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iShares Core 60/40 Balanced Allocation ETF (AOR) Institutional Ownership

iShares Core 60/40 Balanced Allocation ETF logo
$60.31 -0.33 (-0.54%)
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Institutional Ownership Changes (13F Filings) for iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Number of
Institutional Buyers
(last 12 months)
205
Total
Institutional Inflows
(last 12 months)
$3.15B
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$72.06M
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AOR Institutional Buying and Selling by Quarter

iShares Core 60/40 Balanced Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 HFM Investment Advisors LLC11,720$675K0.2%N/A0.029%
5/16/2025 Jones Financial Companies Lllp666$38K0.0%-61.9%0.002%
5/16/2025 NewEdge Advisors LLC9,254$533K0.0%+10.2%0.023%
5/16/2025 Integrated Wealth Concepts LLC18,241$1.05M0.0%-8.0%0.045%
5/12/2025 SouthState Corp13,407$772K0.0%+3,337.7%0.033%
5/9/2025 Wealthspire Advisors LLC8,802$507K0.0%+91.8%0.022%
5/8/2025 Wealthquest Corp4,998$288K0.0%-9.4%0.012%
5/7/2025 Integrated Investment Consultants LLC297,294$17.12M2.4%N/A0.740%
5/7/2025 BlueStem Wealth Partners LLC73,894$4.25M0.6%-3.9%0.183%
5/7/2025 Nvwm LLC8,638$497K0.1%+23.1%0.021%
5/6/2025 IMA Advisory Services Inc.34,278$1.96M0.2%-0.6%0.085%
4/30/2025 Cornerstone Planning Group LLC5,947$335K0.1%-12.8%0.015%
4/29/2025 Bank of New York Mellon Corp56,243$3.24M0.0%-57.0%0.139%
4/29/2025 Wayfinding Financial LLC1,860$107K0.0%N/A0.005%
4/29/2025 Columbia River Financial Group LLC797$45K0.0%N/A0.002%
4/25/2025 WestEnd Advisors LLC97,105$5.59M0.1%-60.6%0.241%
4/24/2025 Sunbelt Securities Inc.7,284$419K0.0%-3.6%0.018%
4/23/2025 Western Wealth Management LLC4,048$233K0.0%-11.0%0.010%
4/21/2025 Kingswood Wealth Advisors LLC29,518$1.70M0.1%+33.6%0.073%
4/17/2025 NBT Bank N A NY96,917$5.58M0.4%+3.1%0.248%
4/17/2025 Janney Montgomery Scott LLC39,668$2.28M0.0%-85.5%0.101%
4/15/2025 CX Institutional8,037$463K0.0%N/A0.021%
4/14/2025 Farther Finance Advisors LLC6,249$361K0.0%+140.4%0.016%
4/9/2025 Lbmc Investment Advisors LLC74,955$4.32M0.3%-3.1%0.191%
4/7/2025 AdvisorNet Financial Inc10,231$589K0.0%+9.5%0.026%
2/24/2025 Ameriflex Group Inc.14,196$830K0.4%N/A0.039%
2/19/2025 Orin Green Financial LLC7,885$452K0.2%+5.1%0.022%
2/18/2025 Sunbelt Securities Inc.7,555$433K0.0%-15.6%0.021%
2/18/2025 GTS Securities LLC20,024$1.15M0.1%+180.0%0.055%
2/18/2025 Focus Partners Advisor Solutions LLC42,892$2.46M0.0%-10.9%0.118%
2/18/2025 First Heartland Consultants Inc.5,148$295K0.0%+9.4%0.014%
2/18/2025 Continuum Advisory LLC624$36K0.0%N/A0.002%
2/17/2025 Waverly Advisors LLC258,466$14.82M0.2%+4.2%0.714%
2/17/2025 Weitzel Financial Services Inc.13,137$756K0.4%+22.8%0.036%
2/17/2025 Visionary Wealth Advisors34,095$1.95M0.1%-2.0%0.094%
2/17/2025 Salus Financial Advisors LLC4,402$252K0.2%N/A0.012%
2/17/2025 Sentinus LLC24,766$1.42M0.4%+8.8%0.068%
2/17/2025 Royal Bank of Canada258,497$14.82M0.0%+35.3%0.714%
2/17/2025 Napa Wealth Management9,737$557K0.2%-24.7%0.027%
2/17/2025 Focus Partners Wealth50,597$2.90M0.0%N/A0.140%
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2/17/2025 Cetera Investment Advisers42,689$2.45M0.0%+27.5%0.118%
2/17/2025 Cahill Financial Advisors Inc.40,749$2.34M0.3%-0.7%0.113%
2/17/2025 Captrust Financial Advisors23,351$1.34M0.0%-6.1%0.065%
2/17/2025 Bank of America Corp DE653,435$37.46M0.0%+13.0%1.805%
2/17/2025 Benjamin Edwards Inc.11,264$646K0.0%N/A0.031%
2/17/2025 Ameriprise Financial Inc.59,743$3.42M0.0%+45.9%0.165%
2/17/2025 Aptus Capital Advisors LLC1,830$105K0.0%+41.0%0.005%
2/17/2025 Apex Wealth Management LLC3,557$204K0.2%N/A0.010%
2/14/2025 Mercer Global Advisors Inc. ADV15,647$897K0.0%+14.2%0.043%
2/14/2025 Comerica Bank37,178$2.13M0.0%+616.3%0.103%
2/14/2025 Lido Advisors LLC5,846$335K0.0%-3.8%0.016%
2/14/2025 Bellwether Advisors LLC4,971$285K0.1%+25.3%0.014%
2/14/2025 Piedmont Capital Management LLC23,216$1.33M0.8%-0.9%0.064%
2/14/2025 Prosperity Consulting Group LLC48,579$2.79M0.2%+6.9%0.134%
2/14/2025 Kovitz Investment Group Partners LLC310,923$17.82M0.1%-0.2%0.859%
2/14/2025 Integrated Wealth Concepts LLC19,835$1.14M0.0%+19.4%0.055%
2/14/2025Canal Capital Management LLC5,968$342K0.1%-5.2%0.016%
2/14/2025 OneDigital Investment Advisors LLC5,503$315K0.0%N/A0.015%
2/14/2025 Stifel Financial Corp309,474$17.74M0.0%+425.8%0.855%
2/14/2025 TD Waterhouse Canada Inc.1,609$92K0.0%+164.2%0.004%
2/14/2025 Transce3nd LLC960$55K0.0%N/A0.003%
2/14/2025 GeoWealth Management LLC69,393$3.98M0.1%-59.9%0.192%
2/13/2025 Zacks Investment Management12,585$721K0.0%N/A0.035%
2/13/2025 NewEdge Advisors LLC8,397$481K0.0%-2.1%0.023%
2/13/2025 United Capital Financial Advisors LLC21,334$1.22M0.0%+4.5%0.059%
2/13/2025 Cahaba Wealth Management Inc.11,469$657K0.1%-12.6%0.032%
2/13/2025 Mariner LLC13,522$775K0.0%+2.7%0.037%
2/13/2025 Sagespring Wealth Partners LLC6,498$372K0.0%N/A0.018%
2/13/2025 Aquire Wealth Advisors LLC4,671$268K0.1%+5.6%0.013%
2/13/2025 Rockefeller Capital Management L.P.15,404$883K0.0%-1.3%0.043%
2/13/2025 Integrity Financial Corp WA25,339$1.45M0.8%-1.5%0.070%
2/13/2025 First Foundation Advisors74,880$4.29M0.2%+3.9%0.207%
2/13/2025 Redwood Park Advisors LLC804$46K0.0%N/A0.002%
2/13/2025 Mountain Capital Investment Advisors Inc.9,437$545K0.1%-20.5%0.026%
2/13/2025 TRUE Private Wealth Advisors114,451$6.56M0.8%+1.6%0.316%
2/13/2025 Renaissance Technologies LLC47,100$2.70M0.0%+77.7%0.130%
2/13/2025 Bank of Montreal Can20,806$1.19M0.0%+13.3%0.057%
2/13/2025 Cerity Partners LLC13,964$800K0.0%+15.8%0.039%
2/13/2025 Waterloo Capital L.P.15,946$914K0.1%+44.1%0.044%
2/13/2025 Envestnet Asset Management Inc.165,474$9.49M0.0%+340.5%0.457%
2/13/2025 Wells Fargo & Company MN1,999,890$114.63M0.0%+424.8%5.525%
2/12/2025 Atlas Capital Advisors Inc.3,367$193K0.0%-38.4%0.009%
2/12/2025 World Investment Advisors10,366$594K0.0%+16.3%0.029%
2/12/2025 Nicolet Advisory Services LLC6,431$364K0.0%-4.3%0.018%
2/12/2025 Martin Worley Group18,814$1.08M0.7%N/A0.052%
2/12/2025 National Bank of Canada FI29,484$1.69M0.0%+18.6%0.081%
2/12/2025 Boston Research & Management Inc.8,449$484K0.1%-2.2%0.023%
2/12/2025 Life Planning Partners Inc113,838$6.53M0.9%N/A0.314%
2/12/2025 RWA Wealth Partners LLC61,707$3.54M0.0%+3.1%0.170%
2/12/2025 JPMorgan Chase & Co.681,814$39.08M0.0%-105.7%1.883%
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2/12/2025 Worth Financial Advisory Group LLC28,023$1.61M1.0%-16.3%0.077%
2/12/2025 Ausdal Financial Partners Inc.4,923$282K0.0%-4.8%0.014%
2/11/2025 Syverson Strege & Co4,626$265K0.1%+11.6%0.013%
2/11/2025Hershey Financial Advisers LLC17,887$1.03M0.9%N/A0.049%
2/11/2025 LPL Financial LLC378,603$21.70M0.0%+8.8%1.046%
2/11/2025 Millstone Evans Group LLC3,901$224K0.2%N/A0.011%
2/11/2025 HUB Investment Partners LLC6,383$366K0.0%N/A0.018%
2/10/2025 IMG Wealth Management Inc.23,312$1.34M1.2%N/A0.064%
2/10/2025 Gallacher Capital Management LLC35,093$2.01M1.0%+210.1%0.097%
2/10/2025 Harbour Investments Inc.32,344$1.85M0.1%+0.6%0.089%
(Data available from 1/1/2016 forward)

AOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOR shares?

During the previous two years, 348 institutional investors and hedge funds held shares of iShares Core 60/40 Balanced Allocation ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($114.63M), Global Assets Advisory LLC ($66.33M), Raymond James Financial Inc. ($61.49M), JPMorgan Chase & Co. ($39.08M), Richard Bernstein Advisors LLC ($37.53M), Bank of America Corp DE ($37.46M), and Mesirow Financial Investment Management Inc. ($35.04M).Learn more on AOR's institutional investors.

Which institutional investors have been buying iShares Core 60/40 Balanced Allocation ETF stock?

Of the 290 institutional investors that purchased iShares Core 60/40 Balanced Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($46.26M), Wells Fargo & Company MN ($3.37M), Global Assets Advisory LLC ($1.18M), Raymond James Financial Inc. ($1.07M), Raymond James & Associates ($971.47K), Richard Bernstein Advisors LLC ($828.01K), and Mesirow Financial Investment Management Inc. ($629.68K).

How much institutional buying is happening at iShares Core 60/40 Balanced Allocation ETF?

Institutional investors have bought a total of 62,235,023 shares in the last 24 months. This purchase volume represents approximately $3.60B in transactions.

Which iShares Core 60/40 Balanced Allocation ETF major shareholders have been selling company stock?

Of the 189 institutional investors that sold iShares Core 60/40 Balanced Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($473.86K), International Assets Investment Management LLC ($241.21K), WestEnd Advisors LLC ($233.64K), Aspiriant LLC ($126.68K), Bank of New York Mellon Corp ($114.67K), GeoWealth Management LLC ($103.47K), and Bell Investment Advisors Inc ($78.89K).

How much institutional selling is happening at iShares Core 60/40 Balanced Allocation ETF?

Institutional investors have sold a total of 2,476,333 shares in the last 24 months. This volume of shares sold represents approximately $136.85M in transactions.


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This page (NYSEARCA:AOR) was last updated on 6/13/2025 by MarketBeat.com Staff
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