iShares Core 60/40 BalancedAORETF
13F holders, Q4 2024 (December 31)358holders +16
26new positions
26sold out
1famous investor
$57.34avg. 13F price*
At the end of Q4 2024, 358 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 16 from Q3 2024. 26 opened new positions and 26 sold out. The largest holders were Wells Fargo & Company ($114.6M), BlackRock, Inc. ($97.6M) and Raymond James Financial Inc. ($61.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $17.7M |
| Exits | 26 | $10.8M |
All 13F filers, Q3 2024 → Q4 2024: 4,714,957 shares bought and 485,700 shares sold, net +4,229,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| Wells Fargo & Company | 0.03% | Add +424.8% | 1,999,890 | $114.6M |
| BlackRock, Inc. | 0.00% | Add +4.6% | 1,702,369 | $97.6M |
| Raymond James Financial Inc. | 0.02% | — | 1,072,776 | $61.5M |
| Morgan Stanley | 0.00% | Add +148.6% | 847,485 | $48.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 681,814 | $39.1M |
| Richard Bernstein Advisors LLC | 0.85% | Add +573.6% | 654,691 | $37.5M |
| Bank of America Corp. | 0.00% | Add +13.0% | 653,435 | $37.5M |
| Mesirow Financial Investment Management, Inc. | 0.70% | Add +1.7% | 611,306 | $35.0M |
| Aspiriant, LLC | 0.88% | Reduce -4.0% | 426,881 | $24.5M |
| LPL Financial LLC | 0.01% | Add +8.8% | 378,603 | $21.7M |
| Lebenthal Global Advisors, LLC | 3.52% | Add +1.8% | 336,377 | $19.3M |
| NorthCoast Asset Management LLC | 0.09% | Reduce -0.2% | 310,923 | $17.8M |
| Stifel Financial Corp. | 0.02% | Add +425.8% | 309,474 | $17.7M |
| Consilium Wealth Advisory, LLC | 8.38% | Add +4.2% | 306,626 | $17.6M |
| Assetmark, Inc. | 0.05% | Reduce -0.4% | 303,144 | $17.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +943.8% | 272,742 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +35.3% | 258,497 | $14.8M |
| Waverly Advisors, LLC | 0.23% | Add +4.2% | 258,466 | $14.8M |
| Centerline Wealth Advisors, LLC | 8.60% | — | 252,966 | $14.7M |
| WestEnd Advisors, LLC | 0.36% | Add +463.8% | 246,288 | $14.1M |
| Foundations Investment Advisors, LLC | 0.26% | Add +15.4% | 235,772 | $13.5M |
| UBS Group AG | 0.00% | Add +14.2% | 231,829 | $13.3M |
| Jim Saulnier & Associates, LLC | 10.13% | Add +10.4% | 204,781 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.6% | 180,227 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +340.5% | 165,474 | $9.5M |
| BSW Wealth Partners | 1.37% | Reduce -0.3% | 162,434 | $9.3M |
| One Capital Management, LLC | 0.30% | Reduce -1.6% | 157,940 | $9.1M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +4.7% | 137,454 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +80.1% | 133,923 | $7.7M |
| Bell Investment Advisors, Inc | 1.42% | Reduce -2.7% | 132,955 | $7.6M |
| Aveo Capital Partners, LLC | 0.82% | Reduce -6.4% | 131,351 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 130,864 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +18.8% | 127,177 | $7.3M |
| Phil A. Younker & Associates, Ltd. | 6.94% | — | 121,111 | $6.9M |
| TRUE Private Wealth Advisors | 0.80% | Add +1.6% | 114,451 | $6.6M |
| Wealth Forward, LLC | 4.28% | Add +1.9% | 105,729 | $6.1M |
| Ellenbecker Investment Group | 1.05% | Add +29.2% | 102,412 | $5.9M |
| Corient Private Wealth LP | 0.01% | Reduce -1.8% | 96,326 | $5.5M |
| NBT Bank, N.A. | 0.38% | Add +8.9% | 93,992 | $5.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.67% | Add +56.3% | 89,284 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.8% | 88,934 | $5.1M |
| Unique Wealth, LLC | 1.05% | Reduce -1.4% | 87,550 | $5.0M |
| Dakota Wealth Management | 0.11% | Reduce -3.4% | 82,687 | $4.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.4% | 82,160 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.6% | 81,670 | $4.7M |
| Patton Albertson Miller Group, LLC | 0.61% | Add +0.9% | 79,616 | $4.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +87.6% | 77,402 | $4.4M |
| LBMC Investment Advisors, LLC | 0.35% | Add +0.4% | 77,369 | $4.4M |
| BlueStem Wealth Partners, LLC | 0.58% | — | 76,865 | $4.4M |
| Weaver Consulting Group | 1.32% | Add +2.3% | 75,114 | $4.3M |
| First Foundation Advisors | 0.16% | Add +3.9% | 74,880 | $4.3M |
| Lodestar Private Asset Management LLC | 0.51% | Add +2.7% | 70,732 | $4.1M |
| GeoWealth Management, LLC | 0.13% | Reduce -59.9% | 69,393 | $4.0M |
| Burt Wealth Advisors | 0.95% | Reduce -0.2% | 65,305 | $3.7M |
| Essential Planning, LLC. | 0.02% | New | 62,064 | $3.6M |
| Marino, Stram & Associates LLC | 0.80% | Reduce -12.8% | 62,874 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | Add +3.1% | 61,707 | $3.5M |
| &partners | 0.04% | Add +728.0% | 61,161 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +45.9% | 59,743 | $3.4M |
| Brookstone Capital Management | 0.05% | Reduce -2.7% | 59,011 | $3.4M |
| Viewpoint Investment Partners Corp. | 4.30% | Add +31.9% | 57,590 | $3.3M |
| Fort Henry Capital, LLC | 2.30% | Reduce -5.8% | 56,073 | $3.2M |
| Focus Partners Wealth | 0.01% | New | 50,597 | $2.9M |
| Prosperity Consulting Group, LLC | 0.21% | Add +6.9% | 48,579 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +141.5% | 48,096 | $2.8M |
| Renaissance Technologies | 0.00% | Add +77.7% | 47,100 | $2.7M |
| Ethos Financial Group, LLC | 0.34% | Reduce -0.1% | 44,817 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.09% | New | 43,309 | $2.5M |
| Northwest Wealth Management, LLC | 0.52% | Add +5.8% | 42,893 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -10.9% | 42,892 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +27.5% | 42,689 | $2.4M |
| Cahill Financial Advisors Inc. | 0.32% | Reduce -0.7% | 40,749 | $2.3M |
| Comerica Bank | 0.01% | Add +616.3% | 37,178 | $2.1M |
| Gallacher Capital Management LLC | 1.00% | Add +210.1% | 35,093 | $2.0M |
| Intrua Financial, LLC | 0.32% | Add +11.6% | 34,235 | $2.0M |
| IMA Advisory Services, Inc. | 0.24% | New | 34,502 | $2.0M |
| Visionary Wealth Advisors | 0.11% | Reduce -2.0% | 34,095 | $2.0M |
| John W. Brooker & Co., CPAs | 0.80% | Reduce -1.1% | 32,513 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Add +0.6% | 32,344 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -48.9% | 31,341 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Reduce -4.8% | 29,686 | $1.7M |
| National Bank of Canada | 0.00% | Add +18.6% | 29,484 | $1.7M |
| Harbor Group, Inc. | 0.36% | Add +0.4% | 28,058 | $1.6M |
| Worth Financial Advisory Group, LLC | 0.99% | Reduce -16.3% | 28,023 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -4.6% | 27,315 | $1.6M |
| RTD Financial Advisors, Inc. | 0.20% | Reduce -0.4% | 27,390 | $1.6M |
| Integrity Financial Corp | 0.84% | Reduce -1.4% | 25,339 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 25,323 | $1.5M |
| Rothschild Wealth LLC | 0.42% | Add +8.8% | 24,766 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.4% | 24,676 | $1.4M |
| Legacy Financial Group LLC | 0.22% | Reduce -4.6% | 23,699 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +1.8% | 23,669 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -6.1% | 23,351 | $1.3M |
| IMG Wealth Management, Inc. | 1.24% | — | 23,312 | $1.3M |
| Piedmont Capital Management, LLC | 0.80% | Reduce -0.9% | 23,216 | $1.3M |
| Creative Planning | 0.00% | Add +0.7% | 22,720 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.1% | 22,584 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -23.7% | 22,001 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +3.8% | 22,368 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.5% | 22,258 | $1.3M |
"% 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.