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 |
| Gallacher Capital Management LLC | 0.62% | Reduce -37.0% | 22,097 | $1.3M |
| Waterloo Capital, L.P. | 0.11% | Add +34.5% | 21,439 | $1.2M |
| Piedmont Capital Management, LLC | 0.88% | Reduce -0.7% | 23,048 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 21,066 | $1.2M |
| Capital Insight Partners, LLC | 0.21% | Add +0.5% | 20,958 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +11.0% | 20,796 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.9% | 20,623 | $1.2M |
| IMG Wealth Management, Inc. | 1.04% | Reduce -13.9% | 20,072 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -12.8% | 19,689 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +74.4% | 19,642 | $1.1M |
| SimpliFi, Inc. | 0.51% | Add +0.5% | 19,383 | $1.1M |
| Northstar Group, Inc. | 0.19% | Add +0.4% | 19,350 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.1% | 18,970 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.0% | 18,241 | $1.1M |
| Martin Worley Group | 0.60% | Reduce -3.6% | 18,141 | $1.0M |
| Oxinas Partners, LLC | 0.61% | Reduce -0.1% | 18,067 | $1.0M |
| Stonebridge Financial Group, LLC | 0.11% | Add +33.3% | 17,972 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.3% | 17,601 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -63.7% | 17,466 | $1.0M |
| WBH Advisory Inc. | 0.09% | No change | 17,217 | $991K |
| High Falls Advisors, Inc | 0.23% | Reduce -2.5% | 17,184 | $989K |
| Greystone Financial Group, LLC | 0.17% | Add +9.9% | 16,737 | $964K |
| Sigma Planning Corp | 0.03% | Add +0.5% | 16,715 | $962K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 16,390 | $944K |
| Pacific Capital Wealth Advisors, Inc. | 0.16% | Reduce -5.1% | 16,281 | $937K |
| Milestone Asset Management, LLC | 0.20% | Add +11.6% | 16,079 | $926K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +10.4% | 15,870 | $914K |
| Moss Adams Wealth Advisors LLC | 0.10% | Add +41.8% | 15,817 | $911K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.7% | 15,566 | $896K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.4% | 15,323 | $882K |
| Engineers Gate Manager LP | 0.01% | New | 15,227 | $877K |
| Institute for Wealth Management, LLC. | 0.11% | Add +10.6% | 14,434 | $831K |
| PDS Planning, Inc | 0.07% | Reduce -5.0% | 14,318 | $824K |
| Ameriflex Group, Inc. | 0.33% | Reduce -0.5% | 14,125 | $813K |
| MPS Loria Financial Planners, LLC | 0.24% | Add +75.5% | 14,067 | $810K |
| Mariner, LLC | 0.00% | Add +3.8% | 14,030 | $808K |
| SouthState Bank Corp | 0.04% | Add +3337.7% | 13,407 | $772K |
| CENTRAL TRUST Co | 0.02% | Add +6.7% | 13,376 | $770K |
| Sage Financial Group Inc. | 0.06% | No change | 13,106 | $755K |
| Fidato Wealth LLC | 0.55% | Reduce -5.8% | 12,514 | $720K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -8.4% | 12,467 | $718K |
| Qube Research & Technologies Ltd | 0.00% | Add +28.0% | 12,349 | $711K |
| Pure Financial Advisors, LLC | 0.01% | New | 12,306 | $708K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 12,230 | $704K |
| Westmount Partners, LLC | 0.21% | Reduce -3.2% | 12,128 | $698K |
| Trilogy Capital Inc. | 0.04% | Reduce -3.7% | 12,102 | $697K |
| Scotia Capital Inc. | 0.00% | Add +1.8% | 11,984 | $690K |
| Cerity Partners LLC | 0.00% | Reduce -14.7% | 11,910 | $686K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +17.5% | 11,832 | $681K |
| HFM Investment Advisors, LLC | 0.33% | — | 11,720 | $675K |
| Integrity Wealth Solutions LLC | 0.36% | Add +7.6% | 11,608 | $668K |
| New England Private Wealth Advisors LLC | 0.10% | Reduce -1.6% | 11,518 | $663K |
| Cahaba Wealth Management, Inc. | 0.05% | No change | 11,469 | $660K |
| Corrigan Financial, Inc. | 0.13% | Reduce -0.5% | 11,328 | $652K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.6% | 11,010 | $634K |
| Stifel Financial Corp. | 0.00% | Reduce -96.5% | 10,915 | $628K |
| Modera Wealth Management, LLC | 0.01% | Add +19.7% | 10,873 | $626K |
| Prospera Financial Services Inc | 0.01% | Add +0.5% | 10,391 | $598K |
| Brio Consultants, LLC | 0.09% | Add +7.4% | 10,384 | $598K |
| Buttonwood Financial Group, LLC | 0.35% | Add +6.0% | 10,766 | $592K |
| AdvisorNet Financial, Inc | 0.04% | Add +9.5% | 10,231 | $589K |
| Godshalk Welsh Capital Management, Inc. | 0.38% | No change | 10,135 | $583K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 9,961 | $573K |
| GTS Securities LLC | 0.02% | Reduce -50.6% | 9,898 | $570K |
| Tempus Wealth Planning, LLC | 0.17% | Reduce -11.3% | 9,898 | $570K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -55.3% | 9,868 | $570K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -3.6% | 9,812 | $565K |
| Beacon Financial Advisory LLC | 0.17% | Add +1.4% | 9,639 | $555K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.7% | 9,551 | $550K |
| EFG Asset Management (Americas) Corp. | 0.11% | No change | 9,376 | $540K |
| Millennium Management | 0.00% | New | 9,333 | $537K |
| Heirloom Wealth Management | 0.15% | Reduce -19.2% | 9,305 | $536K |
| Napa Wealth Management | 0.30% | Reduce -4.7% | 9,280 | $534K |
| NewEdge Advisors, LLC | 0.00% | Add +10.2% | 9,254 | $533K |
| World Investment Advisors | 0.01% | Reduce -10.9% | 9,240 | $532K |
| Wealthspire Advisors, LLC | 0.00% | Add +91.8% | 8,802 | $507K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 8,793 | $506K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Reduce -6.7% | 8,803 | $502K |
| New Capital Management LP | 0.14% | Reduce -2.8% | 8,711 | $501K |
| Nvwm, LLC | 0.13% | Add +23.1% | 8,638 | $497K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +1.9% | 8,563 | $493K |
| Fermata Advisors, LLC | 0.09% | Add +136.2% | 8,539 | $492K |
| Boston Research & Management Inc. | 0.12% | Add +0.7% | 8,509 | $490K |
| Summit Financial Wealth Advisors, LLC | 0.10% | No change | 8,480 | $488K |
| Camarda Financial Advisors, LLC | 0.22% | Reduce -9.2% | 8,321 | $479K |
| Tyler-Stone Wealth Management | 0.08% | No change | 8,210 | $473K |
| Strategic Advocates LLC | 0.16% | Reduce -1.5% | 8,065 | $464K |
| CX Institutional | 0.02% | New | 8,037 | $463K |
| Orin Green Financial, LLC | 0.21% | New | 8,230 | $454K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.3% | 7,644 | $440K |
| Fiduciary Financial Group, LLC | 0.10% | Add +2.1% | 7,965 | $438K |
| Centaurus Financial, Inc. | 0.03% | Add +15.3% | 7,590 | $437K |
| Hubbell Strickland Wealth Management, LLC | 0.20% | Reduce -1.4% | 7,395 | $426K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -3.6% | 7,284 | $419K |
| OneDigital Investment Advisors LLC | 0.00% | Add +30.5% | 7,180 | $413K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,124 | $410K |
| Venturi Wealth Management, LLC | 0.02% | Add +7.1% | 6,935 | $399K |
| Harbor Investment Advisory, LLC | 0.04% | Add +1.5% | 6,798 | $391K |
| HUB Investment Partners, LLC | 0.02% | Add +5.2% | 6,714 | $387K |
| Gould Capital, LLC | 0.27% | Add +2.3% | 6,596 | $380K |
| Boston Standard Wealth Management, LLC | 0.08% | Reduce -7.4% | 6,717 | $378K |
| Integrated Investment Consultants, LLC | 0.07% | New | 297,294 | $376K |
| Wealthedge Investment Advisors, LLC | 0.17% | Add +3.6% | 6,413 | $369K |
| Nicolet Advisory Services, LLC | 0.04% | Add +3.6% | 6,661 | $366K |
| Morton Brown Family Wealth, LLC | 0.12% | Reduce -1.7% | 6,358 | $366K |
| Elevate Wealth Advisory, Inc. | 0.26% | Add +0.4% | 6,336 | $365K |
| Farther Finance Advisors, LLC | 0.01% | Add +140.4% | 6,249 | $361K |
| DORVAL Corp | 0.14% | No change | 6,079 | $358K |
| Reyes Financial Architecture, Inc. | 0.26% | New | 6,183 | $356K |
| GEN Financial Management, INC. | 0.24% | Add +7.9% | 6,144 | $354K |
| Philip James Wealth Mangement, LLC | 0.04% | Add +6.2% | 6,097 | $351K |
| RDA Financial Network | 0.10% | Reduce -4.5% | 5,965 | $343K |
| International Assets Investment Management, LLC | 0.03% | Add +6.1% | 5,920 | $341K |
| Valmark Advisers, Inc. | 0.01% | No change | 5,882 | $339K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 5,868 | $338K |
| Divergent Planning, LLC | 0.11% | No change | 5,976 | $336K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -10.3% | 5,826 | $335K |
| Cornerstone Planning Group LLC | 0.08% | Reduce -12.8% | 5,947 | $335K |
| Cwm, LLC | 0.00% | Add +15.3% | 5,672 | $327K |
| Successful Portfolios LLC | 0.22% | New | 5,660 | $326K |
| Comerica Bank | 0.00% | Reduce -84.8% | 5,648 | $325K |
| Susquehanna International Group, LLP | 0.00% | New | 5,641 | $325K |
| Canal Capital Management, LLC | 0.05% | Reduce -5.7% | 5,630 | $324K |
| Peregrine Asset Advisers, Inc. | 0.12% | No change | 5,613 | $323K |
| Jones Financial Companies LLLP | 0.00% | Add +220.0% | 5,593 | $321K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 5,581 | $321K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -11.8% | 5,531 | $318K |
| MML Investors Services, LLC | 0.00% | New | 5,441 | $313K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -96.1% | 5,130 | $297K |
| Mason & Associates, LLC | 0.09% | Reduce -34.6% | 5,140 | $296K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.3% | 5,132 | $295K |
| StoneX Group Inc. | 0.02% | No change | 5,065 | $292K |
| CoreCap Advisors, LLC | 0.01% | Add +18.6% | 5,025 | $289K |
| Carret Asset Management, LLC | 0.03% | No change | 5,022 | $289K |
| Wealthquest Corp | 0.02% | Reduce -9.4% | 4,998 | $288K |
| Lido Advisors, LLC | 0.00% | Reduce -15.0% | 4,971 | $286K |
| Aquire Wealth Advisors, LLC | 0.09% | Add +3.3% | 4,825 | $278K |
| Capital Analysts, LLC | 0.01% | No change | 4,800 | $276K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 4,794 | $276K |
| Efficient Advisors, LLC | 0.02% | Reduce -4.2% | 4,739 | $273K |
| Syverson Strege & Co | 0.09% | Add +2.1% | 4,724 | $272K |
| MRWM Advisors, LLC | 0.19% | Reduce -10.6% | 4,670 | $269K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +8.7% | 4,667 | $269K |
| Clear Creek Financial Management, LLC | 0.03% | Add +5.2% | 4,640 | $267K |
| Advisor Resource Council | 0.02% | New | 4,607 | $265K |
| Medallion Wealth Advisors, LLC | 0.12% | No change | 4,561 | $263K |
| Signet Financial Management, LLC | 0.04% | No change | 4,525 | $261K |
| Brighton Jones LLC | 0.01% | No change | 4,456 | $257K |
| Northern Trust Corp. | 0.00% | New | 4,430 | $255K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -10.4% | 4,410 | $254K |
| Bellwether Advisors, LLC | 0.05% | Reduce -12.5% | 4,351 | $250K |
| Chesapeake Wealth Management | 0.09% | No change | 4,305 | $248K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $248K |
| Howard Wealth Management, LLC | 0.14% | Reduce -6.9% | 4,284 | $247K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $242K |
| Manchester Financial Inc. | 0.05% | Add +0.9% | 4,146 | $239K |
| Sensible Money, LLC | 0.10% | No change | 4,100 | $236K |
| Asset Dedication, LLC | 0.02% | No change | 4,100 | $236K |
| Altura Wealth Advisors Inc. | 0.16% | New | 4,081 | $235K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -16.5% | 4,052 | $233K |
| Western Wealth Management, LLC | 0.02% | Reduce -11.0% | 4,048 | $233K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.9% | 4,007 | $231K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -1.3% | 4,001 | $230K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,996 | $230K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.8% | 3,950 | $227K |
| Salus Financial Advisors, LLC | 0.17% | Reduce -10.6% | 3,934 | $226K |
| Millstone Evans Group, LLC | 0.15% | Reduce -1.5% | 3,841 | $221K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -58.3% | 3,804 | $219K |
| Landmark Wealth Management, LLC | 0.10% | Reduce -5.8% | 3,795 | $218K |
| Clear Point Advisors Inc. | 0.19% | Reduce -30.0% | 3,695 | $213K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 3,658 | $211K |
| Marshall Financial Group Inc. | 0.07% | Reduce -1.4% | 3,655 | $210K |
| Cibc World Market Inc. | 0.00% | Reduce -0.2% | 3,615 | $208K |
| Apex Wealth Management, LLC | 0.18% | No change | 3,557 | $205K |
| MAI Capital Management | 0.00% | Reduce -2.1% | 3,557 | $205K |
| Fca Corp. | 0.07% | No change | 3,557 | $205K |
| CW Advisors, LLC | 0.00% | No change | 3,526 | $203K |
| Insight Wealth Partners, LLC | 0.12% | No change | 3,502 | $202K |
| Center for Financial Planning, Inc. | 0.02% | No change | 3,370 | $194K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 3,367 | $194K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | No change | 2,972 | $171K |
| Parallel Advisors, LLC | 0.00% | Add +0.0% | 2,825 | $163K |
| FMR LLC | 0.00% | Add +45.9% | 2,774 | $160K |
| Redwood Park Advisors LLC | 0.12% | Add +211.3% | 2,503 | $144K |
| Wolff Wiese Magana LLC | 0.10% | Reduce -1.0% | 2,444 | $141K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +85.8% | 2,443 | $141K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -64.0% | 2,218 | $128K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +1.3% | 1,961 | $113K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.5% | 1,872 | $108K |
| Wayfinding Financial, LLC | 0.05% | New | 1,860 | $107K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $97K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,609 | $93K |
| Park Square Financial Group, LLC | 0.06% | Add +11.8% | 1,420 | $82K |
| CKW Financial Group | 0.01% | Add +8.3% | 1,360 | $79K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,213 | $70K |
| PNC Financial Services Group, Inc. | 0.00% | Add +79.5% | 1,185 | $68K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,162 | $67K |
| Continuum Advisory, LLC | 0.01% | Add +85.9% | 1,160 | $67K |
| Highline Wealth Partners LLC | 0.02% | No change | 1,138 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.7% | 1,158 | $62K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -41.7% | 1,067 | $61K |
| Arax Advisory Partners | 0.00% | Reduce -2.1% | 1,025 | $59K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,000 | $58K |
| Transce3nd, LLC | 0.02% | Add +0.5% | 965 | $56K |
| AllSquare Wealth Management LLC | 0.03% | Add +5.9% | 956 | $55K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $51K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.1% | 830 | $48K |
| Bay Harbor Wealth Management, LLC | 0.01% | Reduce -22.0% | 824 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.7% | 802 | $46K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 786 | $45K |
| Columbia River Financial Group, LLC | 0.03% | New | 797 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 777 | $45K |
| New Republic Capital, LLC | 0.02% | New | 773 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 750 | $43K |
| IFP Advisors, Inc | 0.00% | Add +20.9% | 689 | $40K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 680 | $39K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -0.6% | 672 | $39K |
| N.E.W. Advisory Services LLC | 0.00% | New | 618 | $36K |
| EPG Wealth Management LLC | 0.01% | No change | 600 | $35K |
| Concord Wealth Partners | 0.01% | No change | 587 | $34K |
| Capital A Wealth Management, LLC | 0.03% | Reduce -18.4% | 568 | $33K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $32K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $30K |
| Midwest Capital Advisors, LLC | 0.02% | No change | 500 | $29K |
| Tsfg, LLC | 0.01% | No change | 490 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -19.5% | 467 | $27K |
| Signaturefd, LLC | 0.00% | No change | 427 | $25K |
| Ancora Advisors LLC | 0.00% | Reduce -16.0% | 416 | $24K |
| Founders Capital Management | 0.02% | Add +9.4% | 406 | $23K |
| FSA Wealth Management LLC | 0.01% | Add +52.8% | 472 | $21K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 307 | $18K |
| MCF Advisors LLC | 0.00% | No change | 271 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -71.5% | 245 | $14K |
| McIlrath & Eck, LLC | 0.00% | Reduce -20.3% | 235 | $14K |
| Archer Investment Corp | 0.00% | No change | 215 | $12K |
| US Bancorp \de | 0.00% | No change | 200 | $12K |
| Lindbrook Capital, LLC | 0.00% | No change | 150 | $9K |
| Paladin Advisory Group, LLC | 0.01% | No change | 139 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +1100.0% | 132 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 123 | $7K |
| Coldstream Capital Management Inc. | 0.00% | New | 105 | $6K |
| Delta Asset Management LLC | 0.00% | Reduce -16.7% | 100 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 43 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 35 | $2K |
| City Holding Co. | 0.00% | No change | 35 | $2K |
| Sarver Vrooman Wealth Advisors | 0.00% | — | 33 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Rossby Financial, LCC | 0.00% | New | 20 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.0% | 3 | $173 |
| 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.