Free Trial
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free AOR Stock Alerts

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

iShares Core 60/40 Balanced Allocation ETF logo
$67.93 +0.47 (+0.70%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$97.66M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$32.18M
Get AOR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core 60/40 Balanced Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp52,150$3.36M0.0%+4.4%0.102%
5/1/2026 Manning & 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%
2/18/2026NewEdge Advisors LLC5,746$374K0.0%-20.1%0.012%
2/17/2026Advisory Services Network LLC5,176$336K0.0%+32.6%0.011%
2/17/2026Captrust Financial Advisors32,337$2.10M0.0%+17.3%0.067%
2/13/2026Integrated 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%
2/13/2026Gould 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%
2/11/2026Strategic Advocates LLC7,571$495K0.1%-8.2%0.016%
2/11/2026JPMorgan Chase & Co.594,037$38.62M0.0%-2.4%1.239%
2/11/2026 Continuum Advisory LLC6,150$400K0.0%N/A0.013%
2/10/2026One Capital Management LLC17,434$1.13M0.0%+4.7%0.036%
2/10/2026Waterloo Capital L.P.19,733$1.28M0.1%+9.9%0.041%
2/9/2026Wealthquest Corp4,767$310K0.0%N/A0.010%
2/6/2026BlueStem 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%
2/5/2026Legacy 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%
2/3/2026 Manning & 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%
2/2/2026Cornerstone 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%
1/23/2026Westside 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%
1/1/2026JPMorgan Chase & Co.608,450$39.17M0.0%-15.2%1.360%
12/2/2025 IFP Advisors Inc444$29K0.0%-92.0%0.001%
11/26/2025Strategic Advocates LLC8,244$531K0.1%+2.6%0.018%
11/19/2025Sunbelt Securities Inc.6,949$447K0.0%-8.0%0.016%
11/19/2025Captrust Financial Advisors27,560$1.77M0.0%-4.2%0.062%
11/18/2025Integrated Investment Consultants LLC384,902$24.78M3.9%+4.7%0.860%
11/17/2025NewEdge Advisors LLC7,191$463K0.0%-50.3%0.016%
11/17/2025Gould 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%
11/14/2025One Capital Management LLC16,658$1.07M0.0%-21.2%0.037%
11/13/2025Parallel Advisors LLC3,494$225K0.0%+23.3%0.008%
11/13/2025Ameriflex Group Inc.25,014$1.61M0.6%+80.8%0.056%
11/12/2025BlueStem Wealth Partners LLC69,392$4.47M0.5%+0.6%0.155%
11/10/2025GGM Financials LLC405$26K0.0%N/A0.001%
11/10/2025EverSource Wealth Advisors LLC646$42K0.0%-19.5%0.001%
11/7/2025JPMorgan Chase & Co.608,450$39.17M0.0%-15.2%1.360%
11/6/2025IMA 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%
11/5/2025Prime Capital Investment Advisors LLC3,885$250K0.0%N/A0.009%
11/5/2025Waterloo Capital L.P.17,960$1.16M0.1%-9.9%0.040%
11/4/2025Westside 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%
10/27/2025 Manning & 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%
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%
10/7/2025Lbmc 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%
8/12/2025 Weitzel 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%
8/12/2025 Boston 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%
8/11/2025 Wealthspire 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%
8/6/2025 Nvwm LLC11,516$709K0.2%+33.3%0.028%
8/6/2025 Golden 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%
7/23/2025 NBT Bank N A NY98,865$6.09M0.4%+2.0%0.238%


AOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOR shares?

During the previous two years, 299 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 ($44.40M), 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.

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

Of the 232 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 ($689.98K), Richard Bernstein Advisors LLC ($557.50K), Integrated Investment Consultants LLC ($384.90K), and Janney Montgomery Scott LLC ($327.53K).

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

Institutional investors have bought a total of 1,573,055 shares in the last 24 months. This purchase volume represents approximately $97.66M in transactions.

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

Of the 32 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 ($88.21K), WestEnd Advisors LLC ($79.55K), Kingswood Wealth Advisors LLC ($19.06K), Ameriflex Group Inc. ($13.27K), BlueStem Wealth Partners LLC ($10.78K), and IMA Advisory Services Inc. ($8.91K).

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

Institutional investors have sold a total of 504,296 shares in the last 24 months. This volume of shares sold represents approximately $32.18M in transactions.


Related Companies

This page (NYSEARCA:AOR) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel