iShares Core 60/40 BalancedAORETF
13F holders, Q4 2025 (December 31)428holders +39
52new positions
27sold out
2famous investors
$65.35avg. 13F price*
At the end of Q4 2025, 428 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 39 from Q3 2025. 52 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($122.8M), Wells Fargo & Company ($77.5M) and LPL Financial LLC ($60.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $52.8M |
| Exits | 27 | $37.0M |
All 13F filers, Q3 2025 → Q4 2025: 4,479,534 shares bought and 1,452,297 shares sold, net +3,027,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 428 holders
| BlackRock, Inc. | 0.00% | Add +3.9% | 1,888,872 | $122.8M |
| Wells Fargo & Company | 0.02% | Add +181.6% | 1,191,521 | $77.5M |
| LPL Financial LLC | 0.02% | Add +53.2% | 922,396 | $60.0M |
| Worth Asset Management, LLC | 18.49% | Add +5.2% | 670,703 | $43.6M |
| Raymond James Financial Inc. | 0.01% | Add +392.8% | 667,701 | $43.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 594,037 | $38.6M |
| Bank of America Corp. | 0.00% | Add +17.4% | 585,046 | $38.0M |
| Morgan Stanley | 0.00% | Add +33.7% | 571,943 | $37.2M |
| Mesirow Financial Investment Management, Inc. | 0.65% | Reduce -15.7% | 483,350 | $31.4M |
| Aspiriant, LLC | 0.90% | Add +3.4% | 481,329 | $31.3M |
| Barclays PLC | 0.01% | New | 419,700 | $27.3M |
| Jim Saulnier & Associates, LLC | 13.21% | Add +34.2% | 392,041 | $25.5M |
| Stifel Financial Corp. | 0.02% | Add +1096.0% | 366,042 | $23.8M |
| Focus Partners Wealth | 0.03% | Add +433.3% | 357,643 | $23.3M |
| Foundations Investment Advisors, LLC | 0.27% | Add +7.1% | 321,733 | $20.9M |
| Consilium Wealth Advisory, LLC | 7.66% | Add +2.6% | 319,268 | $20.8M |
| Madrid Financial Services | 14.03% | Add +10.7% | 300,275 | $19.5M |
| Assetmark, Inc. | 0.04% | Reduce -0.9% | 280,640 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +38.8% | 274,499 | $17.8M |
| Waverly Advisors, LLC | 0.13% | Reduce -2.7% | 247,953 | $16.1M |
| BSW Wealth Partners | 1.93% | Add +5.2% | 247,812 | $16.1M |
| UBS Group AG | 0.00% | Reduce -4.2% | 245,582 | $16.0M |
| Lebenthal Global Advisors, LLC | 2.25% | Reduce -0.0% | 224,400 | $14.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.3% | 200,731 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +137.5% | 199,303 | $13.0M |
| Phil A. Younker & Associates, Ltd. | 8.05% | Add +34.1% | 177,547 | $11.5M |
| Osaic Holdings, Inc. | 0.01% | Add +9.3% | 153,051 | $10.0M |
| Cetera Investment Advisers | 0.01% | Add +48.0% | 144,729 | $9.4M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +2.4% | 140,652 | $9.1M |
| Creative Planning | 0.01% | Add +118.0% | 128,342 | $8.3M |
| TRUE Private Wealth Advisors | 0.81% | Add +2.5% | 124,898 | $8.1M |
| Ellenbecker Investment Group | 1.03% | Add +10.1% | 113,071 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +13.7% | 109,727 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +19.8% | 109,568 | $7.1M |
| Eight 31 Financial, LLC | 3.91% | Add +1.5% | 109,553 | $7.1M |
| Lodestar Private Asset Management LLC | 0.71% | Add +8.0% | 109,190 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +292.7% | 108,561 | $7.1M |
| Hopwood Nicholas Hunter | 2.26% | — | 106,761 | $6.9M |
| Legacy Wealth Partners, LLC | 1.78% | — | 105,680 | $6.9M |
| NBT Bank, N.A. | 0.43% | Add +1.6% | 65 | $6.6M |
| Hanover Advisors Inc. | 2.54% | Add +3.8% | 100,435 | $6.5M |
| Cogent Private Wealth, Inc. | 4.82% | — | 97,260 | $6.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.36% | Add +0.1% | 92,928 | $6.1M |
| Unique Wealth, LLC | 0.83% | Reduce -0.5% | 91,599 | $6.0M |
| Bell Investment Advisors, Inc | 0.93% | Reduce -10.2% | 90,676 | $5.9M |
| Wealth Forward, LLC | 3.18% | Reduce -1.3% | 86,635 | $5.6M |
| Patton Albertson Miller Group, LLC | 0.65% | Add +1.8% | 85,405 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 80,089 | $5.3M |
| Weaver Consulting Group | 1.23% | Add +7.6% | 77,658 | $5.0M |
| First Foundation Advisors | 0.19% | Add +3.1% | 76,571 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.3% | 76,378 | $5.0M |
| Prosperity Consulting Group, LLC | 0.22% | Add +11.4% | 76,368 | $5.0M |
| Corient Private Wealth LP | 0.01% | Add +1.9% | 73,383 | $4.8M |
| LBMC Investment Advisors, LLC | 0.29% | Reduce -2.8% | 72,654 | $4.7M |
| HighPoint Advisor Group LLC | 0.10% | New | 70,751 | $4.6M |
| &partners | 0.02% | Add +24.4% | 69,946 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +272.4% | 65,582 | $4.3M |
| Brookstone Capital Management | 0.05% | Add +3.0% | 64,214 | $4.2M |
| BlueStem Wealth Partners, LLC | 0.44% | Reduce -11.3% | 61,583 | $4.0M |
| Fort Henry Capital, LLC | 2.37% | Add +3.5% | 59,514 | $3.9M |
| GeoWealth Management, LLC | 0.14% | Add +9.2% | 59,203 | $3.8M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.9% | 58,887 | $3.8M |
| Viewpoint Investment Partners Corp. | 1.78% | Reduce -0.1% | 57,550 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +24.6% | 55,363 | $3.6M |
| Dakota Wealth Management | 0.06% | Reduce -6.4% | 50,224 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 49,958 | $3.2M |
| WestEnd Advisors, LLC | 0.08% | Add +184.4% | 49,946 | $3.2M |
| FAS Wealth Partners, Inc. | 0.21% | Reduce -5.8% | 49,877 | $3.2M |
| Marino, Stram & Associates LLC | 0.56% | Reduce -3.9% | 47,712 | $3.1M |
| Elevation Capital Advisory, LLC | 1.18% | New | 44,547 | $2.9M |
| Harbour Investments, Inc. | 0.06% | Reduce -1.0% | 44,543 | $2.9M |
| Intrua Financial, LLC | 0.31% | Add +1.5% | 43,572 | $2.8M |
| IFG Advisory, LLC | 0.12% | Add +9.1% | 42,321 | $2.8M |
| Integrated Advisors Network LLC | 0.11% | Add +9.1% | 39,100 | $2.5M |
| Cahill Financial Advisors Inc. | 0.27% | Reduce -0.1% | 38,397 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +66.5% | 37,840 | $2.5M |
| Clifford Swan Investment Counsel LLC | 0.08% | New | 36,440 | $2.4M |
| First Heartland Consultants, Inc. | 0.18% | Add +81.1% | 36,307 | $2.4M |
| Avalon Capital Management | 0.53% | New | 34,207 | $2.2M |
| Visionary Wealth Advisors | 0.10% | Reduce -2.6% | 34,176 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +9.8% | 32,929 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.9% | 32,874 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +17.3% | 32,337 | $2.1M |
| National Bank of Canada | 0.00% | Add +5.2% | 32,047 | $2.1M |
| Legacy Advisory Services, LLC | 1.55% | Reduce -0.5% | 31,629 | $2.1M |
| Global Assets Advisory, LLC | 0.58% | Add +8.8% | 31,116 | $2.0M |
| Selby Wealth Management, LLC | 0.80% | — | 30,635 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +16.5% | 29,714 | $1.9M |
| Boyum Wealth Architects LLC | 0.89% | Add +210.1% | 28,737 | $1.9M |
| Victory Capital Management Inc. | 0.00% | New | 28,584 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 28,230 | $1.8M |
| GTS Securities LLC | 0.06% | Add +790.4% | 28,004 | $1.8M |
| Harbor Group, Inc. | 0.27% | Add +0.8% | 27,941 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +0.4% | 27,715 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +3.5% | 27,334 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +3.2% | 26,976 | $1.8M |
| Rothschild Wealth LLC | 0.17% | Reduce -13.0% | 26,721 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +4.4% | 26,718 | $1.7M |
| Legacy Financial Group LLC | 0.21% | Add +12.1% | 25,645 | $1.7M |
| Prentice Wealth Management LLC | 0.39% | Reduce -1.4% | 26,109 | $1.7M |
"% 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.