iShares Core 60/40 BalancedAORETF
13F holders, Q1 2026 (March 31)412holders −16
38new positions
48sold out
1famous investor
$64.42avg. 13F price*
At the end of Q1 2026, 412 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, down 16 from Q4 2025. 38 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($123.4M), LPL Financial LLC ($76.2M) and Worth Asset Management, LLC ($44.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core 60/40 Balanced
- CUSIP
- 464289867
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $15.2M |
| Exits | 48 | $51.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,818,781 shares bought and 2,811,835 shares sold, net −993,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 412 holders
| BlackRock, Inc. | 0.00% | Add +1.5% | 1,917,954 | $123.4M |
| LPL Financial LLC | 0.02% | Add +28.4% | 1,184,251 | $76.2M |
| Worth Asset Management, LLC | 16.55% | Add +2.9% | 689,976 | $44.4M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 650,195 | $41.0M |
| Bank of America Corp. | 0.00% | Add +0.7% | 589,134 | $37.9M |
| Morgan Stanley | 0.00% | Add +0.3% | 573,459 | $36.9M |
| Mesirow Financial Investment Management, Inc. | 0.59% | Add +16.5% | 563,116 | $36.2M |
| Wells Fargo & Company | 0.01% | Reduce -56.6% | 517,620 | $33.3M |
| Aspiriant, LLC | 0.93% | Add +5.8% | 509,424 | $32.8M |
| Consilium Wealth Advisory, LLC | 9.26% | Add +32.1% | 421,908 | $27.1M |
| Jim Saulnier & Associates, LLC | 12.91% | Add +5.2% | 412,258 | $26.5M |
| Foundations Investment Advisors, LLC | 0.28% | Add +10.0% | 353,886 | $22.8M |
| Focus Partners Wealth | 0.02% | Reduce -4.3% | 342,411 | $22.0M |
| Lebenthal Global Advisors, LLC | 2.99% | Add +42.6% | 319,984 | $20.6M |
| Assetmark, Inc. | 0.04% | Add +2.0% | 286,174 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 277,700 | $17.9M |
| Madrid Financial Services | 10.34% | Reduce -9.3% | 272,251 | $17.5M |
| Waverly Advisors, LLC | 0.12% | Add +3.0% | 255,436 | $16.4M |
| BSW Wealth Partners | 1.98% | Add +1.6% | 251,653 | $16.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -65.4% | 231,077 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.9% | 214,506 | $13.8M |
| UBS Group AG | 0.00% | Reduce -14.4% | 210,130 | $13.5M |
| Stifel Financial Corp. | 0.01% | Reduce -51.1% | 179,131 | $11.5M |
| Phil A. Younker & Associates, Ltd. | 7.57% | Reduce -0.6% | 176,474 | $11.4M |
| Cetera Investment Advisers | 0.01% | Add +11.4% | 161,173 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +11.3% | 156,611 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.9% | 147,101 | $9.5M |
| Ellenbecker Investment Group | 1.27% | Add +29.2% | 146,108 | $9.4M |
| Creative Planning | 0.01% | Reduce -1.6% | 126,352 | $8.1M |
| Lodestar Private Asset Management LLC | 0.80% | Add +15.7% | 126,300 | $8.1M |
| One Capital Management, LLC | 0.22% | Add +608.6% | 123,544 | $8.0M |
| TRUE Private Wealth Advisors | 0.76% | Reduce -1.2% | 123,360 | $7.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.6% | 112,383 | $7.2M |
| Hopwood Nicholas Hunter | 2.27% | Add +3.8% | 110,826 | $7.1M |
| Eight 31 Financial, LLC | 4.28% | Add +0.5% | 110,112 | $7.1M |
| Cogent Private Wealth, Inc. | 5.03% | Add +11.3% | 108,235 | $7.0M |
| NBT Bank, N.A. | 0.43% | Add +157167.7% | 102,224 | $6.6M |
| Legacy Wealth Partners, LLC | 1.55% | Reduce -8.9% | 96,261 | $6.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.60% | Add +1.7% | 94,486 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.2% | 93,347 | $6.0M |
| Unique Wealth, LLC | 0.82% | Add +1.0% | 92,493 | $6.0M |
| Wealth Forward, LLC | 3.11% | Reduce -1.1% | 85,716 | $5.5M |
| Bell Investment Advisors, Inc | 0.83% | Reduce -9.2% | 82,377 | $5.3M |
| Weaver Consulting Group | 1.26% | Add +5.5% | 81,965 | $5.3M |
| Prosperity Consulting Group, LLC | 0.23% | Add +6.7% | 81,473 | $5.2M |
| Patton Albertson Miller Group, LLC | 0.62% | Reduce -4.6% | 81,466 | $5.2M |
| Viewpoint Investment Partners Corp. | 2.39% | No change | 57,550 | $5.2M |
| WestEnd Advisors, LLC | 0.12% | Add +60.3% | 80,083 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.3% | 78,097 | $5.0M |
| First Foundation Advisors | 0.20% | Reduce -1.8% | 75,192 | $4.8M |
| LBMC Investment Advisors, LLC | 0.28% | Reduce -3.0% | 70,497 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -5.7% | 69,185 | $4.5M |
| Hanover Advisors Inc. | 1.77% | Reduce -32.6% | 67,655 | $4.4M |
| Elevation Capital Advisory, LLC | 1.84% | Add +50.9% | 67,214 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -40.7% | 65,107 | $4.2M |
| Brookstone Capital Management | 0.05% | Add +0.7% | 64,681 | $4.2M |
| Mariner, LLC | 0.00% | Add +193.0% | 61,442 | $4.0M |
| BlueStem Wealth Partners, LLC | 0.44% | Reduce -0.4% | 61,347 | $3.9M |
| HighPoint Advisor Group LLC | 0.16% | Reduce -14.4% | 60,586 | $3.9M |
| Fort Henry Capital, LLC | 2.32% | Add +0.0% | 59,520 | $3.8M |
| GeoWealth Management, LLC | 0.14% | Reduce -0.1% | 59,175 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 58,845 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -27.0% | 58,475 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +104.5% | 57,741 | $3.7M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -2.3% | 57,562 | $3.7M |
| Richard Bernstein Advisors LLC | 0.10% | Add +262.9% | 55,886 | $3.6M |
| &partners | 0.02% | Reduce -22.9% | 53,920 | $3.5M |
| Intrua Financial, LLC | 0.36% | Add +21.1% | 52,752 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Add +4.4% | 52,150 | $3.4M |
| Dakota Wealth Management | 0.07% | Reduce -0.0% | 50,210 | $3.2M |
| Marino, Stram & Associates LLC | 0.55% | Reduce -0.8% | 47,315 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +177.6% | 46,604 | $3.0M |
| Harbour Investments, Inc. | 0.05% | Add +3.6% | 46,133 | $3.0M |
| Strategic Blueprint, LLC | 0.17% | Add +180.5% | 45,770 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +5.0% | 39,741 | $2.6M |
| Cahill Financial Advisors Inc. | 0.27% | Add +0.2% | 38,473 | $2.5M |
| Integrated Advisors Network LLC | 0.13% | Reduce -2.8% | 37,992 | $2.4M |
| First Heartland Consultants, Inc. | 0.18% | Add +1.8% | 36,965 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +9.8% | 36,107 | $2.3M |
| Visionary Wealth Advisors | 0.10% | Add +3.9% | 35,510 | $2.3M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -31.1% | 34,377 | $2.2M |
| Legacy Advisory Services, LLC | 1.68% | Add +8.2% | 34,218 | $2.2M |
| Independent Advisor Alliance | 0.02% | New | 33,599 | $2.2M |
| Avior Wealth Management, LLC | 0.06% | Add +30.9% | 33,497 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.4% | 33,376 | $2.1M |
| National Bank of Canada | 0.00% | Add +4.0% | 33,322 | $2.1M |
| Selby Wealth Management, LLC | 0.82% | Add +5.5% | 32,309 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +773.3% | 32,215 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -70.5% | 32,083 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Add +7.9% | 32,071 | $2.1M |
| Allworth Financial LP | 0.01% | Add +26.5% | 31,565 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | New | 30,336 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +6.0% | 29,365 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -10.4% | 28,958 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +4.1% | 28,071 | $1.8M |
| Harbor Group, Inc. | 0.26% | Add +0.2% | 27,986 | $1.8M |
| Rothschild Wealth LLC | 0.16% | Add +4.6% | 27,956 | $1.8M |
| Weitzel Financial Services, Inc. | 0.67% | Add +14.2% | 27,452 | $1.8M |
| Prentice Wealth Management LLC | 0.39% | Add +3.1% | 26,930 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.1% | 26,437 | $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.