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 |
| Avior Wealth Management, LLC | 0.05% | Add +2.7% | 25,600 | $1.7M |
| IMA Advisory Services, Inc. | 0.16% | Reduce -0.5% | 25,462 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.3% | 25,318 | $1.6M |
| Allworth Financial LP | 0.01% | Add +4.9% | 24,950 | $1.6M |
| Vines Capital Management, LLC | 1.57% | — | 24,721 | $1.6M |
| RTD Financial Advisors, Inc. | 0.20% | Reduce -8.2% | 24,643 | $1.6M |
| Weitzel Financial Services, Inc. | 0.61% | Add +6.3% | 24,046 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -3.9% | 24,049 | $1.6M |
| Piedmont Capital Management, LLC | 0.78% | Add +2.5% | 23,407 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.72% | Reduce -2.8% | 22,873 | $1.5M |
| Moss Adams Wealth Advisors LLC | 0.11% | Add +2.9% | 22,809 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.4% | 22,238 | $1.4M |
| Matrix Trust Co | 0.24% | New | 21,965 | $1.4M |
| Centerline Wealth Advisors, LLC | 0.51% | Reduce -85.2% | 21,824 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.0% | 21,566 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.2% | 21,211 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.0% | 21,044 | $1.4M |
| Capital Insight Partners, LLC | 0.29% | Reduce -0.4% | 21,041 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.4% | 20,969 | $1.4M |
| Sage Financial Group Inc. | 0.09% | Add +1.6% | 20,947 | $1.4M |
| Institute for Wealth Management, LLC. | 0.14% | Add +2.5% | 20,175 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -4.0% | 19,820 | $1.3M |
| Waterloo Capital, L.P. | 0.09% | Add +9.9% | 19,733 | $1.3M |
| Gallacher Capital Management LLC | 0.49% | Add +13.3% | 19,563 | $1.3M |
| Integrity Financial Corp | 0.64% | Reduce -7.3% | 19,351 | $1.3M |
| Sovereign Financial Group, Inc. | 0.22% | Add +303.3% | 19,332 | $1.3M |
| Tempus Wealth Planning, LLC | 0.28% | Add +93.9% | 19,041 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -12.0% | 19,000 | $1.2M |
| MPS Loria Financial Planners, LLC | 0.32% | Add +10.3% | 18,852 | $1.2M |
| SimpliFi, Inc. | 0.52% | Reduce -0.2% | 18,847 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +17.1% | 18,668 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +3.5% | 18,377 | $1.2M |
| Milestone Asset Management, LLC | 0.22% | Add +3.6% | 18,032 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.9% | 17,980 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.0% | 17,490 | $1.1M |
| One Capital Management, LLC | 0.03% | Add +4.7% | 17,434 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +58.1% | 17,148 | $1.1M |
| WBH Advisory Inc. | 0.08% | No change | 17,034 | $1.1M |
| Northstar Group, Inc. | 0.16% | Reduce -1.6% | 17,005 | $1.1M |
| Greystone Financial Group, LLC | 0.17% | Add +3.3% | 16,995 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -2.4% | 16,847 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -44.9% | 16,828 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -4.0% | 16,791 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | New | 16,318 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +21.0% | 16,127 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +21.8% | 19,525 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | Reduce -17.9% | 15,981 | $1.0M |
| Northwest Wealth Management, LLC | 0.16% | Reduce -54.4% | 15,865 | $1.0M |
| Westmount Partners, LLC | 0.26% | Add +6.4% | 15,819 | $1.0M |
| Richard Bernstein Advisors LLC | 0.03% | Add +365.3% | 15,402 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.0% | 15,319 | $996K |
| CENTRAL TRUST Co | 0.02% | Add +1.0% | 15,275 | $993K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 14,973 | $973K |
| Eddie Patel Inc | 0.72% | — | 14,911 | $969K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.8% | 14,893 | $968K |
| Reyes Financial Architecture, Inc. | 0.59% | Add +360.4% | 14,883 | $968K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +40.0% | 14,817 | $963K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.2% | 14,040 | $913K |
| Adirondack Capital Advisors, LLC | 0.57% | — | 13,000 | $845K |
| MML Investors Services, LLC | 0.00% | Reduce -1.8% | 12,892 | $838K |
| Westside Investment Management, Inc. | 0.13% | Add +35.9% | 12,730 | $828K |
| FMR LLC | 0.00% | Add +119.2% | 12,693 | $825K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.5% | 12,622 | $821K |
| Summit Wealth Partners, LLC | 0.15% | Add +4.1% | 12,609 | $820K |
| High Falls Advisors, Inc | 0.16% | Reduce -12.5% | 12,495 | $812K |
| Nvwm, LLC | 0.17% | Reduce -1.5% | 12,362 | $804K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.7% | 12,272 | $798K |
| Stonebridge Financial Group, LLC | 0.07% | Add +6.4% | 12,263 | $797K |
| World Investment Advisors | 0.01% | Add +49.7% | 12,042 | $783K |
| HFM Investment Advisors, LLC | 0.31% | Add +0.5% | 12,035 | $782K |
| Ameriflex Group, Inc. | 0.41% | Reduce -51.9% | 12,031 | $782K |
| Cerity Partners LLC | 0.00% | Add +11.3% | 11,795 | $767K |
| New England Private Wealth Advisors LLC | 0.09% | Add +1.0% | 11,721 | $762K |
| PDS Planning, Inc | 0.05% | Reduce -9.8% | 11,558 | $751K |
| IMG Wealth Management, Inc. | 0.48% | Reduce -25.1% | 11,543 | $750K |
| Golden State Wealth Management, LLC | 0.08% | Add +7.5% | 11,522 | $749K |
| Scotia Capital Inc. | 0.00% | Reduce -2.8% | 11,502 | $747K |
| Fidato Wealth LLC | 0.48% | Add +1.3% | 11,453 | $745K |
| Farther Finance Advisors, LLC | 0.01% | Add +79.7% | 11,286 | $734K |
| AdvisorNet Financial, Inc | 0.04% | Add +2.9% | 11,163 | $726K |
| Composition Wealth, LLC | 0.01% | Add +0.0% | 11,095 | $721K |
| Beacon Financial Advisory LLC | 0.17% | Add +4.3% | 10,971 | $713K |
| Integrity Wealth Solutions LLC | 0.28% | Reduce -14.2% | 10,781 | $701K |
| Trilogy Capital Inc. | 0.03% | Add +10.5% | 10,501 | $683K |
| Mission Wealth Management, LP | 0.01% | Reduce -11.8% | 10,385 | $675K |
| Diversify Advisory Services, LLC | 0.02% | Add +32.2% | 10,167 | $672K |
| Camarda Financial Advisors, LLC | 0.25% | Reduce -1.3% | 10,283 | $668K |
| Modera Wealth Management, LLC | 0.01% | Reduce -18.4% | 10,223 | $665K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.0% | 10,098 | $656K |
| Brio Consultants, LLC | 0.09% | Reduce -15.0% | 10,070 | $655K |
| Busey Bank | 0.02% | No change | 10,026 | $652K |
| Independent Financial Group, LLC | 0.01% | No change | 9,931 | $646K |
| EFG International AG | 0.01% | — | 9,627 | $626K |
| High Net Worth Advisory Group LLC | 0.14% | New | 9,550 | $621K |
| Godshalk Welsh Capital Management, Inc. | 0.35% | Add +0.6% | 9,464 | $615K |
| New Harbor Financial Group, LLC | 0.11% | Reduce -0.4% | 9,400 | $611K |
| Wellington-Altus USA Inc. | 0.45% | — | 9,276 | $603K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 9,123 | $593K |
| Signet Financial Management, LLC | 0.07% | Add +20.8% | 8,976 | $583K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.1% | 8,923 | $580K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -5.2% | 8,793 | $572K |
| Cwm, LLC | 0.00% | Add +40.3% | 8,736 | $568K |
| New Capital Management LP | 0.14% | Add +0.9% | 8,710 | $566K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 8,604 | $559K |
| Buttonwood Financial Group, LLC | 0.30% | Reduce -22.1% | 8,426 | $556K |
| Fiduciary Financial Group, LLC | 0.08% | Add +6.5% | 8,547 | $556K |
| Heirloom Wealth Management | 0.13% | Add +3.5% | 8,532 | $555K |
| MOR Wealth Management, LLC | 0.25% | — | 8,518 | $554K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -9.9% | 8,490 | $552K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +0.5% | 8,405 | $546K |
| Centaurus Financial, Inc. | 0.03% | Add +6.4% | 8,398 | $546K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 7,993 | $520K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Reduce -6.2% | 7,818 | $519K |
| Orin Green Financial, LLC | 0.21% | Add +0.2% | 7,984 | $519K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -86.0% | 7,754 | $504K |
| Partners Capital Investment Group, LLP | 0.02% | New | 7,668 | $498K |
| Medallion Wealth Advisors, LLC | 0.17% | Add +0.0% | 7,620 | $495K |
| Strategic Advocates LLC | 0.13% | Reduce -8.2% | 7,571 | $495K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -12.5% | 7,562 | $492K |
| Citizens Financial Group Inc. | 0.01% | Add +65.9% | 7,387 | $480K |
| Palisade Capital Management, LP | 0.02% | New | 7,359 | $478K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -32.3% | 7,346 | $478K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,342 | $477K |
| CX Institutional | 0.01% | Reduce -9.3% | 7,178 | $467K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 7,151 | $465K |
| Prospera Financial Services Inc | 0.01% | Reduce -35.3% | 7,150 | $465K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -0.1% | 7,101 | $462K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.3% | 6,969 | $453K |
| Boston Research & Management Inc. | 0.10% | Add +0.4% | 6,956 | $452K |
| Savvy Advisors, Inc. | 0.01% | New | 6,896 | $448K |
| Transcendent Capital Group LLC | 0.20% | Add +41.4% | 6,831 | $444K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | Reduce -2.1% | 6,814 | $443K |
| Canal Capital Management, LLC | 0.06% | Reduce -0.2% | 6,766 | $440K |
| Valpey Financial Services, LLC | 0.28% | Add +4.0% | 6,745 | $438K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -56.1% | 6,639 | $432K |
| Wealthedge Investment Advisors, LLC | 0.16% | Add +4.3% | 6,597 | $429K |
| Redwood Park Advisors LLC | 0.29% | Add +58.3% | 6,597 | $429K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | No change | 6,574 | $427K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -45.3% | 6,514 | $425K |
| Cornerstone Planning Group LLC | 0.07% | Add +3.3% | 6,351 | $423K |
| CoreCap Advisors, LLC | 0.01% | Add +0.1% | 6,465 | $420K |
| Morton Brown Family Wealth, LLC | 0.11% | Add +0.3% | 6,456 | $420K |
| Crusonia Wealth Advisors LLC | 0.09% | — | 6,380 | $415K |
| Divergent Planning, LLC | 0.10% | Add +2.9% | 6,262 | $409K |
| Boston Standard Wealth Management, LLC | 0.07% | Reduce -6.3% | 6,282 | $408K |
| Merit Financial Group, LLC | 0.00% | Reduce -23.3% | 6,220 | $404K |
| XML Financial, LLC | 0.03% | No change | 6,196 | $403K |
| Regal Investment Advisors LLC | 0.02% | New | 6,191 | $402K |
| Continuum Advisory, LLC | 0.04% | New | 6,150 | $400K |
| Premier Private Wealth Management LLC | 0.41% | — | 5,968 | $397K |
| DORVAL Corp | 0.13% | No change | 6,079 | $395K |
| Janney Capital Management LLC | 0.02% | New | 6,075 | $395K |
| Maia Wealth LLC | 0.07% | Add +1.0% | 5,895 | $393K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.2% | 6,019 | $391K |
| Ballast Rock Private Wealth LLC | 0.24% | — | 6,011 | $391K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 5,991 | $389K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -0.8% | 5,985 | $389K |
| Somnio Financial Group, LLC | 0.26% | Reduce -20.7% | 5,984 | $389K |
| RDA Financial Network | 0.09% | Add +0.1% | 5,970 | $388K |
| Saxony Capital Management, LLC | 0.24% | New | 5,963 | $388K |
| Orcam Financial Group | 0.29% | New | 5,940 | $386K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 5,754 | $382K |
| Retireful, LLC | 0.48% | New | 5,848 | $382K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.1% | 5,746 | $374K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.3% | 5,684 | $370K |
| Cardinal Point Capital Management ULC | 0.02% | Add +2.8% | 5,681 | $369K |
| International Assets Investment Management, LLC | 0.02% | Reduce -9.0% | 5,594 | $364K |
| Altura Wealth Advisors Inc. | 0.16% | Reduce -1.3% | 5,591 | $363K |
| Nicolet Advisory Services, LLC | 0.02% | Add +0.6% | 5,458 | $361K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -0.3% | 5,553 | $361K |
| Peregrine Asset Advisers, Inc. | 0.10% | No change | 5,538 | $360K |
| StoneX Group Inc. | 0.02% | Add +42.5% | 5,480 | $356K |
| SouthState Bank Corp | 0.02% | Reduce -11.4% | 5,406 | $351K |
| Richmond Investment Services, LLC | 0.06% | New | 5,379 | $350K |
| Compound Planning, Inc. | 0.01% | Add +5.6% | 5,335 | $347K |
| Clear Point Advisors Inc. | 0.27% | Add +39.7% | 5,314 | $345K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | Add +0.0% | 5,303 | $345K |
| Elevate Wealth Advisory, Inc. | 0.23% | Reduce -18.1% | 5,253 | $341K |
| Advisory Services Network, LLC | 0.00% | Add +32.6% | 5,176 | $336K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -1.6% | 5,129 | $333K |
| Carret Asset Management, LLC | 0.03% | No change | 4,897 | $318K |
| Clear Creek Financial Management, LLC | 0.03% | Add +6.2% | 4,868 | $316K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Add +22.5% | 4,841 | $315K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 4,824 | $314K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 4,801 | $312K |
| Wealthquest Corp | 0.02% | New | 4,767 | $310K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +2.6% | 4,707 | $306K |
| Bellwether Advisors, LLC | 0.05% | Reduce -3.9% | 4,702 | $306K |
| Syverson Strege & Co | 0.07% | Reduce -3.4% | 4,672 | $304K |
| Approach Retirement Advisors, LLC | 0.26% | — | 4,655 | $303K |
| Chesapeake Wealth Management | 0.09% | No change | 4,650 | $302K |
| Bond & Devick Financial Network, Inc. | 0.09% | Add +10.6% | 4,647 | $302K |
| Vantage Financial Partners, LLC | 0.06% | Add +6.9% | 4,641 | $302K |
| MAI Capital Management | 0.00% | Add +5.4% | 4,578 | $298K |
| Lanark Financial, Inc. | 0.02% | Add +137.3% | 4,548 | $296K |
| Intelligent Financial Strategies | 0.14% | Add +1.0% | 4,546 | $296K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -87.3% | 4,513 | $295K |
| Magnus Financial Group LLC | 0.02% | New | 4,511 | $293K |
| Retirement Planning Group, LLC | 0.01% | Add +0.1% | 4,388 | $285K |
| Flynn Zito Capital Management, LLC | 0.10% | Add +2.5% | 4,380 | $285K |
| Manchester Financial Inc. | 0.05% | Add +3.6% | 4,372 | $284K |
| HUB Investment Partners, LLC | 0.01% | Reduce -8.0% | 4,349 | $283K |
| Rothschild Investment LLC | 0.02% | No change | 4,300 | $280K |
| Capstone Wealth Management Group LLC | 0.17% | No change | 4,261 | $277K |
| Howard Wealth Management, LLC | 0.12% | Reduce -1.6% | 4,234 | $275K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $273K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,198 | $273K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.4% | 4,182 | $272K |
| Zacks Investment Management | 0.00% | New | 4,171 | $271K |
| Pacific Sage Partners, LLC | 0.04% | Add +5.6% | 4,131 | $269K |
| CGN Advisors LLC | 0.02% | Reduce -0.7% | 4,118 | $268K |
| Stirlingshire Investments, Inc. | 0.24% | — | 4,113 | $267K |
| AQR Capital Management | 0.00% | New | 4,083 | $265K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,996 | $260K |
| Millstone Evans Group, LLC | 0.15% | Add +0.2% | 3,928 | $255K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,885 | $253K |
| IFP Advisors, Inc | 0.01% | Add +773.0% | 3,876 | $252K |
| Western Wealth Management, LLC | 0.01% | Add +0.0% | 3,752 | $244K |
| ABLE Financial Group, LLC | 0.05% | Reduce -11.8% | 3,720 | $242K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -39.2% | 3,718 | $242K |
| Stonehearth Capital Management, LLC | 0.09% | New | 3,708 | $241K |
| Cascades Capital Asset Management, LLC | 0.10% | New | 3,700 | $241K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,689 | $240K |
| Apex Wealth Management, LLC | 0.24% | Add +8.0% | 3,623 | $240K |
| MRWM Advisors, LLC | 0.13% | Reduce -0.1% | 3,633 | $236K |
| Fermata Advisors, LLC | 0.06% | No change | 3,615 | $235K |
| Bcwm, LLC | 0.07% | Reduce -0.1% | 3,559 | $231K |
| GEN Financial Management, INC. | 0.15% | Add +1.0% | 3,556 | $231K |
| Mosley Wealth Management | 0.11% | — | 3,569 | $231K |
| Tobias Financial Advisors, Inc. | 0.03% | Add +8.7% | 3,540 | $230K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.7% | 3,534 | $230K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +0.3% | 3,527 | $229K |
| Center for Financial Planning, Inc. | 0.02% | Add +1.4% | 3,524 | $229K |
| Parallel Advisors, LLC | 0.00% | Add +0.8% | 3,523 | $229K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -57.4% | 3,499 | $227K |
| Onyx Bridge Wealth Group LLC | 0.02% | New | 3,479 | $226K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 3,434 | $223K |
| Fca Corp. | 0.06% | No change | 3,430 | $223K |
| Insight Wealth Partners, LLC | 0.09% | Reduce -2.3% | 3,387 | $220K |
| Mayfair Advisory Group, LLC | 0.09% | Add +1.5% | 3,353 | $219K |
| Mullooly Asset Management, Inc. | 0.08% | Add +1.5% | 3,307 | $215K |
| CarsonAllaria Wealth Management, Ltd. | 0.11% | Add +1.4% | 3,289 | $214K |
| PCG Wealth Advisors, LLC | 0.06% | Reduce -5.1% | 3,282 | $213K |
| Spinnaker Investment Group, LLC | 0.04% | New | 3,266 | $212K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,232 | $210K |
| John W. Brooker & Co., CPAs | 0.37% | Add +0.5% | 3,175 | $206K |
| Ironwood Financial, llc | 0.03% | New | 3,090 | $205K |
| Plotkin Financial Advisors, LLC | 0.10% | No change | 3,097 | $201K |
| Gilpin Wealth Management, LLC | 0.14% | — | 2,622 | $170K |
| Asset Dedication, LLC | 0.01% | No change | 2,600 | $169K |
| TD Private Client Wealth LLC | 0.00% | New | 2,503 | $163K |
| SageView Advisory Group, LLC | 0.01% | New | 2,392 | $156K |
| Wolff Wiese Magana LLC | 0.08% | Add +0.1% | 2,347 | $153K |
| Arax Advisory Partners | 0.00% | New | 2,283 | $148K |
| Gould Capital, LLC | 0.09% | Add +123.6% | 2,263 | $147K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.7% | 2,164 | $141K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.4% | 2,100 | $137K |
| Comerica Bank | 0.00% | Reduce -41.0% | 1,989 | $129K |
| Elevated Capital Advisors, LLC | 0.03% | New | 1,896 | $123K |
| Godfrey Financial Associates, Inc. | 0.10% | — | 1,789 | $116K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $110K |
| CKW Financial Group | 0.01% | Add +1.2% | 1,417 | $92K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.9% | 1,378 | $90K |
| Mascoma Wealth Management LLC | 0.02% | Add +23.4% | 1,218 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 1,161 | $75K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,123 | $73K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.6% | 1,119 | $73K |
| Ransom Advisory, Ltd | 0.03% | New | 1,000 | $65K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,000 | $65K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $57K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +1.8% | 840 | $55K |
| Blue Trust, Inc. | 0.00% | New | 837 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 750 | $49K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 689 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 660 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 646 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 639 | $42K |
| N.E.W. Advisory Services LLC | 0.00% | Add +2.3% | 632 | $41K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 594 | $39K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 592 | $38K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -15.1% | 578 | $38K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $36K |
| JNBA Financial Advisors | 0.00% | No change | 543 | $35K |
| Evermay Wealth Management LLC | 0.00% | No change | 514 | $33K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 505 | $33K |
| Midwest Capital Advisors, LLC | 0.02% | No change | 500 | $33K |
| Tsfg, LLC | 0.00% | Reduce -1.0% | 485 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 460 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 416 | $27K |
| Private Trust Co. NA | 0.00% | New | 411 | $27K |
| GGM Financial LLC | 0.01% | Add +1.5% | 411 | $27K |
| Founders Capital Management | 0.01% | No change | 406 | $26K |
| Signature Equity Partners, LLC | 0.01% | — | 337 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -3.3% | 297 | $19K |
| New Republic Capital, LLC | 0.00% | Reduce -79.8% | 272 | $18K |
| MCF Advisors LLC | 0.00% | No change | 271 | $18K |
| Motiv8 Investments LLC | 0.01% | New | 266 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | New | 238 | $15K |
| Archer Investment Corp | 0.00% | No change | 215 | $14K |
| Highline Wealth Partners LLC | 0.00% | Reduce -55.0% | 200 | $13K |
| US Bancorp \de | 0.00% | No change | 200 | $13K |
| Lodestone Wealth Management LLC | 0.00% | New | 155 | $10K |
| Paladin Advisory Group, LLC | 0.01% | Add +0.7% | 140 | $9K |
| AlphaCore Capital LLC | 0.00% | No change | 129 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 123 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 84 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 80 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -82.4% | 75 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -16.1% | 73 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 73 | $5K |
| Sankala Group LLC | 0.00% | — | 62 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -18.9% | 60 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 53 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $3K |
| City Holding Co. | 0.00% | No change | 35 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 35 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 34 | $2K |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 33 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 29 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -39.6% | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| WFA of San Diego, LLC | 0.00% | No change | 20 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 20 | $1K |
| Delta Asset Management LLC | 0.00% | Reduce -50.0% | 20 | $1K |
| Navalign, LLC | 0.00% | New | 18 | $1K |
| Creative Financial Designs Inc. | 0.00% | Reduce -89.5% | 10 | $650 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 5 | $325 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 4 | $260 |
"% 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.