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

iShares Core 60/40 Balanced Allocation ETF logo
$70.29 -0.11 (-0.16%)
As of 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)
54
Total
Institutional Inflows
(last 12 months)
$50.73M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$26.02M
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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
7/9/2026 Valeo Financial Advisors LLC4,396$306K0.0%N/A0.008%
7/9/2026 Worth Asset Management LLC742,669$51.62M16.5%+7.6%1.400%
7/7/2026 Arlington Trust Co LLC837$58K0.0%N/A0.002%
7/7/2026 CoreCap Advisors LLC6,661$463K0.0%+3.3%0.013%
6/3/2026 Wealthquest Corp4,409$284K0.0%-7.5%0.009%
5/20/2026 SOA Wealth Advisors LLC.8,996$579K0.1%+1,205.7%0.018%
5/18/2026Sunbelt Securities Inc.6,122$394K0.0%-12.2%0.012%
5/18/2026 Gould Capital LLC500$32K0.0%-77.9%0.001%
5/18/2026 EverSource Wealth Advisors LLC3,842$247K0.0%+494.7%0.007%
5/6/2026 IMA Advisory Services Inc.26,161$1.68M0.2%+2.7%0.051%
5/6/2026 Cornerstone Planning Group LLC9,274$630K0.1%+46.0%0.018%
5/5/2026 Bank of New York Mellon Corp52,150$3.36M0.0%+4.4%0.102%
5/1/2026Manning & Napier Advisors LLC3,783$239K0.0%-41.9%0.007%
4/30/2026 Weitzel Financial Services Inc.27,452$1.78M0.6%+14.2%0.053%
4/28/2026 NBT Bank N A NY102,224$6.58M0.4%+157,167.7%0.199%
4/22/2026 Janney Montgomery Scott LLC32,083$2.07M0.0%-70.4%0.063%
4/22/2026 Venturi Wealth Management LLC8,519$548K0.0%+12.7%0.017%
4/17/2026 Worth Asset Management LLC689,976$44.40M16.6%+2.9%1.354%
4/17/2026 AdvisorNet Financial Inc9,451$608K0.0%-15.3%0.019%
2/27/2026 Strategic Investment Solutions Inc. IL505$33K0.0%N/A0.001%
2/18/2026Ameriflex Group Inc.12,031$782K0.4%-51.9%0.025%
2/18/2026 NewEdge Advisors LLC5,746$374K0.0%-20.1%0.012%
2/17/2026 Advisory Services Network LLC5,176$336K0.0%+32.6%0.011%
2/17/2026 Captrust Financial Advisors32,337$2.10M0.0%+17.3%0.067%
2/13/2026 Integrated Wealth Concepts LLC25,318$1.65M0.0%+9.3%0.053%
2/13/2026 Golden State Wealth Management LLC11,522$749K0.1%+7.5%0.024%
2/13/2026 Gould Capital LLC2,263$147K0.1%+123.6%0.005%
2/12/2026 Mosley Wealth Management3,569$231K0.1%N/A0.007%
2/11/2026 Janney Montgomery Scott LLC108,561$7.06M0.0%+292.7%0.226%
2/11/2026 Strategic Advocates LLC7,571$495K0.1%-8.2%0.016%
2/11/2026 JPMorgan Chase & Co.594,037$38.62M0.0%-2.4%1.239%
2/11/2026 Continuum Advisory LLC6,150$400K0.0%N/A0.013%
2/10/2026 One Capital Management LLC17,434$1.13M0.0%+4.7%0.036%
2/10/2026 Waterloo Capital L.P.19,733$1.28M0.1%+9.9%0.041%
2/9/2026 Wealthquest Corp4,767$310K0.0%N/A0.010%
2/6/2026 BlueStem Wealth Partners LLC61,583$4.00M0.4%-11.3%0.128%
2/5/2026 TD Private Client Wealth LLC2,503$163K0.0%N/A0.005%
2/5/2026 Legacy Financial Group LLC25,645$1.70M0.2%+12.1%0.053%
2/4/2026Cascades Capital Asset Management LLC3,700$241K0.1%N/A0.008%
2/4/2026 Mascoma Wealth Management LLC1,218$79K0.0%+23.4%0.003%
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2/3/2026Manning & Napier Advisors LLC6,514$425K0.0%-45.3%0.014%
2/3/2026 Weitzel Financial Services Inc.24,046$1.57M0.6%+6.3%0.050%
2/3/2026Vantage Financial Partners LLC4,641$302K0.1%+6.9%0.010%
2/2/2026 Cornerstone Planning Group LLC6,351$423K0.1%+3.3%0.013%
1/30/2026 Strategic Blueprint LLC16,318$1.06M0.1%N/A0.034%
1/28/2026 Kingswood Wealth Advisors LLC37,840$2.46M0.1%+66.5%0.079%
1/27/2026 WestEnd Advisors LLC49,946$3.25M0.1%+184.4%0.104%
1/26/2026 Private Trust Co. NA411$27K0.0%N/A0.001%
1/26/2026 Transcendent Capital Group LLC6,831$444K0.2%+41.4%0.014%
1/23/2026 Farther Finance Advisors LLC11,286$734K0.0%+79.7%0.023%
1/23/2026 Westside Investment Management Inc.12,730$828K0.1%+35.9%0.026%
1/22/2026 Venturi Wealth Management LLC7,562$492K0.0%-12.5%0.016%
1/21/2026 Flagship Harbor Advisors LLC1,123$73K0.0%N/A0.002%
1/20/2026 Nvwm LLC12,362$804K0.2%-1.5%0.026%
1/15/2026Jaffetilchin Investment Partners LLC5,991$389K0.0%N/A0.012%
1/14/2026 Worth Asset Management LLC670,703$43.60M18.5%+5.2%1.394%
1/13/2026 Ferguson Wellman Capital Management Inc.3,434$223K0.0%N/A0.007%
1/6/2026Ransom Advisory Ltd1,000$65K0.0%N/A0.002%
1/1/2026 JPMorgan Chase & Co.608,450$39.17M0.0%-15.2%1.360%
12/2/2025 IFP Advisors Inc444$29K0.0%-92.0%0.001%
11/26/2025 Strategic Advocates LLC8,244$531K0.1%+2.6%0.018%
11/19/2025Sunbelt Securities Inc.6,949$447K0.0%-8.0%0.016%
11/19/2025 Captrust Financial Advisors27,560$1.77M0.0%-4.2%0.062%
11/18/2025Integrated Investment Consultants LLC384,902$24.78M3.9%+4.7%0.860%
11/17/2025 NewEdge Advisors LLC7,191$463K0.0%-50.3%0.016%
11/17/2025 Gould Capital LLC1,012$65K0.0%-61.0%0.002%
11/17/2025United Capital Financial Advisors LLC19,976$1.29M0.0%+2.6%0.045%
11/17/2025Ameriprise Financial Inc.44,427$2.86M0.0%+3.6%0.099%
11/14/2025 One Capital Management LLC16,658$1.07M0.0%-21.2%0.037%
11/13/2025 Parallel Advisors LLC3,494$225K0.0%+23.3%0.008%
11/13/2025Ameriflex Group Inc.25,014$1.61M0.6%+80.8%0.056%
11/12/2025 BlueStem Wealth Partners LLC69,392$4.47M0.5%+0.6%0.155%
11/10/2025 GGM Financials LLC405$26K0.0%N/A0.001%
11/10/2025 EverSource Wealth Advisors LLC646$42K0.0%-19.5%0.001%
11/7/2025 JPMorgan Chase & Co.608,450$39.17M0.0%-15.2%1.360%
11/6/2025 IMA Advisory Services Inc.25,595$1.63M0.2%-23.0%0.057%
11/6/2025Western Wealth Management LLC3,751$242K0.0%-7.3%0.008%
11/5/2025 Prime Capital Investment Advisors LLC3,885$250K0.0%N/A0.009%
11/5/2025 Waterloo Capital L.P.17,960$1.16M0.1%-9.9%0.040%
11/4/2025 Westside Investment Management Inc.9,365$603K0.1%+29.9%0.021%
11/4/2025 Transcendent Capital Group LLC4,832$311K0.1%N/A0.011%
11/3/2025 Golden State Wealth Management LLC10,722$690K0.1%+32.8%0.024%
10/28/2025 Mascoma Wealth Management LLC987$64K0.0%-18.8%0.002%
10/27/2025Manning & Napier Advisors LLC11,917$765K0.0%N/A0.027%
10/23/2025 Kingswood Wealth Advisors LLC22,731$1.46M0.1%+117.3%0.051%
10/23/2025 Venturi Wealth Management LLC8,642$556K0.0%+6.7%0.020%
10/22/2025 CoreCap Advisors LLC6,457$416K0.0%+18.9%0.015%
10/22/2025 WestEnd Advisors LLC17,560$1.13M0.0%-60.5%0.040%
10/17/2025 Worth Asset Management LLC637,764$41.06M18.5%+67.4%1.449%
10/16/2025 Nvwm LLC12,550$808K0.2%+9.0%0.029%
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10/14/2025 Weitzel Financial Services Inc.22,620$1.45M0.6%+25.1%0.051%
10/14/2025 Farther Finance Advisors LLC6,280$404K0.0%+7.7%0.014%
10/9/2025 AdvisorNet Financial Inc10,852$699K0.0%+4.7%0.025%
10/7/2025 Lbmc Investment Advisors LLC74,707$4.81M0.3%+0.8%0.171%
8/15/2025 Captrust Financial Advisors28,754$1.77M0.0%+8.6%0.069%
8/15/2025Ameriprise Financial Inc.42,885$2.64M0.0%+8.9%0.103%
8/14/2025 Gould Capital LLC2,596$160K0.1%-60.6%0.006%
8/14/2025 NewEdge Advisors LLC14,472$891K0.0%+56.4%0.035%
8/14/2025Integrated Investment Consultants LLC367,598$22.63M4.2%+23.6%0.880%
8/12/2025 Weitzel Financial Services Inc.18,078$1.12M0.5%N/A0.043%


AOR Institutional Ownership - Frequently Asked Questions

During the previous two years, 270 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), Raymond James Financial Inc. ($61.49M), Worth Asset Management LLC ($51.62M), JPMorgan Chase & Co. ($38.62M), 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.

Of the 213 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 ($1.62M), Raymond James Financial Inc. ($1.07M), Worth Asset Management LLC ($742.67K), Richard Bernstein Advisors LLC ($557.50K), Integrated Investment Consultants LLC ($384.90K), and Janney Montgomery Scott LLC ($327.53K).

Institutional investors have bought a total of 781,267 shares in the last 24 months. This purchase volume represents approximately $50.73M in transactions.

Of the 22 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: JPMorgan Chase & Co. ($233.00K), Janney Montgomery Scott LLC ($76.48K), WestEnd Advisors LLC ($26.86K), Ameriflex Group Inc. ($12.98K), NewEdge Advisors LLC ($8.73K), Manning & Napier Advisors LLC ($8.13K), and BlueStem Wealth Partners LLC ($7.81K).

Institutional investors have sold a total of 403,842 shares in the last 24 months. This volume of shares sold represents approximately $26.02M in transactions.


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Institutional ownership data for NYSEARCA:AOR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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