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

iShares Core 60/40 Balanced Allocation ETF logo
$58.22 +0.53 (+0.92%)
Closing price 05/2/2025 04:10 PM Eastern
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$58.24 +0.02 (+0.03%)
As of 05/2/2025 06:29 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)
203
Total
Institutional Inflows
(last 12 months)
$3.14B
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$75.52M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
2/24/2025Ameriflex Group Inc.14,196$830K0.4%N/A0.039%
2/19/2025Orin Green Financial LLC7,885$452K0.2%+5.1%0.022%
2/18/2025 Sunbelt 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%
2/18/2025 Continuum 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%
2/17/2025 Salus 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%
2/17/2025 Apex 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%
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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%
2/14/2025 OneDigital 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%
2/13/2025 Cahaba Wealth Management Inc.11,469$657K0.1%-12.6%0.032%
2/13/2025Mariner LLC13,522$775K0.0%+2.7%0.037%
2/13/2025 Sagespring 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%
2/13/2025Integrity Financial Corp WA25,339$1.45M0.8%-1.5%0.070%
2/13/2025First Foundation Advisors74,880$4.29M0.2%+3.9%0.207%
2/13/2025Redwood Park Advisors LLC804$46K0.0%N/A0.002%
2/13/2025 Mountain Capital Investment Advisors Inc.9,437$545K0.1%-20.5%0.026%
2/13/2025TRUE Private Wealth Advisors114,451$6.56M0.8%+1.6%0.316%
2/13/2025Renaissance Technologies LLC47,100$2.70M0.0%+77.7%0.130%
2/13/2025Bank of Montreal Can20,806$1.19M0.0%+13.3%0.057%
2/13/2025 Cerity Partners LLC13,964$800K0.0%+15.8%0.039%
2/13/2025Waterloo 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%
2/13/2025Wells Fargo & Company MN1,999,890$114.63M0.0%+424.8%5.525%
2/12/2025Atlas Capital Advisors Inc.3,367$193K0.0%-38.4%0.009%
2/12/2025 World Investment Advisors10,366$594K0.0%+16.3%0.029%
2/12/2025Nicolet Advisory Services LLC6,431$364K0.0%-4.3%0.018%
2/12/2025 Martin Worley Group18,814$1.08M0.7%N/A0.052%
2/12/2025National Bank of Canada FI29,484$1.69M0.0%+18.6%0.081%
2/12/2025Boston 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%
2/12/2025RWA Wealth Partners LLC61,707$3.54M0.0%+3.1%0.170%
2/12/2025JPMorgan Chase & Co.681,814$39.08M0.0%-105.7%1.883%
2/12/2025 Worth Financial Advisory Group LLC28,023$1.61M1.0%-16.3%0.077%
2/12/2025Ausdal Financial Partners Inc.4,923$282K0.0%-4.8%0.014%
2/11/2025Syverson Strege & Co4,626$265K0.1%+11.6%0.013%
2/11/2025Hershey Financial Advisers LLC17,887$1.03M0.9%N/A0.049%
2/11/2025LPL Financial LLC378,603$21.70M0.0%+8.8%1.046%
2/11/2025Millstone Evans Group LLC3,901$224K0.2%N/A0.011%
2/11/2025HUB Investment Partners LLC6,383$366K0.0%N/A0.018%
2/10/2025 IMG Wealth Management Inc.23,312$1.34M1.2%N/A0.064%
2/10/2025Gallacher Capital Management LLC35,093$2.01M1.0%+210.1%0.097%
2/10/2025Harbour Investments Inc.32,344$1.85M0.1%+0.6%0.089%
2/10/2025Corient Private Wealth LLC96,326$5.52M0.0%-1.8%0.266%
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2/10/2025 Envestnet Portfolio Solutions Inc.10,071$577K0.0%+11.7%0.028%
2/10/2025 Northwest Wealth Management LLC42,893$2.46M0.5%+5.7%0.118%
2/10/2025Commonwealth Equity Services LLC88,934$5.10M0.0%+14.8%0.246%
2/10/2025Avantax Advisory Services Inc.77,402$4.44M0.0%+87.6%0.214%
2/10/2025Essential Planning LLC.62,064$3.64M0.0%N/A0.171%
2/10/2025 Farther Finance Advisors LLC2,599$149K0.0%+1,010.7%0.007%
2/10/2025EverSource Wealth Advisors LLC888$51K0.0%+7,300.0%0.002%
2/7/2025HighTower Advisors LLC25,323$1.45M0.0%+3.6%0.070%
2/7/2025New England Private Wealth Advisors LLC11,699$671K0.1%+2.6%0.032%
2/7/2025 NBT Bank N A NY93,992$5.39M0.4%+8.9%0.260%
(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, 351 institutional investors and hedge funds held shares of iShares Core 60/40 Balanced Allocation ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($39.12B), 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), and Bank of America Corp DE ($37.46M).Learn more on AOR's institutional investors.

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

Of the 292 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 62,006,813 shares in the last 24 months. This purchase volume represents approximately $3.58B in transactions.

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

Of the 190 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), Richard Bernstein Advisors LLC ($281.12K), International Assets Investment Management LLC ($241.21K), WestEnd Advisors LLC ($233.64K), Aspiriant LLC ($126.68K), Bank of New York Mellon Corp ($114.67K), and GeoWealth Management LLC ($103.47K).

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

Institutional investors have sold a total of 2,894,135 shares in the last 24 months. This volume of shares sold represents approximately $157.71M in transactions.


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This page (NYSEARCA:AOR) was last updated on 5/3/2025 by MarketBeat.com Staff
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