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 |
| Avior Wealth Management, LLC | 0.05% | Add +5.3% | 22,256 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +39.4% | 22,137 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -1.1% | 22,095 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.5% | 21,334 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.2% | 21,030 | $1.2M |
| Capital Insight Partners, LLC | 0.21% | Reduce -11.5% | 20,849 | $1.2M |
| Bank of Montreal | 0.00% | Add +13.3% | 20,806 | $1.2M |
| Global Assets Advisory, LLC | 0.64% | Reduce -0.6% | 20,257 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.6% | 20,125 | $1.2M |
| GTS Securities LLC | 0.06% | Add +180.0% | 20,024 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +19.4% | 19,835 | $1.1M |
| SimpliFi, Inc. | 0.51% | Reduce -3.8% | 19,278 | $1.1M |
| Northstar Group, Inc. | 0.19% | Add +0.2% | 19,275 | $1.1M |
| Martin Worley Group | 0.67% | — | 18,814 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +18.5% | 18,732 | $1.1M |
| Avalon Capital Management | 0.34% | Reduce -46.0% | 18,119 | $1.0M |
| Oxinas Partners, LLC | 0.61% | Reduce -14.5% | 18,093 | $1.0M |
| Hershey Financial Advisers, LLC | 0.90% | — | 17,887 | $1.0M |
| High Falls Advisors, Inc | 0.23% | Add +1.7% | 17,631 | $1.0M |
| WBH Advisory Inc. | 0.09% | No change | 17,217 | $987K |
| Pacific Capital Wealth Advisors, Inc. | 0.16% | Add +0.5% | 17,157 | $983K |
| Sigma Planning Corp | 0.03% | Add +0.9% | 16,638 | $954K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 16,504 | $946K |
| Victory Capital Management Inc. | 0.00% | New | 16,321 | $936K |
| Waterloo Capital, L.P. | 0.10% | Add +44.1% | 15,946 | $914K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.2% | 15,647 | $897K |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 15,547 | $891K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.3% | 15,404 | $883K |
| Greystone Financial Group, LLC | 0.15% | Add +0.6% | 15,225 | $873K |
| PDS Planning, Inc | 0.08% | Add +0.0% | 15,075 | $864K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +9.0% | 14,721 | $844K |
| Ameriflex Group, Inc. | 0.38% | — | 14,196 | $830K |
| Milestone Asset Management, LLC | 0.18% | Add +9.6% | 14,410 | $826K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +36.5% | 14,370 | $824K |
| Cerity Partners LLC | 0.00% | Add +15.8% | 13,964 | $800K |
| Private Capital Management LLC | 0.16% | Add +12.6% | 13,728 | $787K |
| Summit Wealth Partners, LLC | 0.16% | Add +0.4% | 13,608 | $780K |
| Mariner, LLC | 0.00% | Add +2.7% | 13,522 | $775K |
| Stonebridge Financial Group, LLC | 0.09% | — | 13,487 | $773K |
| Fidato Wealth LLC | 0.57% | Reduce -4.9% | 13,277 | $761K |
| Weitzel Financial Services, Inc. | 0.36% | Add +22.8% | 13,137 | $756K |
| Sage Financial Group Inc. | 0.06% | Reduce -5.8% | 13,106 | $751K |
| Institute for Wealth Management, LLC. | 0.09% | Add +0.7% | 13,053 | $748K |
| Zacks Investment Management | 0.01% | New | 12,585 | $721K |
| Trilogy Capital Inc. | 0.04% | Reduce -2.1% | 12,568 | $720K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.9% | 12,532 | $718K |
| Westmount Partners, LLC | 0.22% | Add +4.3% | 12,529 | $718K |
| Atria Investments, Inc | 0.01% | New | 11,784 | $675K |
| Scotia Capital Inc. | 0.00% | No change | 11,771 | $675K |
| New England Private Wealth Advisors LLC | 0.11% | Add +2.6% | 11,699 | $671K |
| Heirloom Wealth Management | 0.20% | Add +22.1% | 11,520 | $660K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -12.6% | 11,469 | $657K |
| Corrigan Financial, Inc. | 0.15% | Add +1.9% | 11,387 | $653K |
| Benjamin Edwards Inc. | 0.01% | New | 11,264 | $646K |
| Tempus Wealth Planning, LLC | 0.20% | Reduce -12.6% | 11,157 | $640K |
| Moss Adams Wealth Advisors LLC | 0.07% | Add +1.4% | 11,156 | $639K |
| TrinityPoint Wealth, LLC | 0.09% | Reduce -0.1% | 10,985 | $630K |
| Integrity Wealth Solutions LLC | 0.35% | Reduce -0.5% | 10,784 | $618K |
| Executive Wealth Management, LLC | 0.05% | No change | 10,572 | $606K |
| World Investment Advisors | 0.02% | Add +16.3% | 10,366 | $594K |
| Buttonwood Financial Group, LLC | 0.33% | Reduce -10.5% | 10,156 | $594K |
| Prospera Financial Services Inc | 0.01% | Add +3.3% | 10,341 | $593K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -3.5% | 10,175 | $583K |
| Godshalk Welsh Capital Management, Inc. | 0.38% | Add +0.6% | 10,135 | $581K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.7% | 10,071 | $577K |
| Cardinal Point Capital Management ULC | 0.09% | No change | 9,961 | $571K |
| Napa Wealth Management | 0.24% | Reduce -24.7% | 9,737 | $557K |
| Brio Consultants, LLC | 0.09% | Add +16.5% | 9,668 | $554K |
| Qube Research & Technologies Ltd | 0.00% | Add +65.6% | 9,649 | $553K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.4% | 9,618 | $551K |
| Beacon Financial Advisory LLC | 0.18% | Add +2.8% | 9,511 | $545K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Reduce -20.5% | 9,437 | $545K |
| Janney Capital Management LLC | 0.04% | New | 9,383 | $538K |
| EFG Asset Management (Americas) Corp. | 0.10% | Add +1.5% | 9,376 | $537K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -16.3% | 9,342 | $535K |
| Camarda Financial Advisors, LLC | 0.20% | Reduce -3.8% | 9,160 | $525K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.0% | 9,131 | $523K |
| Modera Wealth Management, LLC | 0.01% | Add +0.8% | 9,086 | $521K |
| New Capital Management LP | 0.15% | Reduce -2.1% | 8,958 | $513K |
| FFT Wealth Management LLC | 0.04% | No change | 8,947 | $513K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 8,793 | $504K |
| Summit Financial Wealth Advisors, LLC | 0.10% | No change | 8,480 | $493K |
| Boston Research & Management Inc. | 0.12% | Reduce -2.2% | 8,449 | $484K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +0.8% | 8,405 | $482K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.1% | 8,397 | $481K |
| Tyler-Stone Wealth Management | 0.08% | Reduce -1.9% | 8,210 | $471K |
| Strategic Advocates LLC | 0.16% | Add +11.3% | 8,190 | $469K |
| Merit Financial Group, LLC | 0.01% | New | 8,160 | $468K |
| MPS Loria Financial Planners, LLC | 0.14% | Add +46.5% | 8,015 | $459K |
| Mason & Associates, LLC | 0.13% | Reduce -0.3% | 7,862 | $451K |
| Fiduciary Financial Group, LLC | 0.10% | Add +3.3% | 7,798 | $442K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -15.6% | 7,555 | $433K |
| Hubbell Strickland Wealth Management, LLC | 0.20% | Reduce -12.9% | 7,497 | $430K |
| Boston Standard Wealth Management, LLC | 0.08% | Add +7.3% | 7,254 | $416K |
| Nvwm, LLC | 0.10% | Add +11.5% | 7,015 | $402K |
| Cornerstone Planning Group LLC | 0.10% | Add +1.8% | 6,819 | $398K |
| Harbor Investment Advisory, LLC | 0.04% | Add +1.9% | 6,699 | $384K |
| Centaurus Financial, Inc. | 0.02% | Reduce -3.2% | 6,580 | $377K |
| Somnio Financial Group, LLC | 0.30% | Add +29.4% | 6,538 | $375K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 6,498 | $372K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -6.7% | 6,474 | $371K |
| Morton Brown Family Wealth, LLC | 0.13% | Reduce -49.3% | 6,465 | $371K |
| Gould Capital, LLC | 0.26% | Reduce -0.2% | 6,446 | $370K |
| HUB Investment Partners, LLC | 0.02% | New | 6,383 | $366K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -4.3% | 6,431 | $364K |
| Elevate Wealth Advisory, Inc. | 0.27% | Reduce -0.8% | 6,308 | $362K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +4.9% | 6,272 | $360K |
| RDA Financial Network | 0.10% | Reduce -2.6% | 6,245 | $358K |
| Wealthedge Investment Advisors, LLC | 0.16% | — | 6,189 | $355K |
| Hantz Financial Services, Inc. | 0.01% | Add +2455.6% | 6,159 | $353K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.1% | 6,151 | $353K |
| DORVAL Corp | 0.14% | No change | 6,079 | $348K |
| Canal Capital Management, LLC | 0.06% | Reduce -5.2% | 5,968 | $342K |
| Divergent Planning, LLC | 0.12% | Add +6.5% | 5,976 | $339K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.0% | 5,882 | $337K |
| Lido Advisors, LLC | 0.00% | Reduce -3.8% | 5,846 | $335K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -14.0% | 5,739 | $329K |
| GEN Financial Management, INC. | 0.21% | — | 5,694 | $326K |
| Peregrine Asset Advisers, Inc. | 0.12% | No change | 5,613 | $322K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 5,581 | $320K |
| International Assets Investment Management, LLC | 0.03% | Add +33.9% | 5,578 | $319K |
| Wealthquest Corp | 0.03% | Reduce -4.6% | 5,519 | $316K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,503 | $315K |
| Clear Point Advisors Inc. | 0.26% | Reduce -2.0% | 5,280 | $303K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +3.4% | 5,243 | $301K |
| MRWM Advisors, LLC | 0.23% | — | 5,226 | $300K |
| First Heartland Consultants, Inc. | 0.03% | Add +9.4% | 5,148 | $295K |
| StoneX Group Inc. | 0.02% | Reduce -8.2% | 5,065 | $290K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.5% | 5,064 | $290K |
| Carret Asset Management, LLC | 0.03% | No change | 5,022 | $288K |
| Bellwether Advisors, LLC | 0.05% | Add +25.3% | 4,971 | $285K |
| Efficient Advisors, LLC | 0.02% | Reduce -20.0% | 4,944 | $283K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -4.8% | 4,923 | $282K |
| Cwm, LLC | 0.00% | Add +185.2% | 4,917 | $282K |
| Atlas Private Wealth Advisors | 0.04% | New | 4,853 | $278K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 4,800 | $275K |
| Sovereign Financial Group, Inc. | 0.06% | Add +2.9% | 4,794 | $275K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +5.6% | 4,671 | $268K |
| Syverson Strege & Co | 0.09% | Add +11.6% | 4,626 | $265K |
| Howard Wealth Management, LLC | 0.14% | Reduce -0.9% | 4,603 | $264K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,590 | $263K |
| Bogart Wealth, LLC | 0.01% | New | 4,582 | $263K |
| Medallion Wealth Advisors, LLC | 0.13% | — | 4,561 | $263K |
| Western Wealth Management, LLC | 0.01% | Add +8.1% | 4,550 | $261K |
| Signet Financial Management, LLC | 0.03% | No change | 4,525 | $259K |
| Brighton Jones LLC | 0.01% | Add +10.1% | 4,456 | $255K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -0.2% | 4,409 | $253K |
| Salus Financial Advisors, LLC | 0.20% | — | 4,402 | $252K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,330 | $248K |
| Chesapeake Wealth Management | 0.08% | No change | 4,305 | $247K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $246K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -10.7% | 4,292 | $246K |
| Procyon Advisors, LLC | 0.02% | New | 4,264 | $244K |
| CoreCap Advisors, LLC | 0.01% | Add +1.9% | 4,237 | $243K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $241K |
| Eight 31 Financial, LLC | 0.18% | Add +1.8% | 4,149 | $238K |
| Manchester Financial Inc. | 0.05% | New | 4,109 | $236K |
| Global Retirement Partners, LLC | 0.01% | Reduce -6.4% | 4,104 | $235K |
| Sensible Money, LLC | 0.10% | No change | 4,100 | $235K |
| Asset Dedication, LLC | 0.02% | No change | 4,100 | $235K |
| Vantage Financial Partners, LLC | 0.06% | Add +0.9% | 4,052 | $232K |
| Landmark Wealth Management, LLC | 0.10% | Add +0.4% | 4,028 | $231K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,996 | $229K |
| Millstone Evans Group, LLC | 0.15% | — | 3,901 | $224K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -74.5% | 3,851 | $221K |
| Stonehearth Capital Management, LLC | 0.09% | Add +4.0% | 3,850 | $221K |
| Marshall Financial Group Inc. | 0.06% | Add +1.1% | 3,708 | $213K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 3,658 | $210K |
| MAI Capital Management | 0.00% | Reduce -1.8% | 3,635 | $208K |
| Cibc World Market Inc. | 0.00% | New | 3,621 | $208K |
| Fermata Advisors, LLC | 0.04% | No change | 3,615 | $207K |
| MKD Wealth Coaches, LLC | 0.21% | — | 3,580 | $205K |
| Apex Wealth Management, LLC | 0.18% | — | 3,557 | $204K |
| Fca Corp. | 0.06% | No change | 3,557 | $204K |
| CW Advisors, LLC | 0.00% | Reduce -0.0% | 3,526 | $202K |
| Strategic Blueprint, LLC | 0.01% | Reduce -5.8% | 3,512 | $201K |
| Insight Wealth Partners, LLC | 0.13% | No change | 3,502 | $201K |
| Center for Financial Planning, Inc. | 0.03% | Add +1.5% | 3,370 | $193K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -38.4% | 3,367 | $193K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | Reduce -0.6% | 2,972 | $170K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 2,824 | $162K |
| Farther Finance Advisors, LLC | 0.01% | Add +1010.7% | 2,599 | $149K |
| Wolff Wiese Magana LLC | 0.09% | Add +0.1% | 2,469 | $142K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 1,935 | $111K |
| FMR LLC | 0.00% | Add +38.0% | 1,902 | $109K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,863 | $109K |
| Geneos Wealth Management Inc. | 0.00% | Add +11.2% | 1,882 | $108K |
| Aptus Capital Advisors, LLC | 0.00% | Add +41.0% | 1,830 | $105K |
| Jones Financial Companies LLLP | 0.00% | Add +50.7% | 1,748 | $100K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $97K |
| TD Waterhouse Canada Inc. | 0.00% | Add +164.2% | 1,609 | $92K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +6.3% | 1,315 | $75K |
| Park Square Financial Group, LLC | 0.05% | — | 1,270 | $73K |
| CKW Financial Group | 0.01% | Add +2.4% | 1,256 | $72K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -7.3% | 1,213 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,190 | $68K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -4.0% | 1,162 | $67K |
| Highline Wealth Partners LLC | 0.02% | Add +64.5% | 1,138 | $65K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 1,057 | $61K |
| Arax Advisory Partners | 0.00% | Reduce -4.9% | 1,047 | $60K |
| Ransom Advisory, Ltd | 0.03% | New | 1,000 | $57K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,000 | $57K |
| Transce3nd, LLC | 0.02% | — | 960 | $55K |
| St Germain D J Co. Inc. | 0.00% | New | 950 | $54K |
| AllSquare Wealth Management LLC | 0.03% | No change | 903 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7300.0% | 888 | $51K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $51K |
| Sound Income Strategies, LLC | 0.00% | New | 861 | $49K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.5% | 829 | $48K |
| Redwood Park Advisors LLC | 0.04% | — | 804 | $46K |
| JNBA Financial Advisors | 0.00% | Add +2.6% | 780 | $45K |
| Oakworth Capital, Inc. | 0.00% | Reduce -11.8% | 750 | $43K |
| ORG Partners LLC | 0.01% | Add +1.5% | 746 | $43K |
| Transcendent Capital Group LLC | 0.02% | No change | 726 | $42K |
| Capital A Wealth Management, LLC | 0.07% | — | 696 | $40K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 680 | $39K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 676 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 660 | $38K |
| Synergy Asset Management, LLC | 0.00% | New | 619 | $37K |
| Continuum Advisory, LLC | 0.00% | New | 624 | $36K |
| EPG Wealth Management LLC | 0.01% | No change | 600 | $34K |
| Concord Wealth Partners | 0.01% | Reduce -31.6% | 587 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -2.5% | 580 | $33K |
| IFP Advisors, Inc | 0.00% | Add +1.8% | 570 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 564 | $32K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $32K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $29K |
| Midwest Capital Advisors, LLC | 0.02% | — | 500 | $29K |
| Ancora Advisors LLC | 0.00% | Add +19.0% | 495 | $28K |
| Tsfg, LLC | 0.01% | No change | 490 | $28K |
| Signaturefd, LLC | 0.00% | Add +21.3% | 427 | $25K |
| SouthState Bank Corp | 0.00% | No change | 390 | $22K |
| Founders Capital Management | 0.01% | No change | 371 | $21K |
| FSA Wealth Management LLC | 0.01% | Add +1.6% | 309 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 307 | $18K |
| McIlrath & Eck, LLC | 0.00% | Add +55.3% | 295 | $17K |
| MCF Advisors LLC | 0.00% | No change | 271 | $16K |
| Oarsman Capital, Inc. | 0.00% | Add +1.7% | 236 | $14K |
| Sierra Ocean, LLC | 0.01% | — | 225 | $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 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -96.4% | 154 | $9K |
| Lindbrook Capital, LLC | 0.00% | No change | 150 | $9K |
| Paladin Advisory Group, LLC | 0.01% | Add +0.7% | 139 | $8K |
| Stephens Consulting, LLC | 0.00% | Add +11.8% | 123 | $7K |
| Delta Asset Management LLC | 0.00% | Reduce -29.4% | 120 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 111 | $6K |
| BNP Paribas Financial Markets | 0.00% | Add +1137.5% | 99 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +2.4% | 43 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 35 | $2K |
| City Holding Co. | 0.00% | No change | 35 | $2K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 28 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 23 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.7% | 14 | $802 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 11 | $631 |
| Main Street Group, LTD | 0.00% | No change | 1 | $58 |
"% 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.