iShares Core 60/40 BalancedAORETF
13F holders, Q3 2024 (September 30)342holders +3
24new positions
20sold out
1famous investor
$57.90avg. 13F price*
At the end of Q3 2024, 342 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 3 from Q2 2024. 24 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($96.4M), JPMorgan Chase & Co. ($40.7M) and Mesirow Financial Investment Management, Inc. ($35.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $9.3M |
| Exits | 20 | $12.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,189,533 shares bought and 1,086,795 shares sold, net +102,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| BlackRock, Inc. | 0.00% | — | 1,627,275 | $96.4M |
| JPMorgan Chase & Co. | 0.00% | Add +733.9% | 687,060 | $40.7M |
| Mesirow Financial Investment Management, Inc. | 0.69% | Reduce -1.7% | 601,179 | $35.6M |
| Bank of America Corp. | 0.00% | Reduce -49.8% | 578,172 | $34.3M |
| Aspiriant, LLC | 1.00% | Reduce -0.7% | 444,445 | $26.3M |
| Wells Fargo & Company | 0.01% | Reduce -5.3% | 381,052 | $22.6M |
| LPL Financial LLC | 0.01% | Add +12.4% | 347,952 | $20.6M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 340,960 | $20.2M |
| Lebenthal Global Advisors, LLC | 3.97% | Reduce -8.9% | 330,501 | $19.6M |
| Assetmark, Inc. | 0.05% | Add +0.4% | 304,229 | $18.0M |
| Consilium Wealth Advisory, LLC | 9.51% | Add +2.0% | 294,186 | $17.4M |
| Waverly Advisors, LLC | 0.27% | Add +0.5% | 248,154 | $14.7M |
| Foundations Investment Advisors, LLC | 0.25% | Add +13.5% | 204,307 | $12.1M |
| UBS Group AG | 0.00% | Reduce -3.5% | 202,943 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 191,056 | $11.3M |
| Jim Saulnier & Associates, LLC | 10.74% | — | 185,418 | $11.0M |
| GeoWealth Management, LLC | 0.36% | Add +130.3% | 172,860 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.0% | 172,365 | $10.2M |
| BSW Wealth Partners | 1.45% | Reduce -0.5% | 162,866 | $9.6M |
| One Capital Management, LLC | 0.30% | Reduce -1.0% | 160,514 | $9.5M |
| Aveo Capital Partners, LLC | 0.88% | Add +0.9% | 140,375 | $8.3M |
| Bell Investment Advisors, Inc | 1.48% | Reduce -5.5% | 136,645 | $8.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 133,657 | $7.9M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +5.0% | 131,340 | $7.8M |
| TRUE Private Wealth Advisors | 0.80% | Add +1.3% | 112,684 | $6.7M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 107,093 | $6.3M |
| Wealth Forward, LLC | 4.31% | Add +2.8% | 103,788 | $6.1M |
| Elevation Capital Advisory, LLC | 2.67% | Add +2.2% | 102,126 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -0.3% | 98,108 | $5.8M |
| Richard Bernstein Advisors LLC | 0.12% | Add +68.2% | 97,189 | $5.8M |
| Unique Wealth, LLC | 1.20% | Reduce -1.8% | 88,821 | $5.3M |
| NBT Bank, N.A. | 0.34% | Add +7.7% | 86,309 | $5.1M |
| Dakota Wealth Management | 0.11% | Reduce -1.3% | 85,549 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -10.1% | 85,054 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.1% | 84,714 | $5.0M |
| Ellenbecker Investment Group | 0.89% | Add +10.4% | 79,255 | $4.7M |
| Patton Albertson Miller Group, LLC | 0.64% | Add +1.8% | 78,868 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.1% | 77,485 | $4.6M |
| LBMC Investment Advisors, LLC | 0.36% | Reduce -0.1% | 77,068 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.0% | 74,367 | $4.4M |
| Weaver Consulting Group | 1.38% | Reduce -1.8% | 73,439 | $4.4M |
| Marino, Stram & Associates LLC | 0.95% | Add +0.1% | 72,108 | $4.3M |
| First Foundation Advisors | 0.16% | Add +9.3% | 72,101 | $4.3M |
| Lodestar Private Asset Management LLC | 0.52% | Add +1.1% | 68,847 | $4.1M |
| Burt Wealth Advisors | 0.95% | Reduce -0.3% | 65,455 | $3.9M |
| Focus Financial Network, Inc. | 0.15% | New | 61,337 | $3.6M |
| Brookstone Capital Management | 0.05% | Reduce -0.6% | 60,640 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.9% | 59,871 | $3.5M |
| Fort Henry Capital, LLC | 2.40% | Reduce -0.5% | 59,551 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +25.0% | 58,854 | $3.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.18% | Add +4.8% | 57,122 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +18.1% | 56,766 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -13.8% | 48,133 | $2.9M |
| Prosperity Consulting Group, LLC | 0.21% | Add +15.7% | 45,432 | $2.7M |
| FinTrust Capital Advisors, LLC | 0.46% | Add +9.1% | 45,287 | $2.7M |
| Ethos Financial Group, LLC | 0.44% | Reduce -2.2% | 44,866 | $2.7M |
| WestEnd Advisors, LLC | 0.06% | Add +27.5% | 43,685 | $2.6M |
| Viewpoint Investment Partners Corp. | 2.08% | Reduce -0.3% | 43,680 | $2.6M |
| Raymond James & Associates | 0.00% | Reduce -7.5% | 42,896 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.9% | 41,262 | $2.4M |
| Cahill Financial Advisors Inc. | 0.33% | Add +0.1% | 41,049 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.4% | 40,959 | $2.4M |
| Northwest Wealth Management, LLC | 0.56% | Reduce -15.7% | 40,561 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.4% | 37,567 | $2.2M |
| Visionary Wealth Advisors | 0.13% | Reduce -5.4% | 34,783 | $2.1M |
| Syntrinsic LLC | 0.67% | Reduce -1.2% | 34,205 | $2.0M |
| Avalon Capital Management | 0.60% | Add +129.4% | 33,538 | $2.0M |
| Worth Financial Advisory Group, LLC | 1.17% | Reduce -2.9% | 33,481 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 33,479 | $2.0M |
| John W. Brooker & Co., CPAs | 0.89% | Reduce -3.3% | 32,892 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Add +7.5% | 32,161 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -0.1% | 31,168 | $1.8M |
| Intrua Financial, LLC | 0.30% | Add +23.8% | 30,676 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -2.7% | 28,619 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +162.0% | 28,841 | $1.7M |
| Harbor Group, Inc. | 0.38% | Reduce -0.4% | 27,944 | $1.7M |
| RTD Financial Advisors, Inc. | 0.21% | Add +0.8% | 27,508 | $1.6M |
| Renaissance Technologies | 0.00% | Add +25.0% | 26,500 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 26,129 | $1.5M |
| Integrity Financial Corp | 0.89% | Reduce -2.3% | 25,713 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +2.3% | 24,873 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -18.9% | 24,852 | $1.5M |
| Legacy Financial Group LLC | 0.28% | Reduce -2.7% | 24,847 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 24,444 | $1.5M |
| Capital Insight Partners, LLC | 0.24% | Reduce -2.8% | 23,563 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 23,416 | $1.4M |
| Piedmont Capital Management, LLC | 0.83% | Reduce -4.2% | 23,433 | $1.4M |
| IFG Advisory, LLC | 0.09% | Add +10.3% | 23,259 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.3% | 22,898 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.9% | 22,611 | $1.3M |
| Creative Planning | 0.00% | Add +4.8% | 22,555 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | New | 22,339 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.2% | 22,142 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +7.3% | 21,560 | $1.3M |
| Oxinas Partners, LLC | 0.77% | Add +1.5% | 21,158 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Add +1.4% | 21,145 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.4% | 20,409 | $1.2M |
| Global Assets Advisory, LLC | 0.66% | Add +0.5% | 20,388 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +4.1% | 20,237 | $1.2M |
| SimpliFi, Inc. | 0.53% | Reduce -2.5% | 20,046 | $1.2M |
"% 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.