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 |
| Piedmont Capital Management, LLC | 0.78% | Reduce -1.5% | 22,836 | $1.5M |
| Legacy Financial Group LLC | 0.19% | Reduce -2.2% | 22,875 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +117.3% | 22,731 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.6% | 22,714 | $1.5M |
| Weitzel Financial Services, Inc. | 0.59% | Add +25.1% | 22,620 | $1.4M |
| Moss Adams Wealth Advisors LLC | 0.11% | Add +34.8% | 22,170 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -58.5% | 21,600 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -13.5% | 21,473 | $1.4M |
| Capital Insight Partners, LLC | 0.23% | Add +0.8% | 21,129 | $1.4M |
| Integrity Financial Corp | 0.64% | Reduce -7.1% | 20,885 | $1.3M |
| Mariner, LLC | 0.00% | Add +76.2% | 20,885 | $1.3M |
| Bank of Montreal | 0.00% | Add +5.4% | 20,641 | $1.3M |
| Sage Financial Group Inc. | 0.09% | Reduce -1.8% | 20,626 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -0.5% | 20,478 | $1.3M |
| First Heartland Consultants, Inc. | 0.10% | Add +170.2% | 20,045 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.6% | 19,976 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.7% | 19,958 | $1.3M |
| Institute for Wealth Management, LLC. | 0.13% | Reduce -0.9% | 19,682 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | Add +51.5% | 19,475 | $1.3M |
| SimpliFi, Inc. | 0.52% | Reduce -3.8% | 18,879 | $1.2M |
| Waterloo Capital, L.P. | 0.09% | Reduce -9.9% | 17,960 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +327.2% | 17,753 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +11.3% | 17,659 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 17,611 | $1.1M |
| WestEnd Advisors, LLC | 0.03% | Reduce -60.5% | 17,560 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.5% | 17,497 | $1.1M |
| Milestone Asset Management, LLC | 0.21% | Add +4.3% | 17,405 | $1.1M |
| Northstar Group, Inc. | 0.17% | Reduce -4.3% | 17,275 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -27.2% | 17,264 | $1.1M |
| Gallacher Capital Management LLC | 0.44% | Reduce -13.0% | 17,259 | $1.1M |
| MPS Loria Financial Planners, LLC | 0.29% | Add +13.2% | 17,085 | $1.1M |
| WBH Advisory Inc. | 0.08% | No change | 17,034 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 16,762 | $1.1M |
| One Capital Management, LLC | 0.03% | Reduce -21.2% | 16,658 | $1.1M |
| Greystone Financial Group, LLC | 0.16% | Add +5.1% | 16,445 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +37.9% | 16,036 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -0.7% | 15,937 | $1.0M |
| IMG Wealth Management, Inc. | 0.67% | Reduce -9.9% | 15,404 | $992K |
| Clearstead Advisors, LLC | 0.01% | No change | 15,323 | $986K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -67.4% | 15,118 | $984K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 15,196 | $978K |
| CENTRAL TRUST Co | 0.02% | Add +4.5% | 15,128 | $974K |
| Westmount Partners, LLC | 0.25% | Add +19.0% | 14,871 | $961K |
| OneDigital Investment Advisors LLC | 0.01% | Add +26.6% | 14,494 | $933K |
| High Falls Advisors, Inc | 0.19% | Reduce -5.5% | 14,276 | $919K |
| Jones Financial Companies LLLP | 0.00% | Add +43.9% | 13,329 | $853K |
| MML Investors Services, LLC | 0.00% | Add +288.1% | 13,129 | $845K |
| PDS Planning, Inc | 0.06% | Reduce -9.4% | 12,808 | $825K |
| PFG Private Wealth Management, LLC | 0.36% | New | 12,561 | $809K |
| Integrity Wealth Solutions LLC | 0.36% | Add +8.9% | 12,561 | $809K |
| Nvwm, LLC | 0.18% | Add +9.0% | 12,550 | $808K |
| Modera Wealth Management, LLC | 0.01% | Add +6.9% | 12,536 | $807K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.2% | 12,440 | $801K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.2% | 12,364 | $796K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -2.0% | 12,117 | $780K |
| HFM Investment Advisors, LLC | 0.31% | Reduce -0.2% | 11,976 | $771K |
| Manning & Napier Advisors LLC | 0.01% | New | 11,917 | $765K |
| Brio Consultants, LLC | 0.10% | Add +0.8% | 11,847 | $763K |
| Scotia Capital Inc. | 0.00% | Reduce -0.0% | 11,830 | $762K |
| Mission Wealth Management, LP | 0.02% | New | 11,781 | $758K |
| New England Private Wealth Advisors LLC | 0.10% | No change | 11,610 | $747K |
| Stonebridge Financial Group, LLC | 0.07% | Reduce -3.8% | 11,530 | $742K |
| Fidato Wealth LLC | 0.48% | Reduce -8.4% | 11,307 | $728K |
| Composition Wealth, LLC | 0.01% | New | 11,094 | $714K |
| Prospera Financial Services Inc | 0.01% | Add +1.0% | 11,058 | $712K |
| AdvisorNet Financial, Inc | 0.04% | Add +4.7% | 10,852 | $699K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -5.0% | 10,849 | $698K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 10,843 | $698K |
| Buttonwood Financial Group, LLC | 0.30% | Reduce -0.1% | 10,811 | $696K |
| Golden State Wealth Management, LLC | 0.08% | Add +32.9% | 10,722 | $690K |
| Cerity Partners LLC | 0.00% | Reduce -9.9% | 10,594 | $682K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -37.1% | 10,587 | $682K |
| Beacon Financial Advisory LLC | 0.16% | Add +1.1% | 10,517 | $677K |
| Camarda Financial Advisors, LLC | 0.25% | Add +8.6% | 10,420 | $671K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.0% | 10,097 | $650K |
| Napa Wealth Management | 0.30% | Add +3.6% | 10,029 | $646K |
| Busey Bank | 0.02% | New | 10,026 | $645K |
| Independent Financial Group, LLC | 0.02% | New | 9,931 | $639K |
| Jane Street Group, LLC | 0.00% | New | 9,842 | $634K |
| Tempus Wealth Planning, LLC | 0.15% | Add +0.2% | 9,822 | $632K |
| Trilogy Capital Inc. | 0.03% | Reduce -38.5% | 9,501 | $612K |
| EFG Asset Management (Americas) Corp. | 0.11% | Add +0.8% | 9,490 | $611K |
| New Harbor Financial Group, LLC | 0.12% | New | 9,434 | $607K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -4.7% | 9,426 | $607K |
| Godshalk Welsh Capital Management, Inc. | 0.35% | Add +0.1% | 9,407 | $606K |
| Westside Investment Management, Inc. | 0.10% | Add +29.9% | 9,365 | $603K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +5.5% | 9,278 | $597K |
| Boyum Wealth Architects LLC | 0.37% | New | 9,267 | $597K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.4% | 9,020 | $581K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 9,014 | $580K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.25% | New | 8,790 | $566K |
| Venturi Wealth Management, LLC | 0.03% | Add +6.7% | 8,642 | $556K |
| Summit Financial Wealth Advisors, LLC | 0.09% | No change | 8,604 | $556K |
| New Capital Management LP | 0.15% | Add +0.2% | 8,629 | $556K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Reduce -6.3% | 8,337 | $539K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -1.8% | 8,360 | $538K |
| Strategic Advocates LLC | 0.14% | Add +2.5% | 8,244 | $531K |
| Heirloom Wealth Management | 0.13% | Reduce -18.7% | 8,244 | $531K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.6% | 8,220 | $529K |
| Merit Financial Group, LLC | 0.00% | Add +12.2% | 8,106 | $522K |
| World Investment Advisors | 0.01% | Reduce -12.1% | 8,044 | $518K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -2.7% | 8,022 | $516K |
| Orin Green Financial, LLC | 0.21% | Reduce -1.4% | 7,971 | $513K |
| CX Institutional | 0.02% | No change | 7,911 | $509K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.7% | 7,890 | $508K |
| Diversify Advisory Services, LLC | 0.02% | Add +24.7% | 7,692 | $501K |
| Medallion Wealth Advisors, LLC | 0.17% | Add +67.0% | 7,617 | $490K |
| Somnio Financial Group, LLC | 0.33% | Add +0.1% | 7,549 | $486K |
| Signet Financial Management, LLC | 0.06% | Add +0.6% | 7,429 | $478K |
| Cresset Asset Management, LLC | 0.00% | New | 7,342 | $473K |
| Integrated Investment Consultants, LLC | 0.08% | Add +4.7% | 384,902 | $464K |
| NewEdge Advisors, LLC | 0.00% | Reduce -50.3% | 7,191 | $463K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.7% | 7,106 | $457K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +76.3% | 7,097 | $457K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | Reduce -7.3% | 6,962 | $448K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -8.0% | 6,949 | $447K |
| Two Sigma Securities, LLC | 0.07% | New | 6,937 | $447K |
| Boston Research & Management Inc. | 0.10% | Reduce -5.0% | 6,926 | $446K |
| Canal Capital Management, LLC | 0.07% | Add +33.9% | 6,780 | $436K |
| Boston Standard Wealth Management, LLC | 0.07% | Reduce -7.6% | 6,705 | $432K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | New | 6,574 | $423K |
| Valpey Financial Services, LLC | 0.27% | Reduce -1.2% | 6,488 | $418K |
| CoreCap Advisors, LLC | 0.02% | Add +18.9% | 6,457 | $416K |
| Morton Brown Family Wealth, LLC | 0.12% | Add +0.5% | 6,438 | $414K |
| Elevate Wealth Advisory, Inc. | 0.30% | Add +0.2% | 6,415 | $413K |
| Wealthedge Investment Advisors, LLC | 0.15% | Reduce -16.8% | 6,322 | $407K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.7% | 6,280 | $404K |
| Cwm, LLC | 0.00% | Add +7.4% | 6,228 | $401K |
| Cornerstone Planning Group LLC | 0.06% | Add +1.5% | 6,149 | $400K |
| XML Financial, LLC | 0.03% | Reduce -0.3% | 6,196 | $399K |
| Readystate Asset Management LP | 0.04% | New | 6,120 | $394K |
| Qube Research & Technologies Ltd | 0.00% | Add +143.4% | 6,114 | $394K |
| SouthState Bank Corp | 0.02% | Reduce -47.7% | 6,104 | $393K |
| Divergent Planning, LLC | 0.10% | Reduce -0.5% | 6,088 | $393K |
| DORVAL Corp | 0.13% | No change | 6,079 | $391K |
| Philip James Wealth Mangement, LLC | 0.05% | Add +1.0% | 6,033 | $388K |
| Valmark Advisers, Inc. | 0.01% | No change | 6,029 | $388K |
| RDA Financial Network | 0.09% | No change | 5,965 | $384K |
| Maia Wealth LLC | 0.06% | Add +2.7% | 5,835 | $380K |
| International Assets Investment Management, LLC | 0.03% | No change | 6,150 | $378K |
| FMR LLC | 0.00% | Add +9.6% | 5,792 | $373K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 5,754 | $370K |
| Successful Portfolios LLC | 0.21% | Add +0.1% | 5,668 | $365K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,667 | $365K |
| Altura Wealth Advisors Inc. | 0.17% | Add +5.9% | 5,665 | $365K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.4% | 5,569 | $359K |
| Peregrine Asset Advisers, Inc. | 0.11% | Reduce -1.3% | 5,538 | $357K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -30.1% | 5,526 | $354K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -6.1% | 5,426 | $349K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | Reduce -34.0% | 5,302 | $341K |
| Compound Planning, Inc. | 0.01% | Add +2.8% | 5,050 | $325K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 5,211 | $321K |
| Carret Asset Management, LLC | 0.03% | Reduce -2.5% | 4,897 | $315K |
| Bellwether Advisors, LLC | 0.05% | Add +6.1% | 4,893 | $315K |
| Syverson Strege & Co | 0.07% | Reduce -0.2% | 4,835 | $311K |
| Transcendent Capital Group LLC | 0.14% | New | 4,832 | $311K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 4,824 | $311K |
| Engineers Gate Manager LP | 0.00% | Reduce -63.9% | 4,805 | $309K |
| Capital Analysts, LLC | 0.01% | Add +0.0% | 4,798 | $309K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 4,794 | $309K |
| HUB Investment Partners, LLC | 0.01% | Reduce -31.4% | 4,725 | $304K |
| Chesapeake Wealth Management | 0.09% | No change | 4,650 | $299K |
| Aquire Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 4,589 | $295K |
| Clear Creek Financial Management, LLC | 0.03% | Add +0.9% | 4,586 | $295K |
| Brighton Jones LLC | 0.01% | Add +2.6% | 4,553 | $293K |
| Intelligent Financial Strategies | 0.14% | New | 4,500 | $290K |
| Citizens Financial Group Inc. | 0.00% | No change | 4,452 | $287K |
| Retirement Planning Group, LLC | 0.01% | New | 4,384 | $282K |
| MAI Capital Management | 0.00% | Reduce -0.3% | 4,343 | $280K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -0.8% | 4,342 | $280K |
| Howard Wealth Management, LLC | 0.13% | Add +1.1% | 4,303 | $277K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $277K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -8.2% | 4,296 | $277K |
| Flynn Zito Capital Management, LLC | 0.10% | New | 4,271 | $275K |
| Capstone Wealth Management Group LLC | 0.18% | New | 4,261 | $274K |
| ABLE Financial Group, LLC | 0.06% | Reduce -0.8% | 4,220 | $272K |
| Manchester Financial Inc. | 0.05% | New | 4,219 | $272K |
| Bond & Devick Financial Network, Inc. | 0.08% | New | 4,202 | $271K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $270K |
| Redwood Park Advisors LLC | 0.20% | Add +40.8% | 4,168 | $268K |
| CGN Advisors LLC | 0.02% | Add +0.2% | 4,148 | $267K |
| Citadel Advisors | 0.00% | Reduce -89.5% | 4,129 | $266K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,996 | $257K |
| G2 Capital Management, LLC / Oh | 0.06% | Reduce -28.8% | 3,976 | $256K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Add +45.4% | 3,952 | $254K |
| Millstone Evans Group, LLC | 0.16% | Add +2.1% | 3,921 | $252K |
| Pacific Sage Partners, LLC | 0.04% | Add +1.6% | 3,912 | $252K |
| Advisory Services Network, LLC | 0.00% | Add +6.5% | 3,904 | $251K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,885 | $250K |
| StoneX Group Inc. | 0.01% | Reduce -42.9% | 3,845 | $248K |
| Octavia Wealth Advisors, LLC | 0.02% | New | 3,819 | $246K |
| Clear Point Advisors Inc. | 0.19% | Add +2.8% | 3,803 | $245K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.3% | 3,751 | $242K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.3% | 3,689 | $237K |
| Marshall Financial Group Inc. | 0.07% | Reduce -0.1% | 3,682 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.6% | 3,655 | $235K |
| MRWM Advisors, LLC | 0.13% | No change | 3,638 | $234K |
| Fermata Advisors, LLC | 0.06% | No change | 3,615 | $233K |
| Patten & Patten Inc. | 0.01% | Reduce -10.8% | 3,570 | $230K |
| Bcwm, LLC | 0.07% | New | 3,564 | $229K |
| Cibc World Market Inc. | 0.00% | No change | 3,545 | $228K |
| GEN Financial Management, INC. | 0.20% | Reduce -37.8% | 3,522 | $227K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +0.0% | 3,516 | $226K |
| Efficient Advisors, LLC | 0.01% | Reduce -25.3% | 3,508 | $226K |
| Parallel Advisors, LLC | 0.00% | Add +23.3% | 3,494 | $225K |
| Center for Financial Planning, Inc. | 0.02% | Add +0.8% | 3,475 | $224K |
| Insight Wealth Partners, LLC | 0.10% | Reduce -1.0% | 3,467 | $223K |
| PCG Wealth Advisors, LLC | 0.06% | New | 3,460 | $223K |
| Fca Corp. | 0.06% | No change | 3,430 | $221K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 3,412 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,377 | $217K |
| Comerica Bank | 0.00% | Reduce -15.0% | 3,374 | $217K |
| Apex Wealth Management, LLC | 0.15% | Reduce -0.0% | 3,354 | $216K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -66.6% | 3,310 | $215K |
| Mayfair Advisory Group, LLC | 0.09% | New | 3,304 | $213K |
| Mason & Associates, LLC | 0.05% | No change | 3,421 | $211K |
| Mullooly Asset Management, Inc. | 0.08% | New | 3,259 | $210K |
| Tobias Financial Advisors, Inc. | 0.03% | New | 3,257 | $210K |
| CarsonAllaria Wealth Management, Ltd. | 0.11% | Add +8.7% | 3,243 | $209K |
| Reyes Financial Architecture, Inc. | 0.14% | Reduce -76.1% | 3,233 | $208K |
| John W. Brooker & Co., CPAs | 0.41% | New | 3,159 | $203K |
| GTS Securities LLC | 0.01% | Reduce -87.0% | 3,145 | $202K |
| Plotkin Financial Advisors, LLC | 0.10% | New | 3,097 | $199K |
| Asset Dedication, LLC | 0.01% | Reduce -36.6% | 2,600 | $167K |
| Geneos Wealth Management Inc. | 0.00% | Add +18.9% | 2,544 | $164K |
| Wolff Wiese Magana LLC | 0.09% | Reduce -4.1% | 2,345 | $151K |
| TD Waterhouse Canada Inc. | 0.00% | Add +33.6% | 2,150 | $139K |
| Lanark Financial, Inc. | 0.01% | Add +151.9% | 1,917 | $123K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $109K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -9.8% | 1,678 | $108K |
| CKW Financial Group | 0.01% | Add +1.5% | 1,400 | $90K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.4% | 1,366 | $88K |
| New Republic Capital, LLC | 0.03% | Add +0.3% | 1,346 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 1,159 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 1,080 | $70K |
| Gould Capital, LLC | 0.04% | Reduce -61.0% | 1,012 | $65K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -18.8% | 987 | $64K |
| AllSquare Wealth Management LLC | 0.03% | Add +0.2% | 959 | $62K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $57K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +0.1% | 825 | $53K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +114.3% | 750 | $48K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.4% | 684 | $44K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.7% | 681 | $44K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.6% | 660 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.4% | 646 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 639 | $41K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 618 | $40K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 594 | $38K |
| Concord Wealth Partners | 0.01% | No change | 590 | $38K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $36K |
| JNBA Financial Advisors | 0.00% | Reduce -31.2% | 543 | $35K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $33K |
| Midwest Capital Advisors, LLC | 0.02% | No change | 500 | $32K |
| Tsfg, LLC | 0.01% | No change | 490 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 460 | $30K |
| McIlrath & Eck, LLC | 0.00% | Add +33.8% | 451 | $29K |
| Highline Wealth Partners LLC | 0.01% | No change | 444 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -92.0% | 444 | $29K |
| Signaturefd, LLC | 0.00% | No change | 427 | $28K |
| Ancora Advisors LLC | 0.00% | No change | 416 | $27K |
| Founders Capital Management | 0.01% | No change | 406 | $26K |
| GGM Financial LLC | 0.01% | New | 405 | $26K |
| FSA Wealth Management LLC | 0.01% | Add +0.6% | 477 | $23K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 307 | $20K |
| MCF Advisors LLC | 0.00% | No change | 271 | $17K |
| Archer Investment Corp | 0.00% | No change | 215 | $14K |
| US Bancorp \de | 0.00% | No change | 200 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | New | 195 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 179 | $12K |
| Paladin Advisory Group, LLC | 0.01% | No change | 139 | $9K |
| City State Bank | 0.00% | New | 135 | $9K |
| AlphaCore Capital LLC | 0.00% | Add +0.8% | 129 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 123 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +850.0% | 95 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -34.6% | 87 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 80 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 74 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 73 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 48 | $3K |
| North Star Investment Management Corp. | 0.00% | Add +2.3% | 44 | $3K |
| Delta Asset Management LLC | 0.00% | Reduce -60.0% | 40 | $3K |
| City Holding Co. | 0.00% | No change | 35 | $2K |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 33 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 20 | $1K |
| WFA of San Diego, LLC | 0.00% | No change | 20 | $1K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 2 | $129 |
| Main Street Group, LTD | 0.00% | No change | 1 | $64 |
"% 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.