iShares Core 60/40 BalancedAORETF
13F holders, Q3 2025 (September 30)389holders +22
49new positions
22sold out
2famous investors
$63.27avg. 13F price*
At the end of Q3 2025, 389 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 22 from Q2 2025. 49 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($117.1M), Worth Asset Management, LLC ($41.1M) and JPMorgan Chase & Co. ($39.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core 60/40 Balanced
- CUSIP
- 464289867
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $49.3M |
| Exits | 22 | $15.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,758,075 shares bought and 1,097,207 shares sold, net +660,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| BlackRock, Inc. | 0.00% | Add +1.5% | 1,818,233 | $117.1M |
| Worth Asset Management, LLC | 18.46% | Add +67.4% | 637,764 | $41.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.2% | 608,450 | $39.2M |
| LPL Financial LLC | 0.01% | Add +19.4% | 602,137 | $38.8M |
| Mesirow Financial Investment Management, Inc. | 0.66% | Reduce -3.5% | 573,177 | $36.9M |
| Bank of America Corp. | 0.00% | Reduce -10.4% | 498,134 | $32.1M |
| Aspiriant, LLC | 0.92% | Add +3.0% | 465,643 | $30.0M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 427,679 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +5.5% | 423,120 | $27.2M |
| Consilium Wealth Advisory, LLC | 7.73% | Add +3.9% | 311,258 | $20.0M |
| Foundations Investment Advisors, LLC | 0.28% | Add +4.1% | 300,333 | $19.3M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -1.3% | 293,944 | $18.9M |
| Jim Saulnier & Associates, LLC | 10.48% | Add +3.2% | 292,135 | $18.8M |
| Assetmark, Inc. | 0.04% | Reduce -4.0% | 283,333 | $18.2M |
| Madrid Financial Services | 10.92% | New | 271,142 | $17.5M |
| UBS Group AG | 0.00% | Reduce -11.2% | 256,428 | $16.5M |
| Waverly Advisors, LLC | 0.16% | Add +0.2% | 254,868 | $16.4M |
| BSW Wealth Partners | 1.89% | Add +10.8% | 235,663 | $15.2M |
| Lebenthal Global Advisors, LLC | 2.53% | Reduce -0.0% | 224,444 | $14.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +9.6% | 198,212 | $12.8M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 197,819 | $12.7M |
| TTP Investments, Inc. | 3.10% | New | 165,999 | $10.7M |
| Centerline Wealth Advisors, LLC | 4.12% | Reduce -2.4% | 147,136 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.2% | 140,051 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +0.5% | 137,379 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 135,495 | $8.7M |
| Phil A. Younker & Associates, Ltd. | 6.53% | Add +12.5% | 132,373 | $8.5M |
| TRUE Private Wealth Advisors | 0.80% | Add +3.9% | 121,849 | $7.8M |
| Eight 31 Financial, LLC | 3.92% | Add +9.9% | 107,940 | $6.9M |
| Ellenbecker Investment Group | 0.98% | Add +4.4% | 102,734 | $6.6M |
| Lodestar Private Asset Management LLC | 0.68% | Add +13.7% | 101,063 | $6.5M |
| Bell Investment Advisors, Inc | 1.06% | Reduce -3.5% | 100,914 | $6.5M |
| NBT Bank, N.A. | 0.42% | Reduce -99.9% | 64 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +193.7% | 97,803 | $6.3M |
| Hanover Advisors Inc. | 2.42% | Add +598.5% | 96,731 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 96,534 | $6.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.54% | Add +2.9% | 92,829 | $6.0M |
| Unique Wealth, LLC | 0.87% | Reduce -1.3% | 92,034 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.3% | 91,469 | $5.9M |
| Wealth Forward, LLC | 3.28% | Reduce -17.8% | 87,746 | $5.6M |
| Patton Albertson Miller Group, LLC | 0.65% | Reduce -1.1% | 83,924 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 83,919 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.2% | 80,982 | $5.2M |
| LBMC Investment Advisors, LLC | 0.31% | Add +0.8% | 74,707 | $4.8M |
| First Foundation Advisors | 0.18% | Add +2.9% | 74,276 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.1% | 73,249 | $4.7M |
| Weaver Consulting Group | 1.18% | Add +0.5% | 72,168 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -7.3% | 71,993 | $4.6M |
| BlueStem Wealth Partners, LLC | 0.51% | Add +0.6% | 69,392 | $4.5M |
| Prosperity Consulting Group, LLC | 0.22% | Add +7.7% | 68,552 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +28.0% | 67,059 | $4.3M |
| Burt Wealth Advisors | 1.01% | Reduce -0.1% | 63,984 | $4.1M |
| Brookstone Capital Management | 0.05% | Reduce -2.3% | 62,332 | $4.0M |
| Creative Planning | 0.00% | Add +33.0% | 58,866 | $3.8M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -2.4% | 58,355 | $3.8M |
| Fort Henry Capital, LLC | 2.35% | Add +0.5% | 57,524 | $3.7M |
| &partners | 0.02% | Reduce -0.5% | 56,208 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +455.2% | 55,403 | $3.6M |
| Viewpoint Investment Partners Corp. | 1.94% | No change | 57,590 | $3.5M |
| GeoWealth Management, LLC | 0.13% | Reduce -28.5% | 54,218 | $3.5M |
| Dakota Wealth Management | 0.07% | Reduce -13.6% | 53,651 | $3.5M |
| FAS Wealth Partners, Inc. | 0.23% | New | 52,974 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 50,846 | $3.3M |
| Marino, Stram & Associates LLC | 0.57% | Reduce -1.3% | 49,651 | $3.2M |
| Harbour Investments, Inc. | 0.07% | Reduce -0.4% | 44,984 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.6% | 44,427 | $2.9M |
| Intrua Financial, LLC | 0.32% | Add +9.4% | 42,945 | $2.8M |
| IFG Advisory, LLC | 0.11% | Add +15.1% | 38,777 | $2.5M |
| Cahill Financial Advisors Inc. | 0.28% | Add +0.1% | 38,439 | $2.5M |
| Integrated Advisors Network LLC | 0.10% | Add +23.4% | 35,839 | $2.3M |
| Silver Oak Securities, Incorporated | 0.17% | New | 35,580 | $2.3M |
| Visionary Wealth Advisors | 0.11% | Add +0.5% | 35,102 | $2.3M |
| Northwest Wealth Management, LLC | 0.37% | Reduce -6.9% | 34,779 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -14.8% | 33,168 | $2.1M |
| Legacy Advisory Services, LLC | 1.54% | No change | 31,779 | $2.0M |
| Rothschild Wealth LLC | 0.43% | Add +11.5% | 30,722 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 30,605 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Add +45.4% | 30,556 | $2.0M |
| National Bank of Canada | 0.00% | Add +6.0% | 30,468 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +6.5% | 29,980 | $1.9M |
| Global Assets Advisory, LLC | 0.55% | Add +39.9% | 28,597 | $1.8M |
| Harbor Group, Inc. | 0.28% | Add +0.4% | 27,728 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +6.2% | 27,655 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 27,644 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +1.1% | 27,596 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -4.2% | 27,560 | $1.8M |
| RTD Financial Advisors, Inc. | 0.21% | Add +2.3% | 26,844 | $1.7M |
| Prentice Wealth Management LLC | 0.42% | Add +1.4% | 26,471 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.3% | 26,419 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +5.1% | 26,139 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +9.1% | 25,583 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +18.3% | 25,513 | $1.6M |
| IMA Advisory Services, Inc. | 0.16% | Reduce -23.0% | 25,595 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.8% | 25,021 | $1.6M |
| Ameriflex Group, Inc. | 0.60% | Add +80.8% | 25,014 | $1.6M |
| Avior Wealth Management, LLC | 0.05% | Add +1.9% | 24,929 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -1.2% | 23,788 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.85% | Reduce -8.3% | 23,520 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 23,170 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 23,014 | $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.