iShares Core 60/40 BalancedAORETF
13F holders, Q2 2025 (June 30)367holders +16
31new positions
13sold out
3famous investors
$60.16avg. 13F price*
At the end of Q2 2025, 367 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 16 from Q1 2025. 31 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($110.3M), JPMorgan Chase & Co. ($44.2M) and Mesirow Financial Investment Management, Inc. ($36.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $41.7M |
| Exits | 13 | $3.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,587,967 shares bought and 1,095,102 shares sold, net +492,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 367 holders
| BlackRock, Inc. | 0.00% | Add +3.4% | 1,791,263 | $110.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 717,742 | $44.2M |
| Mesirow Financial Investment Management, Inc. | 0.71% | Reduce -1.5% | 594,241 | $36.6M |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 555,937 | $34.2M |
| LPL Financial LLC | 0.01% | Add +26.8% | 504,316 | $31.1M |
| Aspiriant, LLC | 0.89% | Reduce -2.5% | 452,195 | $27.8M |
| Morgan Stanley | 0.00% | Reduce -18.4% | 436,440 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 401,196 | $24.7M |
| Worth Asset Management, LLC | 11.57% | New | 381,062 | $23.5M |
| Consilium Wealth Advisory, LLC | 7.78% | Add +1.7% | 299,617 | $18.4M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -1.4% | 297,853 | $18.3M |
| Assetmark, Inc. | 0.04% | Reduce -3.3% | 295,098 | $18.2M |
| UBS Group AG | 0.00% | Reduce -8.7% | 288,690 | $17.8M |
| Foundations Investment Advisors, LLC | 0.28% | Add +10.2% | 288,432 | $17.8M |
| Jim Saulnier & Associates, LLC | 11.88% | Add +15.1% | 283,024 | $17.4M |
| Waverly Advisors, LLC | 0.17% | Reduce -1.5% | 254,349 | $15.7M |
| Lebenthal Global Advisors, LLC | 2.58% | Reduce -34.6% | 224,477 | $13.8M |
| BSW Wealth Partners | 1.79% | Add +25.4% | 212,686 | $13.1M |
| Osaic Holdings, Inc. | 0.02% | Add +56.2% | 209,566 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +9.0% | 206,371 | $12.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.4% | 180,843 | $11.1M |
| Centerline Wealth Advisors, LLC | 4.55% | Reduce -40.4% | 150,756 | $9.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +0.8% | 136,723 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.4% | 134,189 | $8.3M |
| Phil A. Younker & Associates, Ltd. | 7.14% | Reduce -1.2% | 117,647 | $7.2M |
| TRUE Private Wealth Advisors | 0.81% | Add +1.3% | 117,249 | $7.2M |
| Wealth Forward, LLC | 4.42% | Reduce -0.3% | 106,735 | $6.6M |
| Bell Investment Advisors, Inc | 1.11% | Reduce -15.6% | 104,606 | $6.4M |
| Elevation Capital Advisory, LLC | 2.44% | New | 98,905 | $6.1M |
| NBT Bank, N.A. | 0.42% | Add +2.0% | 98,865 | $6.1M |
| Ellenbecker Investment Group | 0.98% | Reduce -1.3% | 98,383 | $6.1M |
| Eight 31 Financial, LLC | 3.99% | Reduce -0.6% | 98,218 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -2.6% | 96,864 | $6.0M |
| Unique Wealth, LLC | 0.93% | Add +9.2% | 93,240 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.6% | 90,236 | $5.6M |
| Strategic Family Wealth Counselors, L.L.C. | 1.58% | Add +0.9% | 90,200 | $5.6M |
| Lodestar Private Asset Management LLC | 0.63% | Add +16.5% | 88,900 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 87,298 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.8% | 86,021 | $5.3M |
| Patton Albertson Miller Group, LLC | 0.69% | Add +2.5% | 84,813 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -38.4% | 81,978 | $5.0M |
| Corient Private Wealth LP | 0.01% | Reduce -7.3% | 77,704 | $4.8M |
| GeoWealth Management, LLC | 0.18% | Add +10.8% | 75,844 | $4.7M |
| LBMC Investment Advisors, LLC | 0.33% | Reduce -1.1% | 74,103 | $4.6M |
| First Foundation Advisors | 0.16% | Add +0.3% | 72,206 | $4.4M |
| Weaver Consulting Group | 1.22% | Add +0.5% | 71,787 | $4.4M |
| BlueStem Wealth Partners, LLC | 0.52% | Reduce -6.6% | 68,995 | $4.2M |
| Burt Wealth Advisors | 0.90% | Reduce -0.6% | 64,076 | $3.9M |
| Brookstone Capital Management | 0.05% | Add +12.4% | 63,798 | $3.9M |
| Prosperity Consulting Group, LLC | 0.29% | Add +18.1% | 63,676 | $3.9M |
| Dakota Wealth Management | 0.08% | Reduce -24.4% | 62,098 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -2.7% | 59,768 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +947.5% | 59,092 | $3.6M |
| Viewpoint Investment Partners Corp. | 1.94% | No change | 57,590 | $3.5M |
| Fort Henry Capital, LLC | 2.37% | Add +0.4% | 57,258 | $3.5M |
| &partners | 0.03% | Reduce -2.7% | 56,483 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.7% | 53,067 | $3.3M |
| Focus Partners Wealth | 0.01% | Add +6.0% | 52,406 | $3.2M |
| Renaissance Technologies | 0.00% | Add +47.8% | 52,000 | $3.2M |
| Marino, Stram & Associates LLC | 0.63% | Reduce -0.6% | 50,318 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -3.6% | 46,379 | $2.9M |
| Harbour Investments, Inc. | 0.07% | Add +27.1% | 45,167 | $2.8M |
| WestEnd Advisors, LLC | 0.07% | Reduce -54.3% | 44,423 | $2.7M |
| Creative Planning | 0.00% | Add +46.2% | 44,263 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +8.9% | 42,885 | $2.6M |
| Ethos Financial Group, LLC | 0.23% | Reduce -4.6% | 42,759 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.1% | 41,105 | $2.5M |
| Citadel Advisors | 0.00% | New | 39,523 | $2.4M |
| Intrua Financial, LLC | 0.35% | Add +15.6% | 39,246 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +84.8% | 38,932 | $2.4M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -1.8% | 38,402 | $2.4M |
| Northwest Wealth Management, LLC | 0.42% | Reduce -8.3% | 37,347 | $2.3M |
| Visionary Wealth Advisors | 0.11% | Add +0.5% | 34,918 | $2.1M |
| IFG Advisory, LLC | 0.10% | Add +23.7% | 33,702 | $2.1M |
| Avalon Capital Management | 0.56% | Add +14.2% | 33,568 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +2.8% | 33,301 | $2.1M |
| IMA Advisory Services, Inc. | 0.22% | Reduce -3.1% | 33,222 | $2.0M |
| Legacy Advisory Services, LLC | 1.55% | No change | 31,779 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +177.7% | 30,307 | $1.9M |
| Integrated Advisors Network LLC | 0.08% | Reduce -0.1% | 29,049 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +8.6% | 28,754 | $1.8M |
| National Bank of Canada | 0.00% | Add +8.8% | 28,742 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +639.7% | 28,137 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -29.6% | 27,936 | $1.7M |
| Harbor Group, Inc. | 0.30% | Reduce -1.8% | 27,618 | $1.7M |
| Rothschild Wealth LLC | 0.42% | Add +11.9% | 27,544 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +448.9% | 27,287 | $1.7M |
| RTD Financial Advisors, Inc. | 0.21% | Reduce -10.4% | 26,233 | $1.6M |
| Prentice Wealth Management LLC | 0.42% | Reduce -0.9% | 26,094 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 26,053 | $1.6M |
| Worth Financial Advisory Group, LLC | 0.97% | Reduce -1.3% | 25,655 | $1.6M |
| Retireful, LLC | 1.08% | Reduce -10.7% | 25,402 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +1.9% | 24,872 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.2% | 24,821 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +4.8% | 24,476 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +8.9% | 24,331 | $1.5M |
| GTS Securities LLC | 0.07% | Add +144.6% | 24,212 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -7.2% | 24,087 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 23,874 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -11.9% | 23,705 | $1.5M |
"% 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.