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 |
| Equitable Holdings, Inc. | 0.01% | Add +12.8% | 23,456 | $1.4M |
| Legacy Financial Group LLC | 0.20% | Add +0.5% | 23,397 | $1.4M |
| Piedmont Capital Management, LLC | 0.83% | Add +0.6% | 23,190 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +26.8% | 23,124 | $1.4M |
| Integrity Financial Corp | 0.71% | Reduce -2.9% | 22,478 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +9.8% | 21,572 | $1.3M |
| One Capital Management, LLC | 0.05% | Reduce -87.9% | 21,150 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -12.8% | 21,023 | $1.3M |
| Sage Financial Group Inc. | 0.10% | Add +60.2% | 20,996 | $1.3M |
| Capital Insight Partners, LLC | 0.22% | No change | 20,958 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.4% | 20,935 | $1.3M |
| Savant Capital, LLC | 0.01% | New | 20,582 | $1.3M |
| Global Assets Advisory, LLC | 0.49% | Reduce -64.5% | 20,447 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.6% | 19,991 | $1.2M |
| Waterloo Capital, L.P. | 0.10% | Reduce -7.0% | 19,933 | $1.2M |
| Institute for Wealth Management, LLC. | 0.14% | Add +37.6% | 19,862 | $1.2M |
| Gallacher Capital Management LLC | 0.57% | Reduce -10.2% | 19,845 | $1.2M |
| SimpliFi, Inc. | 0.53% | Add +1.2% | 19,616 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -5.0% | 19,581 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.6% | 19,465 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +4.9% | 18,320 | $1.1M |
| Weitzel Financial Services, Inc. | 0.48% | New | 18,078 | $1.1M |
| Oxinas Partners, LLC | 0.57% | Add +0.3% | 18,113 | $1.1M |
| Northstar Group, Inc. | 0.18% | Reduce -6.7% | 18,059 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.0% | 17,516 | $1.1M |
| Martin Worley Group | 0.52% | Reduce -4.9% | 17,246 | $1.1M |
| IMG Wealth Management, Inc. | 0.82% | Reduce -14.8% | 17,105 | $1.1M |
| WBH Advisory Inc. | 0.09% | Reduce -1.1% | 17,034 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.09% | New | 16,834 | $1.0M |
| Milestone Asset Management, LLC | 0.22% | Add +3.8% | 16,688 | $1.0M |
| Moss Adams Wealth Advisors LLC | 0.09% | Add +4.0% | 16,453 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -4.0% | 16,053 | $988K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -2.8% | 15,926 | $981K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 15,870 | $977K |
| Greystone Financial Group, LLC | 0.16% | Reduce -6.5% | 15,649 | $964K |
| Trilogy Capital Inc. | 0.05% | Add +27.7% | 15,455 | $952K |
| Clearstead Advisors, LLC | 0.01% | No change | 15,323 | $943K |
| High Falls Advisors, Inc | 0.21% | Reduce -12.1% | 15,102 | $930K |
| MPS Loria Financial Planners, LLC | 0.27% | Add +7.3% | 15,091 | $929K |
| CENTRAL TRUST Co | 0.02% | Add +8.3% | 14,484 | $892K |
| NewEdge Advisors, LLC | 0.00% | Add +56.4% | 14,472 | $891K |
| PDS Planning, Inc | 0.06% | Reduce -1.3% | 14,131 | $870K |
| Hanover Advisors Inc. | 0.35% | New | 13,848 | $853K |
| Ameriflex Group, Inc. | 0.44% | Reduce -2.0% | 13,836 | $846K |
| Reyes Financial Architecture, Inc. | 0.72% | Add +118.5% | 13,509 | $832K |
| Engineers Gate Manager LP | 0.01% | Reduce -12.6% | 13,312 | $820K |
| Global Retirement Partners, LLC | 0.02% | — | 12,856 | $792K |
| Westmount Partners, LLC | 0.21% | Add +3.1% | 12,499 | $770K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.8% | 12,410 | $764K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -0.8% | 12,362 | $761K |
| Fidato Wealth LLC | 0.54% | Reduce -1.3% | 12,348 | $760K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.1% | 12,213 | $752K |
| HFM Investment Advisors, LLC | 0.32% | Add +2.4% | 11,998 | $739K |
| Stonebridge Financial Group, LLC | 0.07% | Reduce -33.3% | 11,986 | $738K |
| Mariner, LLC | 0.00% | Reduce -15.5% | 11,855 | $730K |
| Scotia Capital Inc. | 0.00% | Reduce -1.3% | 11,831 | $728K |
| Cerity Partners LLC | 0.00% | Reduce -1.3% | 11,759 | $724K |
| Brio Consultants, LLC | 0.11% | Add +13.1% | 11,748 | $723K |
| Modera Wealth Management, LLC | 0.01% | Add +7.8% | 11,726 | $722K |
| SouthState Bank Corp | 0.03% | Reduce -13.0% | 11,662 | $718K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +63.2% | 11,628 | $716K |
| New England Private Wealth Advisors LLC | 0.10% | Add +0.8% | 11,610 | $715K |
| Integrity Wealth Solutions LLC | 0.35% | Reduce -0.6% | 11,538 | $710K |
| Nvwm, LLC | 0.17% | Add +33.3% | 11,516 | $709K |
| OneDigital Investment Advisors LLC | 0.01% | Add +59.4% | 11,446 | $705K |
| Halbert Hargrove Global Advisors, LLC | 0.04% | Add +482.4% | 11,420 | $703K |
| Prospera Financial Services Inc | 0.01% | Add +5.4% | 10,950 | $674K |
| Buttonwood Financial Group, LLC | 0.34% | Add +0.5% | 10,821 | $660K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,620 | $654K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +6.0% | 10,460 | $644K |
| Beacon Financial Advisory LLC | 0.17% | Add +7.9% | 10,399 | $640K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.3% | 10,363 | $638K |
| Heirloom Wealth Management | 0.16% | Add +9.0% | 10,145 | $625K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -12.0% | 10,096 | $622K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.4% | 9,979 | $614K |
| Richard Bernstein Advisors LLC | 0.02% | Reduce -90.9% | 9,911 | $610K |
| Archford Capital Strategies, LLC | 0.08% | Add +0.8% | 9,888 | $609K |
| Tempus Wealth Planning, LLC | 0.15% | Reduce -0.9% | 9,805 | $604K |
| Napa Wealth Management | 0.28% | Add +4.3% | 9,677 | $596K |
| Camarda Financial Advisors, LLC | 0.23% | Add +15.4% | 9,599 | $591K |
| EFG Asset Management (Americas) Corp. | 0.11% | Add +0.5% | 9,418 | $580K |
| Godshalk Welsh Capital Management, Inc. | 0.36% | Reduce -7.3% | 9,393 | $578K |
| Jones Financial Companies LLLP | 0.00% | Add +65.6% | 9,261 | $568K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 9,149 | $563K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.2% | 9,057 | $558K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.8% | 9,014 | $555K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Add +1.1% | 8,900 | $548K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 8,793 | $541K |
| New Capital Management LP | 0.15% | Reduce -1.2% | 8,608 | $530K |
| Summit Financial Wealth Advisors, LLC | 0.10% | Add +1.5% | 8,604 | $530K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -0.6% | 8,509 | $524K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.2% | 8,436 | $519K |
| Fiduciary Financial Group, LLC | 0.09% | Add +3.5% | 8,247 | $508K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -47.2% | 8,216 | $506K |
| Tyler-Stone Wealth Management | 0.08% | No change | 8,210 | $505K |
| Millennium Management | 0.00% | Reduce -12.6% | 8,159 | $502K |
| Venturi Wealth Management, LLC | 0.02% | Add +16.8% | 8,099 | $499K |
| Orin Green Financial, LLC | 0.21% | Reduce -1.8% | 8,082 | $498K |
| Golden State Wealth Management, LLC | 0.06% | New | 8,071 | $497K |
| Strategic Advocates LLC | 0.15% | Reduce -0.3% | 8,039 | $495K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | Reduce -50.7% | 8,032 | $490K |
| Centaurus Financial, Inc. | 0.03% | Add +4.7% | 7,945 | $489K |
| CX Institutional | 0.02% | Reduce -1.6% | 7,911 | $487K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -20.7% | 7,901 | $486K |
| Wealthedge Investment Advisors, LLC | 0.20% | Add +18.5% | 7,599 | $468K |
| Somnio Financial Group, LLC | 0.33% | — | 7,538 | $464K |
| Hubbell Strickland Wealth Management, LLC | 0.20% | Add +1.5% | 7,509 | $462K |
| First Heartland Consultants, Inc. | 0.04% | Add +44.5% | 7,418 | $457K |
| Signet Financial Management, LLC | 0.06% | Add +63.3% | 7,387 | $455K |
| Integrated Investment Consultants, LLC | 0.09% | Add +23.6% | 367,598 | $452K |
| Boston Research & Management Inc. | 0.11% | Reduce -14.3% | 7,289 | $449K |
| Boston Standard Wealth Management, LLC | 0.08% | Add +8.1% | 7,260 | $447K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.5% | 7,226 | $445K |
| Westside Investment Management, Inc. | 0.08% | New | 7,210 | $444K |
| Harbor Investment Advisory, LLC | 0.04% | Add +3.8% | 7,055 | $434K |
| Sunbelt Securities, Inc. | 0.04% | Add +3.7% | 7,555 | $433K |
| HUB Investment Partners, LLC | 0.01% | Add +2.5% | 6,885 | $424K |
| StoneX Group Inc. | 0.02% | Add +32.9% | 6,733 | $415K |
| Valpey Financial Services, LLC | 0.28% | — | 6,568 | $404K |
| Morton Brown Family Wealth, LLC | 0.12% | Add +0.7% | 6,405 | $394K |
| Elevate Wealth Advisory, Inc. | 0.28% | Add +1.0% | 6,400 | $394K |
| Diversify Advisory Services, LLC | 0.01% | New | 6,169 | $385K |
| XML Financial, LLC | 0.03% | New | 6,218 | $383K |
| International Assets Investment Management, LLC | 0.03% | Add +3.9% | 6,150 | $379K |
| Divergent Planning, LLC | 0.11% | Add +2.4% | 6,117 | $376K |
| DORVAL Corp | 0.13% | No change | 6,079 | $374K |
| Cornerstone Planning Group LLC | 0.08% | Add +1.9% | 6,058 | $373K |
| Valmark Advisers, Inc. | 0.01% | Add +2.5% | 6,029 | $371K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -2.0% | 5,973 | $368K |
| RDA Financial Network | 0.10% | No change | 5,965 | $367K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.7% | 5,832 | $359K |
| Cwm, LLC | 0.00% | Add +2.2% | 5,799 | $357K |
| Destiny Wealth Partners, LLC | 0.05% | New | 5,754 | $354K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -13.3% | 5,776 | $353K |
| Maia Wealth LLC | 0.07% | New | 5,683 | $350K |
| Successful Portfolios LLC | 0.21% | No change | 5,660 | $348K |
| GEN Financial Management, INC. | 0.28% | Reduce -7.9% | 5,659 | $348K |
| Peregrine Asset Advisers, Inc. | 0.11% | No change | 5,613 | $346K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 5,581 | $344K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.3% | 5,545 | $341K |
| IFP Advisors, Inc | 0.01% | Add +700.9% | 5,518 | $340K |
| CoreCap Advisors, LLC | 0.01% | Add +8.1% | 5,430 | $334K |
| Altura Wealth Advisors Inc. | 0.18% | Add +31.1% | 5,349 | $329K |
| FMR LLC | 0.00% | Add +90.5% | 5,285 | $325K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -11.2% | 5,211 | $321K |
| Canal Capital Management, LLC | 0.05% | Reduce -10.1% | 5,064 | $312K |
| Carret Asset Management, LLC | 0.03% | No change | 5,022 | $309K |
| Wealthquest Corp | 0.02% | Reduce -0.5% | 4,975 | $306K |
| Compound Planning, Inc. | 0.01% | New | 4,914 | $303K |
| Syverson Strege & Co | 0.07% | Add +2.5% | 4,843 | $298K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 4,794 | $295K |
| Capital Analysts, LLC | 0.01% | Reduce -0.1% | 4,796 | $295K |
| Efficient Advisors, LLC | 0.02% | Reduce -0.9% | 4,695 | $289K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +0.3% | 4,682 | $288K |
| Aquire Wealth Advisors, LLC | 0.08% | Reduce -3.6% | 4,653 | $286K |
| Chesapeake Wealth Management | 0.10% | Add +8.0% | 4,650 | $286K |
| Bellwether Advisors, LLC | 0.05% | Add +6.0% | 4,613 | $284K |
| Medallion Wealth Advisors, LLC | 0.11% | Add +0.0% | 4,562 | $281K |
| Atlas Private Wealth Advisors | 0.04% | Add +12.5% | 4,560 | $281K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -2.1% | 4,544 | $280K |
| Citizens Financial Group Inc. | 0.00% | New | 4,452 | $274K |
| Brighton Jones LLC | 0.01% | Reduce -0.4% | 4,439 | $273K |
| Vantage Financial Partners, LLC | 0.06% | Add +9.4% | 4,378 | $270K |
| MAI Capital Management | 0.00% | Add +22.5% | 4,357 | $268K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $265K |
| Howard Wealth Management, LLC | 0.13% | Reduce -0.7% | 4,255 | $262K |
| ABLE Financial Group, LLC | 0.06% | New | 4,255 | $262K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $259K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +438.2% | 4,182 | $257K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -5.8% | 4,156 | $256K |
| CGN Advisors LLC | 0.02% | New | 4,139 | $255K |
| Sensible Money, LLC | 0.10% | No change | 4,100 | $252K |
| Asset Dedication, LLC | 0.02% | No change | 4,100 | $252K |
| Western Wealth Management, LLC | 0.01% | No change | 4,048 | $249K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 4,025 | $248K |
| Patten & Patten Inc. | 0.02% | New | 4,004 | $247K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,996 | $246K |
| Landmark Wealth Management, LLC | 0.10% | Add +5.2% | 3,993 | $246K |
| Comerica Bank | 0.00% | Reduce -29.8% | 3,968 | $244K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,950 | $243K |
| Pacific Sage Partners, LLC | 0.05% | New | 3,851 | $237K |
| Millstone Evans Group, LLC | 0.16% | No change | 3,841 | $236K |
| Clear Point Advisors Inc. | 0.19% | Add +0.2% | 3,701 | $228K |
| Marshall Financial Group Inc. | 0.07% | Add +0.8% | 3,686 | $227K |
| Advisory Services Network, LLC | 0.00% | New | 3,667 | $225K |
| MRWM Advisors, LLC | 0.14% | Reduce -22.1% | 3,638 | $224K |
| Fermata Advisors, LLC | 0.06% | Reduce -57.7% | 3,615 | $223K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 3,545 | $218K |
| CW Advisors, LLC | 0.00% | No change | 3,526 | $217K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -39.7% | 3,515 | $216K |
| Insight Wealth Partners, LLC | 0.12% | No change | 3,502 | $216K |
| Center for Financial Planning, Inc. | 0.02% | Add +2.3% | 3,449 | $212K |
| Fca Corp. | 0.06% | Reduce -3.6% | 3,430 | $211K |
| Mason & Associates, LLC | 0.05% | Reduce -33.4% | 3,421 | $211K |
| MML Investors Services, LLC | 0.00% | Reduce -37.8% | 3,383 | $208K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 3,367 | $207K |
| Apex Wealth Management, LLC | 0.17% | Reduce -5.7% | 3,355 | $207K |
| Mgo One Seven LLC | 0.01% | New | 3,284 | $202K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | Add +0.4% | 2,983 | $184K |
| Redwood Park Advisors LLC | 0.14% | Add +18.3% | 2,960 | $182K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 2,834 | $174K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Add +11.3% | 2,719 | $167K |
| Gould Capital, LLC | 0.11% | Reduce -60.6% | 2,596 | $160K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -79.7% | 2,512 | $155K |
| Wolff Wiese Magana LLC | 0.09% | Add +0.0% | 2,445 | $151K |
| Geneos Wealth Management Inc. | 0.00% | Add +14.3% | 2,140 | $132K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,861 | $115K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $104K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,609 | $99K |
| CKW Financial Group | 0.01% | Add +1.4% | 1,379 | $85K |
| Elevation Wealth Partners, LLC | 0.03% | Add +63.9% | 1,360 | $84K |
| New Republic Capital, LLC | 0.03% | Add +73.6% | 1,342 | $83K |
| Park Square Financial Group, LLC | 0.05% | Reduce -14.1% | 1,220 | $75K |
| Mascoma Wealth Management LLC | 0.02% | Add +0.2% | 1,215 | $75K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,158 | $71K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,143 | $70K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,072 | $66K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.8% | 1,010 | $62K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,000 | $62K |
| AllSquare Wealth Management LLC | 0.03% | Add +0.1% | 957 | $59K |
| St Germain D J Co. Inc. | 0.00% | New | 950 | $58K |
| Transce3nd, LLC | 0.02% | Reduce -5.7% | 910 | $56K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $54K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 824 | $51K |
| Arax Advisory Partners | 0.00% | Reduce -20.0% | 820 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 802 | $49K |
| JNBA Financial Advisors | 0.00% | Add +0.4% | 789 | $49K |
| Lanark Financial, Inc. | 0.00% | New | 761 | $46K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.1% | 681 | $42K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.6% | 676 | $42K |
| Oakworth Capital, Inc. | 0.00% | Reduce -14.8% | 639 | $39K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 618 | $38K |
| Concord Wealth Partners | 0.01% | Add +0.5% | 590 | $36K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $34K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $32K |
| Midwest Capital Advisors, LLC | 0.02% | No change | 500 | $31K |
| Tsfg, LLC | 0.01% | No change | 490 | $30K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -1.5% | 460 | $28K |
| Highline Wealth Partners LLC | 0.01% | Reduce -61.0% | 444 | $27K |
| Signaturefd, LLC | 0.00% | No change | 427 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 416 | $26K |
| Founders Capital Management | 0.01% | No change | 406 | $25K |
| FSA Wealth Management LLC | 0.01% | Add +0.4% | 474 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 350 | $22K |
| McIlrath & Eck, LLC | 0.00% | Add +43.4% | 337 | $21K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 307 | $19K |
| MCF Advisors LLC | 0.00% | No change | 271 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 245 | $15K |
| Archer Investment Corp | 0.00% | No change | 215 | $13K |
| US Bancorp \de | 0.00% | No change | 200 | $12K |
| Paladin Advisory Group, LLC | 0.01% | No change | 139 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +0.8% | 133 | $8K |
| AlphaCore Capital LLC | 0.00% | New | 128 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 123 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $6K |
| Crewe Advisors LLC | 0.00% | New | 73 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 43 | $3K |
| City Holding Co. | 0.00% | No change | 35 | $2K |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 33 | $2K |
| Briaud Financial Planning Inc | 0.00% | New | 47 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| WFA of San Diego, LLC | 0.00% | — | 20 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 20 | $1K |
| BNP Paribas Financial Markets | 0.00% | Add +500.0% | 18 | $1K |
| Creative Financial Designs Inc. | 0.00% | Reduce -71.4% | 10 | $616 |
| Main Street Group, LTD | 0.00% | No change | 1 | $62 |
"% 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.