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

iShares Core 60/40 Balanced Allocation ETF logo
$64.43 -0.23 (-0.36%)
Closing price 04:10 PM Eastern
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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)
179
Total
Institutional Inflows
(last 12 months)
$3.14B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$68.95M
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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
10/9/2025AdvisorNet Financial Inc10,852$699K0.0%+4.7%0.025%
10/7/2025 Lbmc Investment Advisors LLC74,707$4.81M0.3%+0.8%0.171%
8/15/2025Captrust Financial Advisors28,754$1.77M0.0%+8.6%0.069%
8/15/2025Ameriprise Financial Inc.42,885$2.64M0.0%+8.9%0.103%
8/14/2025Gould Capital LLC2,596$160K0.1%-60.6%0.006%
8/14/2025NewEdge Advisors LLC14,472$891K0.0%+56.4%0.035%
8/14/2025Integrated Investment Consultants LLC367,598$22.63M4.2%+23.6%0.880%
8/12/2025Weitzel Financial Services Inc.18,078$1.12M0.5%N/A0.043%
8/12/2025Waterloo Capital L.P.19,933$1.23M0.1%-7.0%0.048%
8/12/2025Boston Research & Management Inc.6,886$423K0.1%-19.1%0.016%
8/12/2025JPMorgan Chase & Co.717,742$44.19M0.0%+5.8%1.719%
8/11/2025Wealthspire Advisors LLC8,436$519K0.0%-4.2%0.020%
8/8/2025IMA Advisory Services Inc.33,222$2.03M0.2%-3.1%0.080%
8/7/2025Cahill Financial Advisors Inc.38,402$2.36M0.3%-1.8%0.093%
8/6/2025Nvwm LLC11,516$709K0.2%+33.3%0.028%
8/6/2025Golden State Wealth Management LLC8,071$497K0.1%N/A0.019%
8/6/2025Ethos Financial Group LLC42,759$2.63M0.2%-4.6%0.103%
8/5/2025Westside Investment Management Inc.7,210$444K0.1%N/A0.017%
7/23/2025NBT Bank N A NY98,865$6.09M0.4%+2.0%0.238%
7/23/2025Venturi Wealth Management LLC8,099$499K0.0%+16.8%0.020%
7/23/2025WestEnd Advisors LLC44,423$2.74M0.1%-54.3%0.107%
7/23/2025Kingswood Wealth Advisors LLC10,460$644K0.1%-64.6%0.025%
7/21/2025Ameriflex Group Inc.13,836$846K0.4%-2.0%0.033%
7/17/2025Janney Montgomery Scott LLC27,936$1.72M0.0%-29.6%0.067%
7/16/2025Highline Wealth Partners LLC444$27K0.0%-61.0%0.001%
7/16/2025 ST Germain D J Co. Inc.950$58K0.0%N/A0.002%
7/11/2025Farther Finance Advisors LLC5,832$359K0.0%-6.7%0.014%
7/10/2025Worth Asset Management LLC381,062$23.46M11.6%N/A0.922%
7/9/2025 Lbmc Investment Advisors LLC74,103$4.56M0.3%-1.1%0.179%
7/1/2025Harbor Investment Advisory LLC7,055$434K0.0%+3.8%0.017%
5/16/2025HFM Investment Advisors LLC11,720$675K0.2%N/A0.029%
5/16/2025Jones Financial Companies Lllp666$38K0.0%-61.9%0.002%
5/16/2025NewEdge Advisors LLC9,254$533K0.0%+10.2%0.023%
5/16/2025Integrated Wealth Concepts LLC18,241$1.05M0.0%-8.0%0.045%
5/12/2025SouthState Corp13,407$772K0.0%+3,337.7%0.033%
5/9/2025Wealthspire Advisors LLC8,802$507K0.0%+91.8%0.022%
5/8/2025Wealthquest Corp4,998$288K0.0%-9.4%0.012%
5/7/2025Integrated Investment Consultants LLC297,294$17.12M2.4%N/A0.740%
5/7/2025BlueStem Wealth Partners LLC73,894$4.25M0.6%-3.9%0.183%
5/7/2025Nvwm LLC8,638$497K0.1%+23.1%0.021%
5/6/2025IMA Advisory Services Inc.34,278$1.96M0.2%-0.6%0.085%
4/30/2025Cornerstone Planning Group LLC5,947$335K0.1%-12.8%0.015%
4/29/2025Bank of New York Mellon Corp56,243$3.24M0.0%-57.0%0.139%
4/29/2025Wayfinding Financial LLC1,860$107K0.0%N/A0.005%
4/29/2025Columbia River Financial Group LLC797$45K0.0%N/A0.002%
4/25/2025WestEnd Advisors LLC97,105$5.59M0.1%-60.6%0.241%
4/24/2025Sunbelt Securities Inc.7,284$419K0.0%-3.6%0.018%
4/23/2025Western Wealth Management LLC4,048$233K0.0%-11.0%0.010%
4/21/2025Kingswood Wealth Advisors LLC29,518$1.70M0.1%+33.6%0.073%
4/17/2025NBT Bank N A NY96,917$5.58M0.4%+3.1%0.248%
4/17/2025Janney Montgomery Scott LLC39,668$2.28M0.0%-85.5%0.101%
4/15/2025CX Institutional8,037$463K0.0%N/A0.021%
4/14/2025Farther Finance Advisors LLC6,249$361K0.0%+140.4%0.016%
4/9/2025Lbmc Investment Advisors LLC74,955$4.32M0.3%-3.1%0.191%
4/7/2025AdvisorNet Financial Inc10,231$589K0.0%+9.5%0.026%
2/24/2025Ameriflex Group Inc.14,196$830K0.4%N/A0.039%
2/19/2025Orin Green Financial LLC7,885$452K0.2%+5.1%0.022%
2/18/2025Sunbelt Securities Inc.7,555$433K0.0%-15.6%0.021%
2/18/2025GTS Securities LLC20,024$1.15M0.1%+180.0%0.055%
2/18/2025Focus Partners Advisor Solutions LLC42,892$2.46M0.0%-10.9%0.118%
2/18/2025First Heartland Consultants Inc.5,148$295K0.0%+9.4%0.014%
2/18/2025Continuum Advisory LLC624$36K0.0%N/A0.002%
2/17/2025Waverly Advisors LLC258,466$14.82M0.2%+4.2%0.714%
2/17/2025Weitzel Financial Services Inc.13,137$756K0.4%+22.8%0.036%
2/17/2025Visionary Wealth Advisors34,095$1.95M0.1%-2.0%0.094%
2/17/2025Salus Financial Advisors LLC4,402$252K0.2%N/A0.012%
2/17/2025Sentinus LLC24,766$1.42M0.4%+8.8%0.068%
2/17/2025Royal Bank of Canada258,497$14.82M0.0%+35.3%0.714%
2/17/2025Napa Wealth Management9,737$557K0.2%-24.7%0.027%
2/17/2025Focus Partners Wealth50,597$2.90M0.0%N/A0.140%
2/17/2025Cetera Investment Advisers42,689$2.45M0.0%+27.5%0.118%
2/17/2025Cahill Financial Advisors Inc.40,749$2.34M0.3%-0.7%0.113%
2/17/2025Captrust Financial Advisors23,351$1.34M0.0%-6.1%0.065%
2/17/2025Bank of America Corp DE653,435$37.46M0.0%+13.0%1.805%
2/17/2025Benjamin Edwards Inc.11,264$646K0.0%N/A0.031%
2/17/2025Ameriprise Financial Inc.59,743$3.42M0.0%+45.9%0.165%
2/17/2025Aptus Capital Advisors LLC1,830$105K0.0%+41.0%0.005%
2/17/2025Apex Wealth Management LLC3,557$204K0.2%N/A0.010%
2/14/2025Mercer Global Advisors Inc. ADV15,647$897K0.0%+14.2%0.043%
2/14/2025Comerica Bank37,178$2.13M0.0%+616.3%0.103%
2/14/2025Lido Advisors LLC5,846$335K0.0%-3.8%0.016%
2/14/2025Bellwether Advisors LLC4,971$285K0.1%+25.3%0.014%
2/14/2025Piedmont Capital Management LLC23,216$1.33M0.8%-0.9%0.064%
2/14/2025Prosperity Consulting Group LLC48,579$2.79M0.2%+6.9%0.134%
2/14/2025Kovitz Investment Group Partners LLC310,923$17.82M0.1%-0.2%0.859%
2/14/2025Integrated Wealth Concepts LLC19,835$1.14M0.0%+19.4%0.055%
2/14/2025Canal Capital Management LLC5,968$342K0.1%-5.2%0.016%
2/14/2025OneDigital Investment Advisors LLC5,503$315K0.0%N/A0.015%
2/14/2025Stifel Financial Corp309,474$17.74M0.0%+425.8%0.855%
2/14/2025TD Waterhouse Canada Inc.1,609$92K0.0%+164.2%0.004%
2/14/2025Transce3nd LLC960$55K0.0%N/A0.003%
2/14/2025GeoWealth Management LLC69,393$3.98M0.1%-59.9%0.192%
2/13/2025Zacks Investment Management12,585$721K0.0%N/A0.035%
2/13/2025NewEdge Advisors LLC8,397$481K0.0%-2.1%0.023%
2/13/2025United Capital Financial Advisors LLC21,334$1.22M0.0%+4.5%0.059%
2/13/2025Cahaba Wealth Management Inc.11,469$657K0.1%-12.6%0.032%
2/13/2025Mariner LLC13,522$775K0.0%+2.7%0.037%
2/13/2025Sagespring Wealth Partners LLC6,498$372K0.0%N/A0.018%
2/13/2025Aquire Wealth Advisors LLC4,671$268K0.1%+5.6%0.013%
2/13/2025Rockefeller Capital Management L.P.15,404$883K0.0%-1.3%0.043%
(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, 341 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. ($44.19M), Richard Bernstein Advisors LLC ($37.53M), Bank of America Corp DE ($37.46M), and Mesirow Financial Investment Management Inc. ($35.04M).Learn more on iShares Core 60/40 Balanced Allocation ETF's institutional investors.

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

Of the 275 institutional investors that purchased iShares Core 60/40 Balanced Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($46.30M), Wells Fargo & Company MN ($3.37M), Global Assets Advisory LLC ($1.17M), 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 53,527,250 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

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

Of the 99 institutional investors that sold iShares Core 60/40 Balanced Allocation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($244.81K), International Assets Investment Management LLC ($241.21K), WestEnd Advisors LLC ($201.87K), GeoWealth Management LLC ($103.47K), Bank of New York Mellon Corp ($77.41K), Lebenthal Global Advisors LLC ($32.49K), and Focus Financial Network Inc. ($30.00K).

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

Institutional investors have sold a total of 1,190,254 shares in the last 24 months. This volume of shares sold represents approximately $68.95M in transactions.


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This page (NYSEARCA:AOR) was last updated on 10/9/2025 by MarketBeat.com Staff
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