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 |
| Bank of Montreal | 0.00% | Add +2.3% | 19,521 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | New | 19,444 | $1.1M |
| Citadel Advisors | 0.00% | New | 19,401 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +29.0% | 19,002 | $1.1M |
| Silver Oak Securities, Incorporated | 0.15% | Add +42.3% | 18,343 | $1.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.19% | Reduce -25.0% | 18,282 | $1.0M |
| High Falls Advisors, Inc | 0.24% | Add +13.1% | 17,615 | $992K |
| WBH Advisory Inc. | 0.10% | No change | 17,217 | $970K |
| Sigma Planning Corp | 0.03% | Reduce -0.5% | 16,975 | $956K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.8% | 16,662 | $938K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -7.7% | 16,388 | $923K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.0% | 16,126 | $908K |
| AE Wealth Management LLC | 0.01% | Reduce -8.5% | 15,897 | $895K |
| Greystone Financial Group, LLC | 0.17% | Reduce -7.2% | 15,763 | $888K |
| Clearstead Advisors, LLC | 0.01% | New | 15,323 | $863K |
| PDS Planning, Inc | 0.09% | Reduce -8.6% | 15,151 | $853K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -3.4% | 14,649 | $825K |
| Avalon Capital Management | 0.26% | Reduce -2.8% | 14,620 | $823K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.7% | 14,061 | $792K |
| Sage Financial Group Inc. | 0.07% | Reduce -9.0% | 13,966 | $787K |
| Fidato Wealth LLC | 0.69% | Add +9.9% | 13,924 | $784K |
| Oxford Financial Group, LTD. LLC | 0.05% | Add +0.1% | 13,906 | $783K |
| Trilogy Capital Inc. | 0.04% | Reduce -8.8% | 13,584 | $765K |
| Mariner, LLC | 0.00% | Add +0.3% | 13,448 | $757K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +95.7% | 13,326 | $751K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -1.2% | 13,307 | $749K |
| Cahaba Wealth Management, Inc. | 0.07% | Reduce -4.8% | 13,246 | $746K |
| Equitable Holdings, Inc. | 0.01% | Add +51.3% | 12,924 | $728K |
| Morton Brown Family Wealth, LLC | 0.28% | Add +0.5% | 12,686 | $722K |
| Buttonwood Financial Group, LLC | 0.40% | Add +4.2% | 12,591 | $708K |
| Tempus Wealth Planning, LLC | 0.30% | Add +18.5% | 12,556 | $707K |
| Private Capital Management LLC | 0.14% | Reduce -19.9% | 12,519 | $705K |
| Napa Wealth Management | 0.47% | Add +56.3% | 12,469 | $702K |
| CENTRAL TRUST Co | 0.02% | Add +3.8% | 12,141 | $684K |
| Westmount Partners, LLC | 0.22% | Add +1.0% | 12,024 | $676K |
| GTS Securities LLC | 0.01% | New | 11,964 | $674K |
| Mountain Capital Investment Advisors Inc. | 0.16% | Add +10.9% | 11,405 | $654K |
| SageView Advisory Group, LLC | 0.04% | New | 11,562 | $651K |
| Institute for Wealth Management, LLC. | 0.09% | Add +24.8% | 11,397 | $642K |
| New England Private Wealth Advisors LLC | 0.11% | Add +0.3% | 11,349 | $639K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -23.0% | 11,094 | $625K |
| Scotia Capital Inc. | 0.00% | Add +8.3% | 11,088 | $624K |
| TrinityPoint Wealth, LLC | 0.10% | Add +5.3% | 11,014 | $620K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -7.2% | 10,960 | $617K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 10,805 | $609K |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +0.0% | 10,721 | $604K |
| Sanctuary Advisors, LLC | 0.00% | — | 11,009 | $597K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 10,527 | $593K |
| Sunbelt Securities, Inc. | 0.06% | Add +78.7% | 10,394 | $585K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -9.6% | 10,181 | $573K |
| Corrigan Financial, Inc. | 0.14% | No change | 10,201 | $568K |
| Cerity Partners LLC | 0.00% | Reduce -9.3% | 10,003 | $563K |
| Cardinal Point Capital Management ULC | 0.10% | Reduce -16.6% | 9,901 | $558K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.4% | 9,817 | $553K |
| Heirloom Wealth Management | 0.18% | Add +8.0% | 9,804 | $552K |
| Gallacher Capital Management LLC | 0.29% | Add +14.4% | 9,790 | $551K |
| Reston Wealth Management LLC | 0.22% | Reduce -0.1% | 9,768 | $550K |
| Integrity Wealth Solutions LLC | 0.35% | Add +0.8% | 9,677 | $545K |
| Milestone Asset Management, LLC | 0.14% | Add +4.2% | 9,601 | $541K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -61.8% | 9,374 | $528K |
| Godshalk Welsh Capital Management, Inc. | 0.35% | Add +0.0% | 9,298 | $524K |
| Rothschild Wealth LLC | 0.17% | Reduce -6.6% | 9,236 | $520K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.6% | 9,224 | $519K |
| EFG Asset Management (Americas) Corp. | 0.10% | New | 9,167 | $516K |
| Beacon Financial Advisory LLC | 0.19% | Reduce -11.3% | 9,149 | $515K |
| Camarda Financial Advisors, LLC | 0.20% | Reduce -8.6% | 8,960 | $505K |
| FFT Wealth Management LLC | 0.04% | No change | 8,947 | $504K |
| New Capital Management LP | 0.15% | Add +11.2% | 8,936 | $503K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 8,793 | $495K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -0.9% | 8,672 | $495K |
| Modera Wealth Management, LLC | 0.01% | Add +0.8% | 8,613 | $485K |
| Weitzel Financial Services, Inc. | 0.24% | Add +23.6% | 8,620 | $485K |
| Hubbell Strickland Wealth Management, LLC | 0.24% | Reduce -0.9% | 8,570 | $483K |
| Boston Research & Management Inc. | 0.12% | Reduce -3.2% | 8,547 | $481K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 8,504 | $479K |
| Summit Financial Wealth Advisors, LLC | 0.10% | No change | 8,480 | $478K |
| HUB Investment Partners, LLC | 0.02% | Add +12.0% | 7,920 | $446K |
| Lido Advisors, LLC | 0.00% | Reduce -21.7% | 7,863 | $443K |
| Brio Consultants, LLC | 0.07% | Add +35.8% | 7,757 | $437K |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Reduce -4.3% | 7,646 | $431K |
| Fiduciary Financial Group, LLC | 0.10% | — | 7,408 | $427K |
| Orin Green Financial, LLC | 0.19% | New | 7,421 | $418K |
| Philip James Wealth Mangement, LLC | 0.28% | Add +8.2% | 7,344 | $414K |
| &partners | 0.02% | New | 7,143 | $402K |
| Strategic Advocates LLC | 0.16% | Add +3.6% | 7,020 | $395K |
| Zimmermann Investment Management & Planning LLC | 0.13% | Reduce -9.9% | 7,017 | $395K |
| Venturi Wealth Management, LLC | 0.02% | Add +4.3% | 6,882 | $388K |
| Centaurus Financial, Inc. | 0.03% | No change | 6,800 | $383K |
| Boston Standard Wealth Management, LLC | 0.08% | Reduce -3.8% | 6,717 | $378K |
| Cypress Capital, LLC | 0.10% | Reduce -4.5% | 6,682 | $376K |
| G2 Capital Management, LLC / Oh | 0.12% | No change | 6,607 | $372K |
| Wealthquest Corp | 0.04% | Reduce -4.2% | 6,561 | $370K |
| RDA Financial Network | 0.12% | Reduce -3.7% | 6,514 | $367K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.2% | 6,493 | $366K |
| Mason & Associates, LLC | 0.12% | New | 6,491 | $366K |
| Waterloo Capital, L.P. | 0.04% | Add +3.6% | 6,488 | $365K |
| Gould Capital, LLC | 0.26% | Reduce -10.4% | 6,461 | $364K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 6,383 | $360K |
| Canal Capital Management, LLC | 0.06% | Reduce -1.5% | 6,383 | $360K |
| Elevate Wealth Advisory, Inc. | 0.29% | Reduce -1.3% | 6,338 | $357K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -28.8% | 6,241 | $351K |
| DORVAL Corp | 0.15% | No change | 6,294 | $350K |
| Efficient Advisors, LLC | 0.02% | Reduce -11.0% | 6,193 | $349K |
| Valmark Advisers, Inc. | 0.01% | Reduce -42.1% | 6,000 | $338K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 5,989 | $337K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 5,925 | $334K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.0% | 5,788 | $326K |
| StoneX Group Inc. | 0.03% | Reduce -6.2% | 5,740 | $323K |
| Divergent Planning, LLC | 0.13% | Add +7.2% | 5,623 | $317K |
| Peregrine Asset Advisers, Inc. | 0.12% | No change | 5,613 | $316K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +4.0% | 5,568 | $314K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -2.9% | 5,562 | $313K |
| Nvwm, LLC | 0.08% | Add +3.3% | 5,542 | $312K |
| Cornerstone Planning Group LLC | 0.09% | Add +6.5% | 5,422 | $299K |
| Affiance Financial, LLC | 0.08% | Add +0.2% | 5,256 | $296K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +4.2% | 5,169 | $291K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.3% | 5,080 | $286K |
| Clear Point Advisors Inc. | 0.23% | Add +2.1% | 5,049 | $284K |
| Somnio Financial Group, LLC | 0.25% | — | 5,032 | $283K |
| Carret Asset Management, LLC | 0.03% | No change | 5,022 | $283K |
| Signet Financial Management, LLC | 0.04% | No change | 4,965 | $280K |
| Savant Capital, LLC | 0.00% | New | 4,762 | $268K |
| Howard Wealth Management, LLC | 0.21% | Reduce -5.5% | 4,710 | $265K |
| Global Retirement Partners, LLC | 0.01% | Add +0.4% | 4,701 | $265K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 4,658 | $262K |
| International Assets Investment Management, LLC | 0.02% | No change | 4,586 | $258K |
| Jane Street Group, LLC | 0.00% | Reduce -94.0% | 4,479 | $252K |
| Syverson Strege & Co | 0.09% | Reduce -40.5% | 4,465 | $251K |
| Accurate Wealth Management, LLC | 0.06% | New | 4,330 | $248K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 4,308 | $243K |
| Chesapeake Wealth Management | 0.09% | Add +8.7% | 4,305 | $242K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $242K |
| World Investment Advisors | 0.01% | No change | 4,277 | $241K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -1.2% | 4,260 | $240K |
| Encompass More Asset Management | 0.17% | Reduce -1.1% | 4,255 | $240K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +5.8% | 4,249 | $239K |
| MPS Loria Financial Planners, LLC | 0.08% | New | 4,233 | $238K |
| Tyler-Stone Wealth Management | 0.10% | Reduce -1.9% | 4,226 | $238K |
| Western Wealth Management, LLC | 0.02% | Reduce -42.7% | 4,210 | $237K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $237K |
| Sensible Money, LLC | 0.11% | No change | 4,100 | $231K |
| Asset Dedication, LLC | 0.02% | No change | 4,100 | $231K |
| Brighton Jones LLC | 0.01% | Add +0.1% | 4,033 | $227K |
| Eight 31 Financial, LLC | 0.17% | Reduce -10.5% | 4,018 | $226K |
| MAI Capital Management | 0.00% | Reduce -0.3% | 3,942 | $222K |
| Realta Investment Advisors | 0.04% | Reduce -2.7% | 3,922 | $221K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,860 | $217K |
| Kowal Investment Group, LLC | 0.04% | Reduce -29.3% | 3,855 | $217K |
| AFS Financial Group, LLC | 2.90% | No change | 3,851 | $217K |
| Comerica Bank | 0.00% | Reduce -39.8% | 3,829 | $216K |
| Vantage Financial Partners, LLC | 0.06% | New | 3,786 | $213K |
| Bellwether Advisors, LLC | 0.04% | New | 3,672 | $207K |
| Relative Value Partners Group, LLC | 0.03% | Reduce -81.1% | 3,658 | $206K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -0.1% | 3,658 | $206K |
| Marshall Financial Group Inc. | 0.07% | New | 3,624 | $204K |
| Mosley Wealth Management | 0.17% | New | 3,615 | $204K |
| Fermata Advisors, LLC | 0.05% | No change | 3,615 | $204K |
| Fca Corp. | 0.06% | New | 3,586 | $202K |
| Center for Financial Planning, Inc. | 0.03% | New | 3,295 | $186K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | Add +5.7% | 2,970 | $167K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 2,781 | $157K |
| Wolff Wiese Magana LLC | 0.11% | No change | 2,464 | $139K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -25.0% | 1,863 | $105K |
| Cwm, LLC | 0.00% | Reduce -10.7% | 1,787 | $101K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -44.6% | 1,791 | $101K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,693 | $95K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $95K |
| American Capital Advisory, LLC | 0.06% | Reduce -5.2% | 1,682 | $89K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +91.9% | 1,585 | $89K |
| Unique Wealth Strategies, LLC | 0.04% | New | 1,446 | $80K |
| FMR LLC | 0.00% | Reduce -0.1% | 1,377 | $78K |
| New Republic Capital, LLC | 0.04% | New | 1,358 | $76K |
| Arax Advisory Partners | 0.01% | Add +11.6% | 1,223 | $69K |
| CKW Financial Group | 0.01% | Reduce -79.4% | 1,204 | $68K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -0.7% | 1,202 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,190 | $67K |
| PNC Financial Services Group, Inc. | 0.00% | Add +74.2% | 1,150 | $65K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -1.4% | 1,097 | $62K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 1,057 | $60K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 1,000 | $56K |
| AllSquare Wealth Management LLC | 0.03% | No change | 903 | $51K |
| Ancora Advisors LLC | 0.00% | No change | 896 | $50K |
| Hantz Financial Services, Inc. | 0.00% | New | 888 | $50K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $50K |
| Concord Wealth Partners | 0.01% | Reduce -0.2% | 860 | $48K |
| JNBA Financial Advisors | 0.01% | Add +0.3% | 855 | $48K |
| Oakworth Capital, Inc. | 0.00% | No change | 850 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 811 | $46K |
| ORG Partners LLC | 0.01% | New | 731 | $41K |
| Transcendent Capital Group LLC | 0.02% | Add +0.4% | 726 | $41K |
| IFP Advisors, Inc | 0.00% | Reduce -25.1% | 699 | $39K |
| Highline Wealth Partners LLC | 0.01% | Add +0.1% | 691 | $39K |
| RFP Financial Group LLC | 0.01% | No change | 660 | $37K |
| NorthRock Partners, LLC | 0.00% | Add +200.0% | 612 | $34K |
| TD Waterhouse Canada Inc. | 0.00% | New | 612 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 605 | $34K |
| Aspire Private Capital, LLC | 0.01% | Reduce -7.3% | 597 | $34K |
| Burkett Financial Services, LLC | 0.02% | Add +7.7% | 585 | $33K |
| Milestone Investment Advisors LLC | 0.01% | Reduce -18.0% | 555 | $31K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $29K |
| IAG Wealth Partners, LLC | 0.01% | New | 500 | $28K |
| Tsfg, LLC | 0.01% | Add +84.9% | 490 | $28K |
| Macroview Investment Management LLC | 0.03% | Add +0.4% | 487 | $27K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 432 | $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 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.8% | 318 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 307 | $17K |
| MCF Advisors LLC | 0.00% | No change | 271 | $15K |
| Delta Asset Management LLC | 0.00% | Reduce -9.4% | 240 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 233 | $13K |
| Archer Investment Corp | 0.00% | No change | 215 | $12K |
| US Bancorp \de | 0.00% | No change | 200 | $11K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 195 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 191 | $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% | No change | 126 | $7K |
| Stephens Consulting, LLC | 0.00% | No change | 110 | $6K |
| McIlrath & Eck, LLC | 0.00% | Add +8.0% | 108 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +162.5% | 105 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 100 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 73 | $4K |
| Rain Capital Management, LLC | 0.00% | Reduce -1.5% | 66 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 42 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 35 | $2K |
| City Holding Co. | 0.00% | New | 35 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +66.7% | 30 | $2K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 28 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 24 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 23 | $1K |
| WFA of San Diego, LLC | 0.00% | — | 20 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 23 | $1K |
| Opal Wealth Advisors, LLC | 0.00% | New | 14 | $789 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.7% | 14 | $788 |
| Horizon Financial Services, LLC | 0.00% | No change | 11 | $620 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 4 | $225 |
| Main Street Group, LTD | 0.00% | No change | 1 | $56 |
"% 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.