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 |
| NorthCoast Asset Management LLC | 0.01% | Add +1.9% | 311,620 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.1% | 19,912 | $1.2M |
| Northstar Group, Inc. | 0.21% | Reduce -5.5% | 19,245 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -6.0% | 18,360 | $1.1M |
| High Falls Advisors, Inc | 0.24% | Reduce -1.6% | 17,341 | $1.0M |
| WBH Advisory Inc. | 0.10% | No change | 17,217 | $1.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.17% | Reduce -6.6% | 17,079 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +1.8% | 16,689 | $989K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.3% | 16,619 | $984K |
| Sigma Planning Corp | 0.03% | Reduce -2.9% | 16,484 | $977K |
| AE Wealth Management LLC | 0.01% | Reduce -0.1% | 15,884 | $941K |
| Equitable Holdings, Inc. | 0.01% | Add +22.3% | 15,807 | $936K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.3% | 15,602 | $924K |
| Clearstead Advisors, LLC | 0.01% | No change | 15,323 | $908K |
| Greystone Financial Group, LLC | 0.16% | Reduce -4.0% | 15,133 | $896K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +3.0% | 15,085 | $894K |
| PDS Planning, Inc | 0.08% | Reduce -0.5% | 15,071 | $893K |
| Fidato Wealth LLC | 0.66% | Add +0.2% | 13,958 | $827K |
| Sage Financial Group Inc. | 0.07% | Reduce -0.3% | 13,921 | $825K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.6% | 13,700 | $810K |
| Summit Wealth Partners, LLC | 0.15% | Add +1.9% | 13,555 | $803K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.4% | 13,509 | $800K |
| Mariner, LLC | 0.00% | Reduce -2.1% | 13,170 | $780K |
| Milestone Asset Management, LLC | 0.18% | Add +37.0% | 13,154 | $779K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -0.9% | 13,124 | $777K |
| Institute for Wealth Management, LLC. | 0.10% | Add +13.7% | 12,961 | $768K |
| Napa Wealth Management | 0.36% | Add +3.7% | 12,930 | $764K |
| Trilogy Capital Inc. | 0.04% | Reduce -5.5% | 12,842 | $761K |
| Tempus Wealth Planning, LLC | 0.28% | Add +1.7% | 12,769 | $756K |
| Morton Brown Family Wealth, LLC | 0.27% | Add +0.4% | 12,742 | $755K |
| CENTRAL TRUST Co | 0.02% | Add +4.2% | 12,648 | $749K |
| Private Capital Management LLC | 0.13% | Reduce -2.6% | 12,189 | $722K |
| Cerity Partners LLC | 0.00% | Add +20.6% | 12,062 | $715K |
| Westmount Partners, LLC | 0.21% | Reduce -0.1% | 12,014 | $712K |
| Scotia Capital Inc. | 0.00% | Add +6.2% | 11,771 | $697K |
| Mountain Capital Investment Advisors Inc. | 0.15% | Add +4.1% | 11,873 | $695K |
| Fund Evaluation Group, LLC | 0.04% | New | 11,407 | $676K |
| New England Private Wealth Advisors LLC | 0.11% | Add +0.5% | 11,404 | $676K |
| Buttonwood Financial Group, LLC | 0.40% | Reduce -9.8% | 11,353 | $673K |
| Gallacher Capital Management LLC | 0.31% | Add +15.6% | 11,317 | $670K |
| Corrigan Financial, Inc. | 0.15% | Add +9.5% | 11,170 | $662K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.8% | 11,159 | $661K |
| Waterloo Capital, L.P. | 0.07% | Add +70.5% | 11,065 | $655K |
| Moss Adams Wealth Advisors LLC | 0.07% | Add +2.6% | 10,998 | $652K |
| TrinityPoint Wealth, LLC | 0.09% | Reduce -0.2% | 10,994 | $651K |
| Integrity Wealth Solutions LLC | 0.37% | Add +12.0% | 10,837 | $642K |
| Weitzel Financial Services, Inc. | 0.30% | Add +24.1% | 10,699 | $633K |
| Executive Wealth Management, LLC | 0.05% | New | 10,572 | $626K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 10,527 | $624K |
| Archford Capital Strategies, LLC | 0.09% | Add +3.6% | 10,549 | $622K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.3% | 10,389 | $615K |
| Godshalk Welsh Capital Management, Inc. | 0.38% | Add +8.3% | 10,072 | $597K |
| Prospera Financial Services Inc | 0.02% | Add +2.0% | 10,013 | $593K |
| Cardinal Point Capital Management ULC | 0.10% | Add +0.6% | 9,961 | $590K |
| Rothschild Wealth LLC | 0.17% | Add +146.5% | 22,769 | $574K |
| Camarda Financial Advisors, LLC | 0.21% | Add +6.3% | 9,520 | $564K |
| Heirloom Wealth Management | 0.17% | Reduce -3.7% | 9,438 | $559K |
| Beacon Financial Advisory LLC | 0.19% | Add +1.2% | 9,255 | $548K |
| EFG Asset Management (Americas) Corp. | 0.11% | Add +0.8% | 9,236 | $547K |
| New Capital Management LP | 0.15% | Add +2.4% | 9,146 | $542K |
| Modera Wealth Management, LLC | 0.01% | Add +4.7% | 9,014 | $534K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.3% | 9,014 | $534K |
| RHS Financial, LLC | 0.27% | New | 9,000 | $533K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -13.8% | 8,954 | $530K |
| FFT Wealth Management LLC | 0.04% | No change | 8,947 | $530K |
| World Investment Advisors | 0.02% | Add +108.3% | 8,911 | $528K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 8,793 | $521K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.2% | 8,692 | $515K |
| Boston Research & Management Inc. | 0.12% | Add +1.1% | 8,637 | $512K |
| Hubbell Strickland Wealth Management, LLC | 0.24% | Add +0.5% | 8,611 | $510K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.6% | 8,581 | $508K |
| Summit Financial Wealth Advisors, LLC | 0.09% | No change | 8,480 | $502K |
| Tyler-Stone Wealth Management | 0.09% | Add +98.0% | 8,368 | $496K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -40.0% | 8,337 | $494K |
| Brio Consultants, LLC | 0.08% | Add +7.0% | 8,299 | $492K |
| Mason & Associates, LLC | 0.14% | Add +21.4% | 7,882 | $467K |
| SageView Advisory Group, LLC | 0.02% | Reduce -34.0% | 7,636 | $452K |
| Orin Green Financial, LLC | 0.19% | Add +1.1% | 7,502 | $444K |
| Fiduciary Financial Group, LLC | 0.10% | Add +1.9% | 7,547 | $442K |
| &partners | 0.01% | Add +3.4% | 7,387 | $438K |
| Strategic Advocates LLC | 0.16% | Add +4.8% | 7,357 | $436K |
| GTS Securities LLC | 0.01% | Reduce -40.2% | 7,152 | $424K |
| Zimmermann Investment Management & Planning LLC | 0.13% | Reduce -0.6% | 6,974 | $413K |
| Venturi Wealth Management, LLC | 0.02% | Add +0.9% | 6,941 | $411K |
| Centaurus Financial, Inc. | 0.03% | No change | 6,800 | $403K |
| Boston Standard Wealth Management, LLC | 0.08% | Add +0.7% | 6,763 | $401K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -9.1% | 6,673 | $395K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -22.5% | 6,722 | $393K |
| Cornerstone Planning Group LLC | 0.10% | Add +23.6% | 6,701 | $391K |
| Harbor Investment Advisory, LLC | 0.04% | Add +1.3% | 6,576 | $390K |
| Gould Capital, LLC | 0.25% | No change | 6,461 | $383K |
| RDA Financial Network | 0.12% | Reduce -1.5% | 6,415 | $380K |
| Elevate Wealth Advisory, Inc. | 0.28% | Add +0.3% | 6,358 | $377K |
| Canal Capital Management, LLC | 0.06% | Reduce -1.4% | 6,296 | $373K |
| Nvwm, LLC | 0.09% | Add +13.5% | 6,291 | $373K |
| Efficient Advisors, LLC | 0.02% | Reduce -0.2% | 6,178 | $366K |
| Lido Advisors, LLC | 0.00% | Reduce -22.8% | 6,074 | $360K |
| Jane Street Group, LLC | 0.00% | Add +34.0% | 6,004 | $356K |
| Valmark Advisers, Inc. | 0.01% | No change | 6,000 | $355K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +7.4% | 5,979 | $354K |
| DORVAL Corp | 0.15% | Reduce -3.4% | 6,079 | $354K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -0.0% | 5,923 | $351K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.3% | 5,911 | $350K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.1% | 5,854 | $347K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.9% | 5,826 | $345K |
| Wealthquest Corp | 0.03% | Reduce -11.8% | 5,784 | $342K |
| Peregrine Asset Advisers, Inc. | 0.11% | No change | 5,613 | $333K |
| G2 Capital Management, LLC / Oh | 0.10% | Reduce -15.5% | 5,581 | $331K |
| Divergent Planning, LLC | 0.12% | Reduce -0.2% | 5,613 | $330K |
| StoneX Group Inc. | 0.02% | Reduce -3.9% | 5,515 | $327K |
| MPS Loria Financial Planners, LLC | 0.10% | Add +29.2% | 5,470 | $324K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -12.4% | 5,467 | $324K |
| Clear Point Advisors Inc. | 0.25% | Add +6.7% | 5,387 | $319K |
| Cypress Capital, LLC | 0.08% | Reduce -20.1% | 5,342 | $316K |
| Comerica Bank | 0.00% | Add +35.5% | 5,190 | $307K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.0% | 5,170 | $306K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.1% | 5,073 | $301K |
| Somnio Financial Group, LLC | 0.24% | Add +0.4% | 5,052 | $299K |
| Carret Asset Management, LLC | 0.03% | No change | 5,022 | $298K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -13.6% | 4,808 | $285K |
| Capital Analysts, LLC | 0.01% | Reduce -24.9% | 4,796 | $284K |
| First Heartland Consultants, Inc. | 0.03% | New | 4,707 | $279K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 4,658 | $276K |
| Howard Wealth Management, LLC | 0.16% | Reduce -1.4% | 4,645 | $275K |
| Signet Financial Management, LLC | 0.03% | Reduce -8.9% | 4,525 | $268K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +4.1% | 4,423 | $262K |
| Clear Creek Financial Management, LLC | 0.03% | Add +3.7% | 4,419 | $262K |
| Global Retirement Partners, LLC | 0.01% | Reduce -6.7% | 4,386 | $260K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 4,308 | $255K |
| Chesapeake Wealth Management | 0.09% | No change | 4,305 | $255K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $255K |
| Western Wealth Management, LLC | 0.01% | No change | 4,210 | $249K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $249K |
| Encompass More Asset Management | 0.09% | Reduce -2.0% | 4,169 | $247K |
| International Assets Investment Management, LLC | 0.02% | Reduce -9.2% | 4,166 | $247K |
| CoreCap Advisors, LLC | 0.01% | New | 4,160 | $246K |
| Syverson Strege & Co | 0.08% | Reduce -7.2% | 4,144 | $245K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.1% | 4,133 | $245K |
| Sensible Money, LLC | 0.11% | No change | 4,100 | $243K |
| Asset Dedication, LLC | 0.02% | No change | 4,100 | $243K |
| Eight 31 Financial, LLC | 0.19% | Add +1.4% | 4,076 | $241K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 4,046 | $240K |
| Landmark Wealth Management, LLC | 0.10% | New | 4,012 | $238K |
| Vantage Financial Partners, LLC | 0.06% | Add +6.1% | 4,016 | $238K |
| JMG Financial Group, Ltd. | 0.01% | New | 3,996 | $237K |
| Bellwether Advisors, LLC | 0.05% | Add +8.0% | 3,967 | $235K |
| AFS Financial Group, LLC | 19.79% | No change | 3,851 | $228K |
| Strategic Blueprint, LLC | 0.01% | New | 3,730 | $221K |
| Stonehearth Capital Management, LLC | 0.09% | New | 3,702 | $219K |
| MAI Capital Management | 0.00% | Reduce -6.1% | 3,700 | $219K |
| Kowal Investment Group, LLC | 0.04% | Reduce -4.3% | 3,688 | $218K |
| Marshall Financial Group Inc. | 0.07% | Add +1.2% | 3,666 | $217K |
| Lake Street Private Wealth, LLC | 0.04% | No change | 3,658 | $217K |
| Fermata Advisors, LLC | 0.04% | No change | 3,615 | $214K |
| Fca Corp. | 0.06% | Reduce -0.8% | 3,557 | $211K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -17.8% | 3,560 | $209K |
| CW Advisors, LLC | 0.00% | New | 3,527 | $209K |
| Insight Wealth Partners, LLC | 0.13% | New | 3,502 | $207K |
| Financial Advocates Investment Management | 0.01% | New | 4,026 | $207K |
| L.M. Kohn & Company | 0.05% | New | 3,445 | $204K |
| Center for Financial Planning, Inc. | 0.03% | Add +0.8% | 3,320 | $197K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | Add +0.6% | 2,989 | $177K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 2,795 | $166K |
| Wolff Wiese Magana LLC | 0.10% | Add +0.1% | 2,467 | $146K |
| Reston Wealth Management LLC | 0.05% | Reduce -76.3% | 2,314 | $137K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,863 | $110K |
| Cwm, LLC | 0.00% | Reduce -3.5% | 1,724 | $102K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,693 | $100K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $100K |
| FMR LLC | 0.00% | Add +0.1% | 1,378 | $82K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -26.9% | 1,309 | $78K |
| Aptus Capital Advisors, LLC | 0.00% | Add +308.2% | 1,298 | $77K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Reduce -22.0% | 1,237 | $73K |
| CKW Financial Group | 0.01% | Add +1.9% | 1,227 | $73K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.8% | 1,211 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,190 | $70K |
| Fifth Third Bancorp | 0.00% | New | 1,174 | $70K |
| Jones Financial Companies LLLP | 0.00% | Add +507.3% | 1,160 | $69K |
| Arax Advisory Partners | 0.01% | Reduce -10.0% | 1,101 | $65K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,059 | $63K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 1,057 | $63K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,000 | $59K |
| AllSquare Wealth Management LLC | 0.03% | No change | 903 | $53K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $52K |
| Concord Wealth Partners | 0.01% | Reduce -0.2% | 858 | $51K |
| Oakworth Capital, Inc. | 0.00% | No change | 850 | $50K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.7% | 817 | $48K |
| JNBA Financial Advisors | 0.00% | Reduce -11.1% | 760 | $45K |
| ORG Partners LLC | 0.01% | Add +0.6% | 735 | $44K |
| Transcendent Capital Group LLC | 0.02% | No change | 726 | $43K |
| Highline Wealth Partners LLC | 0.01% | Add +0.1% | 692 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -38.5% | 675 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.6% | 660 | $39K |
| NorthRock Partners, LLC | 0.00% | No change | 612 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.5% | 609 | $36K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 600 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -1.6% | 595 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 564 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -19.9% | 560 | $33K |
| Aspire Private Capital, LLC | 0.01% | Reduce -6.7% | 557 | $33K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $33K |
| Hobbs Group Advisors, LLC | 0.01% | New | 545 | $32K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $30K |
| Macroview Investment Management LLC | 0.03% | Add +0.8% | 491 | $29K |
| Tsfg, LLC | 0.01% | No change | 490 | $29K |
| Ancora Advisors LLC | 0.00% | Reduce -53.6% | 416 | $25K |
| SouthState Bank Corp | 0.00% | No change | 390 | $23K |
| Founders Capital Management | 0.01% | Add +9.4% | 371 | $22K |
| Signaturefd, LLC | 0.00% | No change | 352 | $21K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 307 | $18K |
| FSA Wealth Management LLC | 0.01% | — | 304 | $18K |
| MCF Advisors LLC | 0.00% | No change | 271 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -72.9% | 241 | $14K |
| American Capital Advisory, LLC | 0.01% | Reduce -86.0% | 235 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +122.9% | 234 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 233 | $14K |
| Oarsman Capital, Inc. | 0.00% | New | 232 | $14K |
| Archer Investment Corp | 0.00% | No change | 215 | $13K |
| US Bancorp \de | 0.00% | No change | 200 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 195 | $12K |
| McIlrath & Eck, LLC | 0.00% | Add +75.9% | 190 | $11K |
| Ascentis Independent Advisors | 0.00% | New | 179 | $11K |
| Delta Asset Management LLC | 0.00% | Reduce -29.2% | 170 | $10K |
| Lindbrook Capital, LLC | 0.00% | No change | 150 | $9K |
| Paladin Advisory Group, LLC | 0.01% | New | 138 | $8K |
| Planning Capital Management Corp | 0.01% | Add +0.8% | 127 | $8K |
| Burkett Financial Services, LLC | 0.00% | Reduce -81.0% | 111 | $7K |
| Stephens Consulting, LLC | 0.00% | No change | 110 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 100 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 42 | $3K |
| City Holding Co. | 0.00% | No change | 35 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 35 | $2K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 28 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +71.4% | 24 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 23 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 22 | $1K |
| WFA of San Diego, LLC | 0.00% | No change | 20 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 23 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -60.0% | 12 | $711 |
| Horizon Financial Services, LLC | 0.00% | No change | 11 | $652 |
| BNP Paribas Financial Markets | 0.00% | New | 8 | $474 |
| Main Street Group, LTD | 0.00% | No change | 1 | $59 |
"% 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.