iShares Core 60/40 Balanced Allocation ETF (AOR) Institutional Ownership $68.79 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)Number ofInstitutional Buyers(last 12 months)55TotalInstitutional Inflows(last 12 months)$79.71MNumber ofInstitutional Sellers(last 12 months)29TotalInstitutional Outflows(last 12 months)$31.98M 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2026 SOA Wealth Advisors LLC.8,996$579K0.1%+1,205.7%0.018% 5/18/2026 Sunbelt 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% 5/1/2026 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% Get the Latest News and Ratings for AOR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Core 60/40 Balanced Allocation ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 2/18/2026 Ameriflex 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% 2/4/2026 Cascades 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% 2/2/2026 Cornerstone Planning Group LLC6,351$423K0.1%+3.3%0.013% 1/30/2026 Strategic Blueprint LLC16,318$1.06M0.1%N/A0.034% ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.See the 5 stocks to avoid1/28/2026 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% 1/15/2026 Jaffetilchin 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% 11/19/2025 Sunbelt 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% 11/17/2025 United Capital Financial Advisors LLC19,976$1.29M0.0%+2.6%0.045% 11/17/2025 Ameriprise 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% 11/13/2025 Ameriflex 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% 11/6/2025 Western 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% 10/27/2025 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% 10/7/2025 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% The Iran War Just Broke the Gold Market (Ad)The Iran war isn't just a geopolitical event. It's a financial one. Within hours of the strikes, oil surged… Defense stocks exploded…And gold ripped past $5,000.You can see the evidence — and the ticker symbol — here >>>8/15/2025 Ameriprise 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% 8/12/2025 Waterloo 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% 8/12/2025 JPMorgan Chase & Co.717,742$44.19M0.0%+5.8%1.719% 8/11/2025 Wealthspire Advisors LLC8,436$519K0.0%-4.2%0.020% 8/8/2025 IMA Advisory Services Inc.33,222$2.03M0.2%-3.1%0.080% AOR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AOR shares? During the previous two years, 293 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 1,259,457 shares in the last 24 months. This purchase volume represents approximately $79.71M in transactions. Which of iShares Core 60/40 Balanced Allocation ETF's major shareholders have been selling company stock? Of the 29 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), NewEdge Advisors LLC ($8.73K), and IMA Advisory Services Inc. ($8.68K). How much institutional selling is happening at iShares Core 60/40 Balanced Allocation ETF? Institutional investors have sold a total of 500,514 shares in the last 24 months. This volume of shares sold represents approximately $31.98M in transactions. Related Companies iShares Core 80/20 Aggressive Allocation ETF Major Shareholders WisdomTree Europe Hedged Equity Fund Major Shareholders iShares Core 40/60 Moderate Allocation ETF Major Shareholders NYLI FTSE International Equity Currency Neutral ETF Major Shareholders iShares Core 30/70 Conservative Allocation ETF Major Shareholders Xtrackers MSCI Europe Hedged Equity ETF Major Shareholders iShares Currency Hedged MSCI Japan ETF Major Shareholders Strategy Shares Nasdaq 7HANDL Index ETF Major Shareholders Xtrackers MSCI Japan Hedged Equity ETF Major Shareholders iShares Currency Hedged MSCI Eurozone ETF Major Shareholders This page (NYSEARCA:AOR) was last updated on 5/25/2026 by MarketBeat.com Staff. 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