iShares Core 60/40 BalancedAORETF
13F holders, Q2 2026 (June 30)453holders +41
56new positions
17sold out
2famous investors
$69.53avg. 13F price*
At the end of Q2 2026, 453 institutions reported holding iShares Core 60/40 Balanced (AOR) in their 13F filings, up 41 from Q1 2026. 56 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($136.1M), LPL Financial LLC ($74.1M) and Worth Asset Management, LLC ($51.6M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $35.1M |
| Exits | 17 | $5.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,742,486 shares bought and 756,231 shares sold, net +986,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| BlackRock, Inc. | 0.00% | Add +2.1% | 1,957,720 | $136.1M |
| LPL Financial LLC | 0.02% | Reduce -10.0% | 1,065,599 | $74.1M |
| Worth Asset Management, LLC | 16.51% | Add +7.6% | 742,669 | $51.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 668,197 | $46.3M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 586,162 | $40.7M |
| Mesirow Financial Investment Management, Inc. | 0.62% | Add +0.5% | 565,749 | $39.3M |
| Wells Fargo & Company | 0.01% | Add +8.8% | 562,914 | $39.1M |
| Morgan Stanley | 0.00% | Reduce -8.5% | 524,925 | $36.5M |
| Aspiriant, LLC | 0.88% | Add +1.2% | 515,345 | $35.8M |
| Consilium Wealth Advisory, LLC | 9.46% | Add +8.7% | 458,638 | $31.9M |
| Jim Saulnier & Associates, LLC | 12.68% | Add +10.0% | 453,418 | $31.5M |
| Foundations Investment Advisors, LLC | 0.28% | Add +10.0% | 389,262 | $27.1M |
| Focus Partners Wealth | 0.02% | Reduce -1.7% | 336,606 | $23.4M |
| Lebenthal Global Advisors, LLC | 3.04% | Add +1.4% | 324,439 | $22.5M |
| Madrid Financial Services | 11.24% | Add +12.3% | 305,776 | $21.3M |
| Royal Bank of Canada | 0.00% | Add +8.1% | 300,065 | $20.9M |
| Assetmark, Inc. | 0.03% | Add +1.3% | 289,947 | $20.2M |
| BSW Wealth Partners | 2.14% | Add +10.1% | 276,966 | $19.2M |
| Waverly Advisors, LLC | 0.10% | Reduce -3.4% | 246,729 | $17.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.6% | 241,716 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.3% | 227,988 | $15.8M |
| Osaic Holdings, Inc. | 0.02% | Add +47.4% | 216,818 | $15.1M |
| UBS Group AG | 0.00% | Reduce -10.8% | 187,500 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 183,986 | $12.8M |
| Cetera Investment Advisers | 0.01% | Add +10.6% | 178,223 | $12.4M |
| Ellenbecker Investment Group | 1.29% | Add +9.3% | 159,634 | $11.1M |
| Phil A. Younker & Associates, Ltd. | 7.40% | Reduce -10.5% | 157,991 | $11.0M |
| Creative Planning | 0.01% | Add +14.9% | 145,147 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Reduce -8.1% | 143,921 | $10.0M |
| Lodestar Private Asset Management LLC | 0.83% | Add +9.5% | 138,313 | $9.6M |
| TRUE Private Wealth Advisors | 0.74% | Reduce -0.6% | 122,610 | $8.5M |
| Hanover Advisors Inc. | 3.04% | Add +79.4% | 121,374 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 115,031 | $8.0M |
| One Capital Management, LLC | 0.22% | No change | 123,544 | $8.0M |
| Eight 31 Financial, LLC | 4.61% | Add +1.4% | 111,621 | $7.8M |
| Hopwood Nicholas Hunter | 2.09% | Reduce -1.1% | 109,627 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 105,641 | $7.3M |
| Legacy Wealth Partners, LLC | 1.53% | Add +1.8% | 98,018 | $6.8M |
| Strategic Family Wealth Counselors, L.L.C. | 1.56% | Add +2.3% | 96,670 | $6.7M |
| Cogent Private Wealth, Inc. | 3.84% | Reduce -18.3% | 88,416 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.2% | 88,383 | $6.1M |
| Prosperity Consulting Group, LLC | 0.23% | Add +7.3% | 87,427 | $6.1M |
| Wealth Forward, LLC | 3.00% | Add +1.3% | 86,813 | $6.0M |
| Weaver Consulting Group | 1.23% | Add +4.9% | 85,989 | $6.0M |
| Unique Wealth, LLC | 0.67% | Reduce -10.7% | 82,611 | $5.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +42.4% | 81,939 | $5.7M |
| Viewpoint Investment Partners Corp. | 1.96% | No change | 57,550 | $5.7M |
| Reyes Financial Architecture, Inc. | 3.17% | Add +2389.9% | 81,320 | $5.7M |
| First Foundation Advisors | 0.20% | Add +5.4% | 79,255 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +323.8% | 77,912 | $5.4M |
| Mariner, LLC | 0.01% | Add +25.4% | 77,042 | $5.4M |
| Patton Albertson Miller Group, LLC | 0.53% | Reduce -6.0% | 76,543 | $5.3M |
| Bell Investment Advisors, Inc | 0.78% | Reduce -7.6% | 76,120 | $5.3M |
| Strategic Blueprint, LLC | 0.25% | Add +59.6% | 73,066 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.8% | 72,388 | $5.0M |
| Almitas Capital LLC | 1.17% | New | 69,946 | $4.9M |
| LBMC Investment Advisors, LLC | 0.26% | Reduce -1.5% | 69,427 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +8.3% | 63,746 | $4.5M |
| Brookstone Capital Management | 0.04% | Reduce -1.3% | 63,832 | $4.4M |
| Arq Wealth Advisors, LLC | 0.53% | New | 62,159 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.0% | 61,200 | $4.3M |
| Fort Henry Capital, LLC | 2.33% | Add +2.2% | 60,855 | $4.2M |
| Benjamin Edwards Inc. | 0.04% | Add +88.3% | 60,403 | $4.2M |
| GeoWealth Management, LLC | 0.13% | Add +1.0% | 59,761 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -14.5% | 59,173 | $4.1M |
| BlueStem Wealth Partners, LLC | 0.41% | Reduce -4.3% | 58,683 | $4.1M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -6.2% | 56,816 | $3.9M |
| &partners | 0.02% | Add +3.8% | 55,969 | $3.9M |
| National Bank of Canada | 0.00% | Add +65.6% | 55,167 | $3.8M |
| Basso Capital Management, L.P. | 0.91% | New | 53,294 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 52,604 | $3.7M |
| Avior Wealth Management, LLC | 0.09% | Add +54.5% | 51,736 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.8% | 50,340 | $3.5M |
| Dakota Wealth Management | 0.07% | Reduce -1.9% | 49,269 | $3.4M |
| Intrua Financial, LLC | 0.32% | Reduce -7.0% | 49,039 | $3.4M |
| Marino, Stram & Associates LLC | 0.53% | Add +1.3% | 47,924 | $3.3M |
| Harbour Investments, Inc. | 0.04% | Add +2.4% | 47,233 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +170.1% | 42,673 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +21.5% | 40,555 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +0.8% | 40,074 | $2.8M |
| IFG Advisory, LLC | 0.09% | Add +12847.7% | 38,843 | $2.7M |
| Cahill Financial Advisors Inc. | 0.26% | Add +0.4% | 38,610 | $2.7M |
| Integrated Advisors Network LLC | 0.12% | Add +0.0% | 37,998 | $2.6M |
| First Heartland Consultants, Inc. | 0.17% | Add +2.5% | 37,900 | $2.6M |
| FAS Wealth Partners, Inc. | 0.13% | Add +6.8% | 36,722 | $2.6M |
| TIAA Wealth Investment Management LLC | 0.02% | New | 36,472 | $2.5M |
| Global Assets Advisory, LLC | 0.54% | New | 35,907 | $2.5M |
| Vines Capital Management, LLC | 2.04% | Add +39.9% | 35,755 | $2.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.1% | 35,317 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 35,077 | $2.4M |
| Weitzel Financial Services, Inc. | 0.82% | Add +28.3% | 35,230 | $2.4M |
| Legacy Advisory Services, LLC | 1.69% | Add +0.8% | 34,481 | $2.4M |
| Visionary Wealth Advisors | 0.09% | Reduce -5.7% | 33,504 | $2.3M |
| Selby Wealth Management, LLC | 0.82% | Add +2.6% | 33,146 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.3% | 32,734 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +6.9% | 30,949 | $2.2M |
| Harbor Group, Inc. | 0.25% | Add +10.2% | 30,830 | $2.1M |
| Westside Investment Management, Inc. | 0.28% | Add +41.1% | 30,810 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 30,316 | $2.1M |
| Bank of Montreal | 0.00% | Add +20.5% | 29,905 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -5.3% | 29,881 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +17.4% | 30,050 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -37.4% | 29,178 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -0.9% | 29,101 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +35.0% | 28,767 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.8% | 28,530 | $2.0M |
| Prentice Wealth Management LLC | 0.41% | Add +5.9% | 28,524 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +6.9% | 28,251 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Add +0.4% | 28,175 | $2.0M |
| Institute for Wealth Management, LLC. | 0.17% | Add +26.9% | 28,027 | $1.9M |
| IMA Advisory Services, Inc. | 0.12% | Add +3.5% | 27,076 | $1.9M |
| RTD Financial Advisors, Inc. | 0.20% | Add +1.1% | 26,320 | $1.8M |
| Rothschild Wealth LLC | 0.15% | Reduce -6.3% | 26,209 | $1.8M |
| Perigon Wealth Management, LLC | 0.03% | Add +8.5% | 25,987 | $1.8M |
| Moss Adams Wealth Advisors LLC | 0.11% | Reduce -2.4% | 25,712 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.0% | 25,133 | $1.7M |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.1% | 24,833 | $1.7M |
| Partners Capital Investment Group, LLP | 0.06% | Add +0.5% | 24,421 | $1.7M |
| Westmount Partners, LLC | 0.37% | Add +40.5% | 24,291 | $1.7M |
| Legacy Financial Group LLC | 0.19% | Reduce -4.6% | 23,885 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +94.6% | 23,806 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +19.9% | 23,264 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.3% | 23,196 | $1.6M |
| Orcam Financial Group | 0.73% | Add +188.4% | 21,478 | $1.5M |
| MPS Loria Financial Planners, LLC | 0.34% | Reduce -0.1% | 21,069 | $1.5M |
| SimpliFi, Inc. | 0.57% | Add +1.7% | 20,690 | $1.4M |
| Sage Financial Group Inc. | 0.08% | No change | 20,677 | $1.4M |
| Piedmont Capital Management, LLC | 0.71% | Add +0.4% | 20,351 | $1.4M |
| Boyum Wealth Architects LLC | 0.55% | Reduce -14.2% | 20,172 | $1.4M |
| FMR LLC | 0.00% | Add +29.3% | 19,847 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | — | 19,048 | $1.3M |
| Elevation Capital Advisory, LLC | 0.51% | Reduce -71.8% | 18,986 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.6% | 18,983 | $1.3M |
| Greystone Financial Group, LLC | 0.37% | Add +60.4% | 18,887 | $1.3M |
| Tempus Wealth Planning, LLC | 0.26% | Reduce -1.5% | 18,853 | $1.3M |
| Milestone Asset Management, LLC | 0.20% | Add +4.7% | 18,722 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.54% | Add +32.7% | 18,656 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 18,603 | $1.3M |
| R2 Capital Strategies, LLC | 0.58% | — | 18,568 | $1.3M |
| High Net Worth Advisory Group LLC | 0.26% | Add +2.3% | 17,900 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +244.4% | 17,880 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Reduce -3.7% | 17,769 | $1.2M |
| Manning & Napier Advisors LLC | 0.02% | Add +368.8% | 17,733 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -7.1% | 17,634 | $1.2M |
| Integrity Financial Corp | 0.58% | Reduce -4.5% | 17,367 | $1.2M |
| Jupiter Topco LLC | 0.00% | — | 17,289 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -83.2% | 17,178 | $1.2M |
| WBH Advisory Inc. | 0.08% | No change | 17,034 | $1.2M |
| Northstar Group, Inc. | 0.16% | Add +0.1% | 17,015 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.29% | Add +21.0% | 16,977 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +8.2% | 16,529 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -12.4% | 16,505 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.5% | 15,760 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +0.9% | 15,730 | $1.1M |
| Compass Financial Group, INC | 0.12% | New | 15,647 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +14.2% | 15,504 | $1.1M |
| AE Wealth Management LLC | 0.00% | Reduce -5.3% | 15,000 | $1.0M |
| McHugh Group, LLC | 0.54% | New | 15,000 | $1.0M |
| Creekside Partners | 0.36% | Add +54.7% | 14,501 | $1.0M |
| Gallacher Capital Management LLC | 0.56% | Reduce -30.9% | 14,465 | $1.0M |
| WestEnd Advisors, LLC | 0.02% | Reduce -83.1% | 13,551 | $942K |
| Rosenblum Silverman Sutton S F Inc. | 0.23% | New | 13,550 | $942K |
| Summit Wealth Partners, LLC | 0.13% | Add +1.4% | 13,405 | $932K |
| Renaissance Technologies | 0.00% | Add +24.3% | 13,300 | $924K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.3% | 13,166 | $915K |
| Adirondack Capital Advisors, LLC | 0.48% | No change | 13,000 | $904K |
| Savvy Advisors, Inc. | 0.02% | Add +15.5% | 12,765 | $887K |
| Savant Capital, LLC | 0.00% | Reduce -26.3% | 12,713 | $884K |
| Independent Financial Group, LLC | 0.02% | Add +9.1% | 12,547 | $872K |
| Mission Wealth Management, LP | 0.01% | Add +74.0% | 12,518 | $870K |
| Palisade Capital Management, LP | 0.04% | Add +27.7% | 12,438 | $864K |
| Sovereign Financial Group, Inc. | 0.13% | Add +4.4% | 12,177 | $846K |
| Citizens Financial Group Inc. | 0.01% | Add +62.6% | 12,012 | $835K |
| Eddie Patel Inc | 0.49% | New | 11,709 | $814K |
| Fidato Wealth LLC | 0.47% | Add +3.1% | 11,616 | $807K |
| Diversify Advisory Services, LLC | 0.01% | New | 11,837 | $807K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -11.3% | 11,837 | $807K |
| Golden State Wealth Management, LLC | 0.07% | Add +1.7% | 11,613 | $807K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 11,596 | $806K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.8% | 11,818 | $804K |
| PDS Planning, Inc | 0.05% | Add +0.1% | 11,570 | $804K |
| Beacon Financial Advisory LLC | 0.15% | Add +0.4% | 11,031 | $767K |
| Ameritas Advisory Services, LLC | 0.02% | New | 10,903 | $758K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.4% | 10,841 | $753K |
| Integrity Wealth Solutions LLC | 0.28% | Add +0.4% | 10,831 | $753K |
| Clearview Wealth Management LLC | 0.48% | Add +0.4% | 10,710 | $744K |
| Cahaba Wealth Management, Inc. | 0.04% | No change | 10,607 | $737K |
| Composition Wealth, LLC | 0.01% | Reduce -10.8% | 10,561 | $734K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.5% | 10,553 | $733K |
| Heirloom Wealth Management | 0.10% | Add +14.4% | 10,291 | $715K |
| NewEdge Advisors, LLC | 0.00% | Add +66.5% | 10,266 | $714K |
| Busey Bank | 0.02% | No change | 10,026 | $697K |
| Brio Consultants, LLC | 0.08% | Reduce -9.6% | 10,007 | $695K |
| Focus Financial Network, Inc. | 0.02% | Reduce -61.3% | 9,982 | $694K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -16.2% | 9,950 | $692K |
| World Investment Advisors | 0.01% | No change | 10,689 | $688K |
| DORVAL Corp | 0.20% | Add +61.3% | 9,804 | $681K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -7.8% | 9,747 | $677K |
| AdvisorNet Financial, Inc | 0.03% | Add +3.1% | 9,745 | $677K |
| Cornerstone Planning Group LLC | 0.08% | Add +5.8% | 9,815 | $673K |
| EFG International AG | 0.01% | Add +0.5% | 9,673 | $672K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +7.3% | 9,650 | $671K |
| Camarda Financial Advisors, LLC | 0.20% | Reduce -2.4% | 9,617 | $668K |
| Godshalk Welsh Capital Management, Inc. | 0.36% | Add +0.0% | 9,594 | $667K |
| Trilogy Capital Inc. | 0.03% | Add +3.8% | 9,353 | $650K |
| MOR Wealth Management, LLC | 0.26% | Add +4.5% | 9,348 | $650K |
| Venturi Wealth Management, LLC | 0.02% | Add +8.3% | 9,228 | $641K |
| Retireful, LLC | 0.59% | New | 9,149 | $636K |
| Fiduciary Financial Group, LLC | 0.07% | Add +3.7% | 9,043 | $629K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -1.1% | 9,029 | $627K |
| New Capital Management LP | 0.14% | Add +3.0% | 8,985 | $624K |
| IMG Wealth Management, Inc. | 0.35% | Reduce -9.8% | 8,953 | $622K |
| Nvwm, LLC | 0.13% | Reduce -11.5% | 8,951 | $622K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.2% | 8,919 | $620K |
| Bessemer Group Inc. | 0.00% | New | 8,892 | $618K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 8,793 | $611K |
| Transcendent Capital Group LLC | 0.23% | Add +0.3% | 8,623 | $599K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -4.1% | 8,578 | $594K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 8,480 | $589K |
| Cerity Partners Retirement Plan Advisors LLC | 0.25% | Add +14.0% | 8,469 | $587K |
| HFM Investment Advisors, LLC | 0.20% | Reduce -27.5% | 8,181 | $569K |
| Orin Green Financial, LLC | 0.21% | Add +0.1% | 8,107 | $563K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +0.5% | 8,066 | $561K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.6% | 8,038 | $559K |
| Procyon Advisors, LLC | 0.02% | Add +0.0% | 7,869 | $547K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Reduce -1.3% | 7,842 | $545K |
| Snider Financial Group | 0.14% | New | 7,717 | $536K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -1.3% | 7,587 | $527K |
| Montgomery Financial Services LLC | 0.46% | — | 7,575 | $526K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -0.4% | 7,507 | $522K |
| Ameriflex Group, Inc. | 0.21% | Reduce -24.8% | 7,392 | $514K |
| Quantum Financial Partners LLC | 0.26% | — | 7,364 | $512K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,342 | $510K |
| Vertrix Wealth Management, LLC | 0.17% | Reduce -17.7% | 7,269 | $505K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 7,188 | $500K |
| Harbor Investment Advisory, LLC | 0.03% | Add +0.2% | 7,082 | $492K |
| Boston Research & Management Inc. | 0.11% | Add +0.9% | 7,061 | $491K |
| Continuum Advisory, LLC | 0.04% | Reduce -2.7% | 7,038 | $489K |
| Clear Point Advisors Inc. | 0.43% | New | 6,991 | $486K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.0% | 6,955 | $483K |
| Advisortrust Partners, LLC | 0.16% | No change | 6,900 | $480K |
| Redwood Park Advisors LLC | 0.34% | Reduce -0.2% | 6,875 | $478K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +0.2% | 6,829 | $475K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.4% | 6,750 | $469K |
| Scotia Capital Inc. | 0.00% | Reduce -36.8% | 6,735 | $468K |
| CX Institutional | 0.01% | Reduce -0.4% | 6,734 | $468K |
| CoreCap Advisors, LLC | 0.01% | Add +3.3% | 6,661 | $463K |
| Lanark Financial, Inc. | 0.03% | Add +20.9% | 6,587 | $458K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 6,574 | $457K |
| Morton Brown Family Wealth, LLC | 0.10% | Add +0.3% | 6,481 | $450K |
| MTCO Ltd. | 0.17% | New | 6,470 | $450K |
| BCV Asset Management Inc. | 0.01% | No change | 6,438 | $447K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.5% | 6,323 | $438K |
| Advisory Services Network, LLC | 0.01% | Add +4.2% | 6,272 | $436K |
| Mather Group, Llc. | 0.00% | Reduce -12.6% | 6,222 | $432K |
| Buttonwood Financial Group, LLC | 0.24% | Reduce -7.7% | 6,135 | $426K |
| Northern Trust Corp. | 0.00% | New | 6,131 | $426K |
| Bellwether Advisors, LLC | 0.06% | Add +26.3% | 6,115 | $425K |
| Saxony Capital Management, LLC | 0.19% | Add +1.0% | 6,107 | $424K |
| Ballast Rock Private Wealth LLC | 0.19% | Add +0.4% | 6,042 | $420K |
| Wealthedge Investment Advisors, LLC | 0.14% | Reduce -9.5% | 5,966 | $415K |
| Atria Investments, Inc | 0.00% | New | 5,899 | $410K |
| Premier Private Wealth Management LLC | 0.36% | Reduce -2.0% | 5,868 | $408K |
| Boston Standard Wealth Management, LLC | 0.06% | Add +1.2% | 5,877 | $408K |
| Vested Financial Planning, LLC | 0.27% | New | 5,850 | $407K |
| RDA Financial Network | 0.09% | Reduce -2.3% | 5,835 | $406K |
| Centerline Wealth Advisors, LLC | 0.13% | Reduce -28.4% | 5,749 | $400K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 5,738 | $399K |
| Rothschild Investment LLC | 0.01% | Add +21.4% | 5,675 | $394K |
| Destiny Wealth Partners, LLC | 0.06% | Reduce -0.2% | 5,740 | $393K |
| Manchester Financial Inc. | 0.07% | Add +10.5% | 5,657 | $393K |
| PFG Investments, LLC | 0.02% | Add +16.7% | 5,624 | $391K |
| Signaturefd, LLC | 0.01% | Add +25.9% | 5,583 | $388K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -2.7% | 5,556 | $386K |
| Peregrine Asset Advisers, Inc. | 0.08% | Add +0.3% | 5,518 | $384K |
| StoneX Group Inc. | 0.02% | No change | 5,480 | $381K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.2% | 5,468 | $380K |
| Modera Wealth Management, LLC | 0.00% | Reduce -23.3% | 5,457 | $379K |
| Flynn Zito Capital Management, LLC | 0.10% | Reduce -1.3% | 5,434 | $378K |
| Somnio Financial Group, LLC | 0.22% | Add +5.2% | 5,287 | $367K |
| Merit Financial Group, LLC | 0.00% | Reduce -6.9% | 5,268 | $366K |
| Box Hill Private Wealth LLC | 0.29% | Reduce -11.6% | 5,234 | $364K |
| Clear Creek Financial Management, LLC | 0.02% | Add +4.0% | 5,231 | $364K |
| Elevate Wealth Advisory, Inc. | 0.21% | Reduce -0.3% | 5,198 | $361K |
| Cibc World Market Inc. | 0.00% | No change | 5,145 | $358K |
| ABLE Financial Group, LLC | 0.06% | Add +18.2% | 5,137 | $357K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | Reduce -2.1% | 5,128 | $356K |
| Pacific Sage Partners, LLC | 0.05% | Add +3.2% | 5,075 | $353K |
| Compound Planning, Inc. | 0.01% | Reduce -5.5% | 5,041 | $350K |
| Approach Retirement Advisors, LLC | 0.25% | Add +7.5% | 5,006 | $348K |
| Schuylkill Financial LLC | 0.32% | — | 4,990 | $347K |
| Valpey Financial Services, LLC | 0.21% | Reduce -2.9% | 4,964 | $345K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Add +20.0% | 4,962 | $345K |
| Chesapeake Wealth Management | 0.10% | Add +6.5% | 4,950 | $344K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +2.1% | 4,944 | $344K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -26.0% | 4,912 | $341K |
| Carret Asset Management, LLC | 0.03% | No change | 4,897 | $340K |
| SouthState Bank Corp | 0.01% | No change | 4,863 | $338K |
| Arax Advisory Partners | 0.00% | Add +30.2% | 4,856 | $337K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +53.8% | 4,840 | $336K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -5.7% | 4,839 | $336K |
| Capital Analysts, LLC | 0.01% | Add +0.0% | 4,803 | $333K |
| Old North State Wealth Management, LLC | 0.14% | New | 4,668 | $325K |
| Altura Wealth Advisors Inc. | 0.11% | Reduce -5.1% | 4,527 | $315K |
| Brighton Jones LLC | 0.01% | Reduce -3.7% | 4,508 | $313K |
| MAI Capital Management | 0.00% | Reduce -2.2% | 4,487 | $312K |
| Regal Investment Advisors LLC | 0.02% | Reduce -17.2% | 4,457 | $310K |
| Retirement Planning Group, LLC | 0.01% | Add +0.0% | 4,450 | $309K |
| TD Waterhouse Canada Inc. | 0.00% | Add +106.2% | 4,463 | $309K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,396 | $306K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.3% | 4,395 | $305K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -1.0% | 4,391 | $305K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.6% | 4,334 | $301K |
| Capstone Wealth Management Group, Inc. | 0.18% | — | 4,261 | $296K |
| CGN Advisors LLC | 0.02% | Add +2.8% | 4,233 | $294K |
| Millstone Evans Group, LLC | 0.16% | Add +7.4% | 4,217 | $293K |
| GEN Financial Management, INC. | 0.18% | Reduce -8.2% | 4,210 | $293K |
| Narwhal Capital Management | 0.02% | No change | 4,200 | $292K |
| Alliance Private Wealth, LLC | 0.10% | Add +31.7% | 4,195 | $292K |
| Wealthquest Corp | 0.02% | Reduce -5.1% | 4,185 | $291K |
| Cascades Capital Asset Management, LLC | 0.11% | Reduce -9.8% | 4,150 | $288K |
| Purpose Unlimited Inc. | 0.01% | Add +2.0% | 4,145 | $288K |
| Crusonia Wealth Advisors LLC | 0.05% | Reduce -11.1% | 4,130 | $287K |
| Howard Wealth Management, LLC | 0.11% | Reduce -3.5% | 4,129 | $287K |
| Stirlingshire Investments, Inc. | 0.21% | Add +0.3% | 4,118 | $286K |
| AQR Capital Management | 0.00% | New | 4,062 | $282K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +16.8% | 4,049 | $281K |
| XML Financial, LLC | 0.02% | Reduce -35.4% | 4,000 | $278K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,996 | $278K |
| Zacks Investment Management | 0.00% | New | 3,993 | $278K |
| Parallel Advisors, LLC | 0.00% | Add +12.0% | 3,947 | $274K |
| Private Client Services, LLC | 0.07% | Add +4.8% | 3,944 | $274K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +25.4% | 3,910 | $272K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -2.0% | 3,884 | $270K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,885 | $270K |
| Cooper Financial Group | 0.02% | New | 3,884 | $270K |
| Landmark Wealth Management, LLC | 0.06% | Add +10.2% | 3,850 | $268K |
| Syverson Strege & Co | 0.06% | Reduce -1.9% | 3,800 | $264K |
| HM Payson & Co. | 0.00% | New | 3,725 | $259K |
| Wealthspire Advisors, LLC | 0.00% | Add +4.8% | 3,668 | $255K |
| MRWM Advisors, LLC | 0.10% | No change | 3,633 | $252K |
| Fermata Advisors, LLC | 0.05% | No change | 3,615 | $251K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.3% | 3,622 | $251K |
| SageView Advisory Group, LLC | 0.01% | New | 3,563 | $248K |
| Center for Financial Planning, Inc. | 0.02% | Add +0.5% | 3,511 | $244K |
| Bcwm, LLC | 0.07% | Reduce -0.6% | 3,438 | $239K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 3,434 | $239K |
| Fca Corp. | 0.06% | No change | 3,430 | $238K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | Reduce -0.1% | 3,413 | $237K |
| Insight Wealth Partners, LLC | 0.03% | No change | 3,370 | $234K |
| Tobias Financial Advisors, Inc. | 0.03% | Add +0.5% | 3,357 | $233K |
| Two Sigma Securities, LLC | 0.02% | New | 3,344 | $232K |
| Stonehearth Capital Management, LLC | 0.08% | Reduce -10.8% | 3,315 | $230K |
| Park Avenue Securities LLC | 0.00% | New | 3,314 | $230K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.8% | 3,286 | $228K |
| Mullooly Asset Management, Inc. | 0.07% | Reduce -1.4% | 3,261 | $227K |
| Mosley Wealth Management | 0.07% | Reduce -8.8% | 3,253 | $226K |
| PCG Wealth Advisors, LLC | 0.05% | Reduce -2.4% | 3,205 | $223K |
| Fifth Third Bancorp | 0.00% | Reduce -25.4% | 3,201 | $222K |
| John W. Brooker & Co., CPAs | 0.27% | Add +0.1% | 3,177 | $221K |
| Intelligent Financial Strategies | 0.11% | Add +0.3% | 3,171 | $220K |
| MCF Advisors LLC | 0.01% | Add +1049.5% | 3,115 | $216K |
| Plotkin Financial Advisors, LLC | 0.09% | New | 3,097 | $215K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,082 | $214K |
| PFG Advisors | 0.01% | New | 3,078 | $214K |
| Philip James Wealth Mangement, LLC | 0.02% | New | 3,071 | $213K |
| Financial Strategies Group, Inc. | 0.03% | New | 3,097 | $213K |
| TFB Advisors LLC | 0.09% | New | 3,026 | $210K |
| Krilogy Financial LLC | 0.01% | New | 2,979 | $207K |
| Salus Financial Advisors, LLC | 0.10% | New | 2,970 | $206K |
| Ironwood Financial, llc | 0.03% | New | 3,009 | $206K |
| Denver Wealth Management, Inc. | 0.06% | New | 2,951 | $205K |
| Mgo One Seven LLC | 0.00% | New | 2,900 | $202K |
| Apex Wealth Management, LLC | 0.12% | New | 2,887 | $201K |
| Gilpin Wealth Management, LLC | 0.13% | Add +9.2% | 2,766 | $192K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2,610 | $181K |
| Asset Dedication, LLC | 0.01% | No change | 2,600 | $181K |
| Wolff Wiese Magana LLC | 0.07% | Add +0.0% | 2,311 | $161K |
| GGM Financial LLC | 0.06% | Add +154.9% | 2,205 | $153K |
| Godfrey Financial Associates, Inc. | 0.11% | Add +0.1% | 1,983 | $138K |
| Elevated Capital Advisors, LLC | 0.04% | Reduce -2.8% | 1,894 | $132K |
| Cape Investment Advisory, Inc. | 0.03% | New | 1,854 | $129K |
| Downshift Financial, LLC | 0.06% | New | 1,754 | $122K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.2% | 1,748 | $122K |
| Spire Wealth Management | 0.00% | No change | 1,691 | $118K |
| Bullock Wealth Management Group | 0.05% | No change | 1,696 | $117K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.4% | 1,677 | $117K |
| Regatta Research & Money Management | 0.11% | — | 1,643 | $114K |
| Vima LLC | 0.10% | — | 1,517 | $105K |
| CKW Financial Group | 0.01% | Reduce -3.3% | 1,467 | $102K |
| Evermay Wealth Management LLC | 0.01% | Add +389.3% | 1,458 | $101K |
| Aptus Capital Advisors, LLC | 0.00% | Add +10.7% | 1,254 | $87K |
| Wellington-Altus USA Inc. | 0.06% | No change | 1,336 | $86K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.5% | 1,178 | $82K |
| PNC Financial Services Group, Inc. | 0.00% | Add +62.0% | 1,069 | $74K |
| IFP Advisors, Inc | 0.00% | Reduce -73.3% | 1,004 | $70K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -30.8% | 917 | $64K |
| Arvest Investments, Inc. | 0.01% | No change | 883 | $61K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 846 | $59K |
| Arlington Trust Co LLC | 0.00% | New | 837 | $58K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 750 | $52K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +3.5% | 681 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -83.2% | 646 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 639 | $44K |
| Concord Wealth Partners | 0.00% | New | 582 | $40K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.5% | 581 | $40K |
| Milestone Investment Advisors LLC | 0.01% | No change | 555 | $39K |
| JNBA Financial Advisors | 0.00% | Add +0.6% | 524 | $36K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 520 | $36K |
| Gould Capital, LLC | 0.02% | No change | 500 | $35K |
| Tsfg, LLC | 0.00% | Reduce -4.1% | 465 | $32K |
| Creative Financial Designs Inc. | 0.00% | Add +4390.0% | 449 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -9.6% | 416 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 416 | $29K |
| Founders Capital Management | 0.01% | No change | 406 | $28K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -20.0% | 400 | $28K |
| Signature Equity Partners, LLC | 0.01% | No change | 337 | $23K |
| 1 North Wealth Services LLC | 0.01% | New | 325 | $23K |
| Oakmont Advisory Group, LLC | 0.02% | New | 306 | $21K |
| Abound Wealth Management | 0.00% | Reduce -11.4% | 303 | $21K |
| New Republic Capital, LLC | 0.00% | No change | 272 | $19K |
| 10Elms LLP | 0.01% | New | 264 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 240 | $17K |
| Compass Financial Management LLC | 0.00% | — | 239 | $17K |
| Highline Wealth Partners LLC | 0.00% | Add +5.7% | 224 | $16K |
| Archer Investment Corp | 0.00% | No change | 215 | $15K |
| US Bancorp \de | 0.00% | No change | 200 | $14K |
| Fiduciary Financial Advisors | 0.00% | New | 190 | $13K |
| JPL Wealth Management, LLC | 0.00% | No change | 179 | $12K |
| Strategic Advocates LLC | 0.04% | Reduce -1.2% | 161 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 155 | $11K |
| Lodestone Wealth Management LLC | 0.00% | Add +0.7% | 153 | $11K |
| Paladin Advisory Group, LLC | 0.01% | Add +5.0% | 148 | $10K |
| Acima Private Wealth, LLC | 0.00% | New | 131 | $9K |
| AlphaCore Capital LLC | 0.00% | No change | 129 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -98.7% | 101 | $7K |
| Stone House Investment Management, LLC | 0.00% | New | 100 | $7K |
| Blue Trust, Inc. | 0.00% | New | 100 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -9.5% | 86 | $6K |
| Robinswood Financial LLC | 0.00% | New | 61 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 60 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +7.5% | 57 | $4K |
| Aberdeen Wealth Management LLC | 0.00% | New | 50 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 47 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 34 | $2K |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 33 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 30 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -88.2% | 20 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 5 | $322 |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 1 | $70 |
| Sankala Group LLC | 0.00% | Reduce -98.4% | 1 | $70 |
"% 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.