iShares Core 60/40 BalancedAORETF
13F holders, Q1 2025 (March 31)351holders −7
27new positions
29sold out
2famous investors
$56.45avg. 13F price*
At the end of Q1 2025, 351 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, down 7 from Q4 2024. 27 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($99.7M), JPMorgan Chase & Co. ($39.1M) and Bank of America Corp. ($34.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Core 60/40 Balanced
- CUSIP
- 464289867
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.5M |
| Exits | 29 | $12.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,151,831 shares bought and 5,100,617 shares sold, net −3,948,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| BlackRock, Inc. | 0.00% | Add +1.8% | 1,732,108 | $99.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 678,554 | $39.1M |
| Bank of America Corp. | 0.00% | Reduce -7.2% | 606,440 | $34.9M |
| Mesirow Financial Investment Management, Inc. | 0.67% | Reduce -1.4% | 603,069 | $34.7M |
| Morgan Stanley | 0.00% | Reduce -36.9% | 534,816 | $30.8M |
| Aspiriant, LLC | 0.93% | Add +8.7% | 463,928 | $26.7M |
| LPL Financial LLC | 0.01% | Add +5.0% | 397,729 | $22.9M |
| Wells Fargo & Company | 0.01% | Reduce -80.8% | 383,854 | $22.1M |
| Lebenthal Global Advisors, LLC | 3.70% | Add +2.0% | 343,131 | $19.8M |
| UBS Group AG | 0.00% | Add +36.3% | 316,049 | $18.2M |
| Assetmark, Inc. | 0.05% | Add +0.6% | 305,010 | $17.6M |
| NorthCoast Asset Management LLC | 0.09% | Reduce -2.9% | 302,000 | $17.4M |
| Consilium Wealth Advisory, LLC | 8.50% | Reduce -3.9% | 294,703 | $17.0M |
| Foundations Investment Advisors, LLC | 0.28% | Add +11.0% | 261,801 | $15.1M |
| Waverly Advisors, LLC | 0.18% | Reduce -0.1% | 258,140 | $14.9M |
| Centerline Wealth Advisors, LLC | 8.68% | Reduce -0.1% | 252,835 | $14.6M |
| Jim Saulnier & Associates, LLC | 11.02% | Add +20.1% | 245,927 | $14.2M |
| Royal Bank of Canada | 0.00% | Reduce -26.8% | 189,255 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +1.8% | 183,505 | $10.6M |
| One Capital Management, LLC | 0.34% | Add +10.4% | 174,297 | $10.0M |
| BSW Wealth Partners | 1.48% | Add +4.4% | 169,641 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -86.6% | 143,331 | $8.3M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -1.3% | 135,695 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +64.3% | 134,195 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.7% | 133,014 | $7.7M |
| Bell Investment Advisors, Inc | 1.32% | Reduce -6.8% | 123,923 | $7.1M |
| Phil A. Younker & Associates, Ltd. | 6.75% | Reduce -1.7% | 119,068 | $6.9M |
| TRUE Private Wealth Advisors | 0.81% | Add +1.1% | 115,713 | $6.7M |
| Richard Bernstein Advisors LLC | 0.15% | Reduce -83.4% | 108,439 | $6.2M |
| Wealth Forward, LLC | 4.39% | Add +1.3% | 107,110 | $6.2M |
| Ellenbecker Investment Group | 1.03% | Reduce -2.6% | 99,722 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -21.8% | 99,472 | $5.7M |
| Eight 31 Financial, LLC | 3.65% | Add +2281.2% | 98,794 | $5.7M |
| WestEnd Advisors, LLC | 0.15% | Reduce -60.6% | 97,105 | $5.6M |
| NBT Bank, N.A. | 0.40% | Add +3.1% | 96,917 | $5.6M |
| Strategic Family Wealth Counselors, L.L.C. | 1.67% | Add +0.1% | 89,396 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.4% | 86,842 | $5.0M |
| Unique Wealth, LLC | 0.93% | Reduce -2.5% | 85,407 | $4.9M |
| Corient Private Wealth LP | 0.01% | Reduce -13.0% | 83,793 | $4.8M |
| Patton Albertson Miller Group, LLC | 0.71% | Add +3.9% | 82,714 | $4.8M |
| Dakota Wealth Management | 0.11% | Reduce -0.7% | 82,090 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.0% | 80,535 | $4.6M |
| Lodestar Private Asset Management LLC | 0.55% | Add +7.8% | 76,286 | $4.4M |
| LBMC Investment Advisors, LLC | 0.34% | Reduce -3.1% | 74,955 | $4.3M |
| BlueStem Wealth Partners, LLC | 0.58% | Reduce -3.9% | 73,894 | $4.3M |
| First Foundation Advisors | 0.17% | Reduce -3.9% | 71,992 | $4.1M |
| Weaver Consulting Group | 1.24% | Reduce -4.9% | 71,417 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -57.9% | 69,615 | $4.0M |
| GeoWealth Management, LLC | 0.16% | Reduce -1.4% | 68,418 | $3.9M |
| Burt Wealth Advisors | 0.93% | Reduce -1.3% | 64,451 | $3.7M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -0.5% | 61,428 | $3.5M |
| &partners | 0.04% | Reduce -5.1% | 58,038 | $3.3M |
| Viewpoint Investment Partners Corp. | 1.79% | No change | 57,590 | $3.3M |
| Fort Henry Capital, LLC | 2.36% | Add +1.7% | 57,043 | $3.3M |
| Brookstone Capital Management | 0.05% | Reduce -3.8% | 56,744 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -57.0% | 56,243 | $3.2M |
| Global Assets Advisory, LLC | 0.60% | Add +184.7% | 57,672 | $3.2M |
| Prosperity Consulting Group, LLC | 0.24% | Add +11.0% | 53,913 | $3.1M |
| Marino, Stram & Associates LLC | 0.65% | Reduce -19.5% | 50,614 | $2.9M |
| Focus Partners Wealth | 0.01% | Reduce -2.3% | 49,454 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +12.2% | 48,122 | $2.8M |
| Ethos Financial Group, LLC | 0.25% | No change | 44,817 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -46.3% | 41,584 | $2.4M |
| Northwest Wealth Management, LLC | 0.47% | Reduce -5.0% | 40,751 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -85.5% | 39,668 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -34.1% | 39,363 | $2.3M |
| Cahill Financial Advisors Inc. | 0.31% | Reduce -4.0% | 39,099 | $2.3M |
| Harbour Investments, Inc. | 0.06% | Add +9.9% | 35,549 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -25.3% | 35,194 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +1.9% | 34,755 | $2.0M |
| IMA Advisory Services, Inc. | 0.23% | Reduce -0.7% | 34,278 | $2.0M |
| Intrua Financial, LLC | 0.31% | Reduce -0.8% | 33,958 | $2.0M |
| John W. Brooker & Co., CPAs | 0.77% | Reduce -0.2% | 32,434 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -24.1% | 32,389 | $1.9M |
| Legacy Advisory Services, LLC | 1.54% | New | 31,779 | $1.8M |
| Creative Planning | 0.00% | Add +33.3% | 30,281 | $1.7M |
| Avalon Capital Management | 0.49% | Add +62.3% | 29,406 | $1.7M |
| RTD Financial Advisors, Inc. | 0.23% | Add +6.9% | 29,284 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Reduce -2.0% | 29,083 | $1.7M |
| Retireful, LLC | 1.55% | New | 28,455 | $1.6M |
| Harbor Group, Inc. | 0.32% | Add +0.2% | 28,112 | $1.6M |
| IFG Advisory, LLC | 0.09% | Add +15.1% | 27,250 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +21.5% | 26,900 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +4.7% | 26,519 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +13.4% | 26,478 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -10.4% | 26,407 | $1.5M |
| Prentice Wealth Management LLC | 0.44% | New | 26,330 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.95% | Reduce -7.3% | 25,984 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -4.9% | 25,968 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +11.3% | 24,781 | $1.4M |
| Rothschild Wealth LLC | 0.40% | Reduce -0.7% | 24,604 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 24,548 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +9.2% | 24,414 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Reduce -23.0% | 24,121 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Add +4.9% | 23,351 | $1.3M |
| Legacy Financial Group LLC | 0.21% | Reduce -1.7% | 23,290 | $1.3M |
| Integrity Financial Corp | 0.76% | Reduce -8.6% | 23,156 | $1.3M |
| BluePointe Capital Management, LLC | 0.49% | New | 22,555 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +11.0% | 22,337 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.6% | 22,123 | $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.