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 |
| Moss Adams Wealth Advisors LLC | 0.12% | Add +15.5% | 26,339 | $1.7M |
| IMA Advisory Services, Inc. | 0.16% | Add +2.8% | 26,161 | $1.7M |
| RTD Financial Advisors, Inc. | 0.21% | Add +5.6% | 26,025 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Add +53.2% | 25,773 | $1.7M |
| Vines Capital Management, LLC | 1.63% | Add +3.4% | 25,558 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +58.8% | 25,604 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.0% | 25,065 | $1.6M |
| Legacy Financial Group LLC | 0.20% | Reduce -2.4% | 25,028 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +18.2% | 24,879 | $1.6M |
| Bank of Montreal | 0.00% | Add +25.2% | 24,811 | $1.6M |
| Boyum Wealth Architects LLC | 0.67% | Reduce -18.2% | 23,509 | $1.6M |
| Partners Capital Investment Group, LLP | 0.06% | Add +217.0% | 24,307 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.4% | 23,950 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 23,608 | $1.5M |
| Institute for Wealth Management, LLC. | 0.15% | Add +9.5% | 22,091 | $1.4M |
| Worth Financial Advisory Group, LLC | 0.62% | Reduce -38.5% | 14,060 | $1.4M |
| Westside Investment Management, Inc. | 0.22% | Add +71.6% | 21,840 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +46.2% | 21,768 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 21,316 | $1.4M |
| MPS Loria Financial Planners, LLC | 0.36% | Add +11.9% | 21,100 | $1.4M |
| Gallacher Capital Management LLC | 0.52% | Add +7.0% | 20,924 | $1.3M |
| Sage Financial Group Inc. | 0.09% | Reduce -1.3% | 20,677 | $1.3M |
| SimpliFi, Inc. | 0.55% | Add +8.0% | 20,351 | $1.3M |
| Piedmont Capital Management, LLC | 0.67% | Reduce -13.4% | 20,278 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -12.8% | 19,402 | $1.2M |
| Tempus Wealth Planning, LLC | 0.28% | Add +0.5% | 19,132 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +186.0% | 18,988 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +7.8% | 18,845 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.6% | 18,681 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +32.7% | 18,629 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Add +20.8% | 18,454 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -72.0% | 18,386 | $1.2M |
| Integrity Financial Corp | 0.58% | Reduce -6.0% | 18,181 | $1.2M |
| Milestone Asset Management, LLC | 0.21% | Reduce -0.8% | 17,883 | $1.2M |
| High Net Worth Advisory Group LLC | 0.26% | Add +83.3% | 17,500 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 17,408 | $1.1M |
| Westmount Partners, LLC | 0.27% | Add +9.3% | 17,285 | $1.1M |
| Savant Capital, LLC | 0.01% | New | 17,238 | $1.1M |
| WBH Advisory Inc. | 0.08% | No change | 17,034 | $1.1M |
| Northstar Group, Inc. | 0.16% | No change | 17,005 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -6.0% | 15,831 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.2% | 15,798 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +1.8% | 15,590 | $1.0M |
| FMR LLC | 0.00% | Add +21.0% | 15,356 | $988K |
| Sigma Planning Corp | 0.03% | Reduce -18.2% | 15,276 | $983K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -30.9% | 14,654 | $943K |
| Bond & Devick Financial Network, Inc. | 0.25% | Add +202.0% | 14,034 | $903K |
| Diversify Wealth Management, LLC | 0.02% | New | 13,344 | $894K |
| Farther Finance Advisors, LLC | 0.01% | Add +20.3% | 13,575 | $879K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -10.1% | 13,455 | $866K |
| Summit Wealth Partners, LLC | 0.13% | Add +4.8% | 13,215 | $850K |
| Adirondack Capital Advisors, LLC | 0.54% | No change | 13,000 | $837K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 12,272 | $790K |
| Cerity Partners LLC | 0.00% | Add +3.7% | 12,236 | $787K |
| Stonebridge Financial Group, LLC | 0.06% | Reduce -3.1% | 11,879 | $764K |
| Composition Wealth, LLC | 0.01% | Add +6.7% | 11,833 | $761K |
| Greystone Financial Group, LLC | 0.21% | Reduce -30.7% | 11,776 | $758K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 11,721 | $754K |
| Brio Consultants, LLC | 0.09% | Add +9.9% | 11,067 | $752K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -39.6% | 11,667 | $751K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -8.3% | 11,580 | $745K |
| PDS Planning, Inc | 0.05% | No change | 11,558 | $744K |
| Independent Financial Group, LLC | 0.02% | Add +15.9% | 11,506 | $740K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -0.9% | 11,417 | $735K |
| HFM Investment Advisors, LLC | 0.28% | Reduce -6.3% | 11,278 | $726K |
| Fidato Wealth LLC | 0.47% | Reduce -1.7% | 11,263 | $725K |
| Savvy Advisors, Inc. | 0.02% | Add +60.3% | 11,056 | $711K |
| Valmark Advisers, Inc. | 0.01% | Add +82.6% | 10,991 | $707K |
| Beacon Financial Advisory LLC | 0.16% | Add +0.1% | 10,983 | $707K |
| Integrity Wealth Solutions LLC | 0.27% | Add +0.1% | 10,786 | $694K |
| Renaissance Technologies | 0.00% | Reduce -43.7% | 10,700 | $689K |
| World Investment Advisors | 0.01% | Reduce -11.2% | 10,689 | $688K |
| Clearview Wealth Management LLC | 0.49% | — | 10,666 | $686K |
| Scotia Capital Inc. | 0.00% | Reduce -7.4% | 10,653 | $686K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +5.0% | 10,607 | $683K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -33.4% | 10,572 | $680K |
| Signet Financial Management, LLC | 0.07% | Add +14.8% | 10,306 | $663K |
| Nvwm, LLC | 0.14% | Reduce -18.2% | 10,117 | $651K |
| Busey Bank | 0.02% | No change | 10,026 | $645K |
| IMG Wealth Management, Inc. | 0.41% | Reduce -14.0% | 9,931 | $639K |
| Camarda Financial Advisors, LLC | 0.33% | Reduce -4.2% | 9,851 | $634K |
| Ameriflex Group, Inc. | 0.32% | Reduce -18.3% | 9,832 | $633K |
| Cornerstone Planning Group LLC | 0.08% | Add +46.0% | 9,274 | $630K |
| Palisade Capital Management, LP | 0.02% | Add +32.4% | 9,743 | $627K |
| Qube Research & Technologies Ltd | 0.00% | Add +159.7% | 9,655 | $621K |
| EFG International AG | 0.01% | No change | 9,627 | $620K |
| Godshalk Welsh Capital Management, Inc. | 0.36% | Add +1.3% | 9,591 | $617K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -15.3% | 9,451 | $608K |
| Cwm, LLC | 0.00% | Add +8.1% | 9,441 | $608K |
| Creekside Partners | 0.25% | New | 9,374 | $603K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -38.4% | 9,128 | $587K |
| Trilogy Capital Inc. | 0.03% | Reduce -14.2% | 9,014 | $580K |
| Nicolet Bankshares Inc. | 0.02% | New | 8,942 | $579K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +1205.7% | 8,996 | $579K |
| Heirloom Wealth Management | 0.10% | Add +5.4% | 8,993 | $579K |
| MOR Wealth Management, LLC | 0.26% | Add +5.0% | 8,943 | $576K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.2% | 8,903 | $573K |
| Vertrix Wealth Management, LLC | 0.21% | — | 8,835 | $569K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 8,793 | $566K |
| New Capital Management LP | 0.14% | Add +0.1% | 8,720 | $561K |
| Fiduciary Financial Group, LLC | 0.07% | Add +2.0% | 8,718 | $561K |
| Transcendent Capital Group LLC | 0.25% | Add +25.8% | 8,593 | $553K |
| Venturi Wealth Management, LLC | 0.02% | Add +12.7% | 8,519 | $548K |
| Summit Financial Wealth Advisors, LLC | 0.08% | Reduce -1.4% | 8,480 | $546K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.6% | 8,340 | $537K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +1.6% | 7,947 | $537K |
| Orin Green Financial, LLC | 0.21% | Add +1.4% | 8,099 | $521K |
| Centerline Wealth Advisors, LLC | 0.19% | Reduce -63.2% | 8,032 | $517K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +0.4% | 8,027 | $517K |
| Procyon Advisors, LLC | 0.02% | New | 7,867 | $506K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -9.4% | 7,690 | $495K |
| Oppenheimer & Co. Inc. | 0.01% | Add +83.1% | 7,686 | $495K |
| Medallion Wealth Advisors, LLC | 0.16% | No change | 7,620 | $490K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,539 | $485K |
| Orcam Financial Group | 0.34% | Add +25.4% | 7,448 | $479K |
| Citizens Financial Group Inc. | 0.01% | No change | 7,387 | $475K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,342 | $472K |
| Cerity Partners Retirement Plan Advisors LLC | 0.24% | — | 7,429 | $469K |
| Continuum Advisory, LLC | 0.04% | Add +17.6% | 7,235 | $466K |
| Mission Wealth Management, LP | 0.01% | Reduce -30.7% | 7,193 | $463K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.2% | 7,136 | $459K |
| Mather Group, Llc. | 0.00% | New | 7,120 | $458K |
| Modera Wealth Management, LLC | 0.01% | Reduce -30.4% | 7,114 | $458K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.5% | 7,066 | $455K |
| Boston Research & Management Inc. | 0.11% | Add +0.7% | 7,001 | $451K |
| Advisortrust Partners, LLC | 0.18% | New | 6,900 | $444K |
| Redwood Park Advisors LLC | 0.33% | Add +4.4% | 6,889 | $443K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | No change | 6,814 | $439K |
| Centaurus Financial, Inc. | 0.02% | Reduce -19.3% | 6,780 | $436K |
| CX Institutional | 0.01% | Reduce -5.8% | 6,760 | $435K |
| Buttonwood Financial Group, LLC | 0.26% | Reduce -21.1% | 6,644 | $428K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -9.6% | 6,640 | $427K |
| Wealthedge Investment Advisors, LLC | 0.16% | Reduce -0.1% | 6,593 | $424K |
| International Assets Investment Management, LLC | 0.03% | Add +17.1% | 6,553 | $424K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 6,574 | $423K |
| Morton Brown Family Wealth, LLC | 0.11% | Add +0.1% | 6,464 | $416K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.3% | 6,449 | $415K |
| BCV Asset Management Inc. | 0.01% | New | 6,438 | $414K |
| XML Financial, LLC | 0.03% | No change | 6,196 | $399K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +3.2% | 6,181 | $398K |
| NewEdge Advisors, LLC | 0.00% | Add +7.3% | 6,167 | $397K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -12.2% | 6,122 | $394K |
| Advance Capital Management, Inc. | 0.01% | New | 6,102 | $393K |
| DORVAL Corp | 0.12% | No change | 6,079 | $391K |
| Saxony Capital Management, LLC | 0.23% | Add +1.4% | 6,044 | $389K |
| Ballast Rock Private Wealth LLC | 0.21% | Add +0.1% | 6,019 | $387K |
| Advisory Services Network, LLC | 0.01% | Add +16.3% | 6,019 | $387K |
| Premier Private Wealth Management LLC | 0.41% | Add +0.3% | 5,988 | $385K |
| RDA Financial Network | 0.10% | No change | 5,970 | $384K |
| Box Hill Private Wealth LLC | 0.38% | New | 5,919 | $381K |
| Maia Wealth LLC | 0.06% | No change | 5,895 | $379K |
| Boston Standard Wealth Management, LLC | 0.06% | Reduce -7.6% | 5,807 | $376K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 5,754 | $370K |
| GHP Investment Advisors, Inc. | 0.02% | New | 5,738 | $369K |
| Cardinal Point Capital Management ULC | 0.02% | Add +0.5% | 5,711 | $368K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.0% | 5,660 | $364K |
| Flynn Zito Capital Management, LLC | 0.11% | Add +25.8% | 5,508 | $354K |
| Peregrine Asset Advisers, Inc. | 0.10% | Reduce -0.6% | 5,503 | $354K |
| StoneX Group Inc. | 0.02% | No change | 5,480 | $353K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -1.7% | 5,457 | $351K |
| Lanark Financial, Inc. | 0.03% | Add +19.7% | 5,446 | $350K |
| Regal Investment Advisors LLC | 0.02% | Reduce -13.1% | 5,382 | $346K |
| Compound Planning, Inc. | 0.01% | Reduce -0.0% | 5,334 | $343K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | Reduce -1.3% | 5,236 | $337K |
| Elevate Wealth Advisory, Inc. | 0.21% | Reduce -0.7% | 5,214 | $336K |
| MML Investors Services, LLC | 0.00% | Reduce -59.7% | 5,192 | $334K |
| Cibc World Market Inc. | 0.00% | New | 5,145 | $331K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 5,129 | $330K |
| Manchester Financial Inc. | 0.06% | Add +17.1% | 5,118 | $329K |
| Valpey Financial Services, LLC | 0.21% | Reduce -24.2% | 5,110 | $329K |
| Clear Creek Financial Management, LLC | 0.02% | Add +3.4% | 5,031 | $324K |
| Somnio Financial Group, LLC | 0.21% | Reduce -16.0% | 5,025 | $323K |
| Pacific Sage Partners, LLC | 0.05% | Add +19.0% | 4,917 | $316K |
| Carret Asset Management, LLC | 0.03% | No change | 4,897 | $315K |
| SouthState Bank Corp | 0.01% | Reduce -10.0% | 4,863 | $313K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +2.9% | 4,843 | $312K |
| Bellwether Advisors, LLC | 0.05% | Add +2.9% | 4,840 | $311K |
| PFG Investments, LLC | 0.01% | New | 4,820 | $310K |
| Capital Analysts, LLC | 0.01% | No change | 4,801 | $309K |
| Altura Wealth Advisors Inc. | 0.13% | Reduce -14.7% | 4,771 | $307K |
| Brighton Jones LLC | 0.01% | New | 4,681 | $301K |
| Rothschild Investment LLC | 0.02% | Add +8.7% | 4,675 | $301K |
| Approach Retirement Advisors, LLC | 0.25% | Add +0.0% | 4,656 | $300K |
| Chesapeake Wealth Management | 0.09% | No change | 4,650 | $299K |
| Crusonia Wealth Advisors LLC | 0.06% | Reduce -27.2% | 4,647 | $299K |
| Cascades Capital Asset Management, LLC | 0.13% | Add +24.3% | 4,600 | $296K |
| MAI Capital Management | 0.00% | Add +0.2% | 4,587 | $295K |
| GEN Financial Management, INC. | 0.18% | Add +29.0% | 4,587 | $295K |
| Retirement Planning Group, LLC | 0.01% | Add +1.4% | 4,449 | $286K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -1.7% | 4,435 | $285K |
| Signaturefd, LLC | 0.00% | Add +5813.3% | 4,435 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Add +110.0% | 4,410 | $284K |
| Wealthquest Corp | 0.02% | Reduce -7.5% | 4,409 | $284K |
| ABLE Financial Group, LLC | 0.05% | Add +16.9% | 4,347 | $280K |
| Fifth Third Bancorp | 0.00% | New | 4,293 | $276K |
| Howard Wealth Management, LLC | 0.12% | Add +1.1% | 4,280 | $275K |
| Capstone Wealth Management Group LLC | 0.17% | No change | 4,261 | $274K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $270K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4,182 | $269K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Reduce -14.6% | 4,136 | $266K |
| CGN Advisors LLC | 0.02% | No change | 4,118 | $265K |
| Stirlingshire Investments, Inc. | 0.23% | Reduce -0.2% | 4,104 | $264K |
| Purpose Unlimited Inc. | 0.01% | New | 4,063 | $261K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,996 | $257K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 3,962 | $255K |
| Millstone Evans Group, LLC | 0.15% | No change | 3,928 | $253K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,885 | $250K |
| Syverson Strege & Co | 0.06% | Reduce -17.1% | 3,872 | $249K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +494.7% | 3,842 | $247K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,828 | $246K |
| Private Client Services, LLC | 0.07% | New | 3,763 | $242K |
| IFP Advisors, Inc | 0.01% | Reduce -3.1% | 3,754 | $242K |
| Western Wealth Management, LLC | 0.01% | No change | 3,752 | $241K |
| Arax Advisory Partners | 0.01% | Add +63.3% | 3,729 | $240K |
| Stonehearth Capital Management, LLC | 0.09% | Add +0.2% | 3,717 | $239K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -41.9% | 3,783 | $239K |
| MRWM Advisors, LLC | 0.13% | No change | 3,633 | $234K |
| Fermata Advisors, LLC | 0.05% | No change | 3,615 | $233K |
| Mosley Wealth Management | 0.10% | Reduce -0.1% | 3,567 | $230K |
| Parallel Advisors, LLC | 0.00% | No change | 3,523 | $227K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,499 | $225K |
| Landmark Wealth Management, LLC | 0.06% | New | 3,495 | $225K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -0.8% | 3,494 | $225K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -0.3% | 3,467 | $223K |
| Bcwm, LLC | 0.06% | Reduce -2.8% | 3,459 | $223K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 3,434 | $221K |
| Fca Corp. | 0.06% | No change | 3,430 | $221K |
| CarsonAllaria Wealth Management, Ltd. | 0.11% | Add +3.9% | 3,417 | $220K |
| Insight Wealth Partners, LLC | 0.09% | Reduce -0.5% | 3,370 | $217K |
| Tobias Financial Advisors, Inc. | 0.03% | Reduce -5.6% | 3,341 | $215K |
| Mullooly Asset Management, Inc. | 0.08% | No change | 3,307 | $213K |
| PCG Wealth Advisors, LLC | 0.05% | No change | 3,282 | $211K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.4% | 3,343 | $211K |
| Reyes Financial Architecture, Inc. | 0.17% | Reduce -78.1% | 3,266 | $210K |
| Alliance Private Wealth, LLC | 0.07% | New | 3,185 | $205K |
| John W. Brooker & Co., CPAs | 0.32% | No change | 3,175 | $204K |
| Intelligent Financial Strategies | 0.11% | Reduce -30.4% | 3,162 | $203K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 3,147 | $203K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 3,118 | $201K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,610 | $168K |
| Asset Dedication, LLC | 0.01% | No change | 2,600 | $167K |
| Gilpin Wealth Management, LLC | 0.13% | Reduce -3.4% | 2,533 | $163K |
| Wolff Wiese Magana LLC | 0.08% | Reduce -1.6% | 2,310 | $149K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,164 | $140K |
| Godfrey Financial Associates, Inc. | 0.11% | Add +10.7% | 1,980 | $127K |
| Elevated Capital Advisors, LLC | 0.03% | Add +2.7% | 1,948 | $125K |
| Elevation Wealth Partners, LLC | 0.04% | Add +26.6% | 1,744 | $112K |
| Bullock Wealth Management Group | 0.06% | New | 1,696 | $110K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $109K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -80.1% | 1,670 | $107K |
| CKW Financial Group | 0.01% | Add +7.1% | 1,517 | $98K |
| Wellington-Altus USA Inc. | 0.05% | Reduce -85.6% | 1,336 | $93K |
| Mascoma Wealth Management LLC | 0.02% | Add +8.8% | 1,325 | $85K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +132.1% | 1,172 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.3% | 1,133 | $73K |
| My Portfolio Guide, LLC | 0.04% | — | 1,043 | $67K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $57K |
| GGM Financial LLC | 0.03% | Add +110.5% | 865 | $56K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +0.7% | 846 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 750 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 660 | $42K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 658 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 639 | $41K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 578 | $37K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $36K |
| JNBA Financial Advisors | 0.00% | Reduce -4.0% | 521 | $34K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -17.7% | 520 | $33K |
| Gould Capital, LLC | 0.02% | Reduce -77.9% | 500 | $32K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 500 | $32K |
| Tsfg, LLC | 0.00% | No change | 485 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 460 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 416 | $27K |
| Founders Capital Management | 0.01% | No change | 406 | $26K |
| Abound Wealth Management | 0.01% | New | 342 | $22K |
| Signature Equity Partners, LLC | 0.01% | No change | 337 | $22K |
| IFG Advisory, LLC | 0.06% | Reduce -99.3% | 300 | $19K |
| Evermay Wealth Management LLC | 0.00% | Reduce -42.0% | 298 | $19K |
| New Republic Capital, LLC | 0.01% | No change | 272 | $17K |
| MCF Advisors LLC | 0.00% | No change | 271 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | Add +6.3% | 253 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -95.0% | 240 | $15K |
| Archer Investment Corp | 0.00% | No change | 215 | $14K |
| Highline Wealth Partners LLC | 0.00% | Add +6.0% | 212 | $14K |
| US Bancorp \de | 0.00% | No change | 200 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 179 | $12K |
| Clarity Asset Management, Inc. | 0.01% | New | 172 | $11K |
| Rossby Financial, LCC | 0.00% | Add +745.0% | 169 | $11K |
| Strategic Advocates LLC | 0.05% | Reduce -97.8% | 163 | $10K |
| Clearstead Trust, LLC | 0.00% | New | 155 | $10K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -1.9% | 152 | $10K |
| Paladin Advisory Group, LLC | 0.01% | Add +0.7% | 141 | $9K |
| AlphaCore Capital LLC | 0.00% | No change | 129 | $8K |
| McIlrath & Eck, LLC | 0.00% | New | 103 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 95 | $6K |
| Operose Advisors LLC | 0.00% | New | 92 | $6K |
| Key Capital Management, INC | 0.00% | New | 62 | $4K |
| Sankala Group LLC | 0.00% | No change | 62 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 60 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 53 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -35.6% | 47 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 43 | $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 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| WFA of San Diego, LLC | 0.00% | No change | 20 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 20 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $644 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 5 | $322 |
| Aventus Investment Advisors, Inc. | 0.00% | New | 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.