ISHARES CORE 60/40 BALANCED AOR
$69.27
+0.8% 52w: $57.96 – $69.32
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data57.9663.6469.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
408
-17 QoQ
13F value
$1.19B
-5.5% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$611K calls / — puts
Institutional value by quarter
Number of holders
Who owns AOR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 1.9M | $123.4M | 0.0% | +1.5% |
| LPL Financial LLC | Bank broker | 1.2M | $76.2M | 0.0% | +28.4% |
| Worth Asset Management, LLC | Wealth advisor | 690.0K | $44.4M | 16.6% | +2.9% |
| JPMORGAN CHASE & CO | Bank broker | 650.2K | $41.0M | 0.0% | +9.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 589.1K | $37.9M | 0.0% | +0.7% |
| MORGAN STANLEY | Bank broker | 573.5K | $36.9M | 0.0% | +0.3% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 563.1K | $36.2M | 0.6% | +16.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 517.6K | $33.3M | 0.0% | -56.6% |
| ASPIRIANT, LLC | Wealth advisor | 509.4K | $32.8M | 0.9% | +5.8% |
| Consilium Wealth Advisory, LLC | Other | 421.9K | $27.1M | 9.3% | +32.1% |
| JIM SAULNIER & ASSOCIATES, LLC | Wealth advisor | 412.3K | $26.5M | 12.9% | +5.2% |
| Foundations Investment Advisors, LLC | Wealth advisor | 353.9K | $22.8M | 0.3% | +10.0% |
| Focus Partners Wealth | Wealth advisor | 342.4K | $22.0M | 0.0% | -4.3% |
| Lebenthal Global Advisors, LLC | Wealth advisor | 320.0K | $20.6M | 3.0% | +42.6% |
| ASSETMARK, INC | Wealth advisor | 286.2K | $18.4M | 0.0% | +2.0% |
| ROYAL BANK OF CANADA | Bank broker | 277.7K | $17.9M | 0.0% | +1.2% |
| Madrid Financial Services | Wealth advisor | 272.3K | $17.5M | 10.3% | — |
| Waverly Advisors, LLC | Wealth advisor | 255.4K | $16.4M | 0.1% | +3.0% |
| BSW Wealth Partners | Wealth advisor | 251.7K | $16.2M | 2.0% | +1.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 231.1K | $14.9M | 0.0% | -65.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 214.5K | $13.8M | 0.0% | +6.9% |
| UBS Group AG | Bank broker | 210.1K | $13.5M | 0.0% | -14.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 179.1K | $11.5M | 0.0% | -51.1% |
| Phil A. Younker & Associates, Ltd. | Wealth advisor | 176.5K | $11.4M | 7.6% | -0.6% |
| Cetera Investment Advisers | Wealth advisor | 161.2K | $10.4M | 0.0% | +11.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 156.6K | $10.1M | 0.1% | +11.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 147.1K | $9.5M | 0.0% | -3.9% |
| Ellenbecker Investment Group | Wealth advisor | 146.1K | $9.4M | 1.3% | +29.2% |
| Creative Planning | Wealth advisor | 126.4K | $8.1M | 0.0% | -1.6% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 126.3K | $8.1M | 0.8% | +15.7% |
| One Capital Management, LLC | Wealth advisor | 123.5K | $8.0M | 0.2% | +608.6% |
| TRUE Private Wealth Advisors | Wealth advisor | 123.4K | $7.9M | 0.8% | -1.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 112.4K | $7.2M | 0.0% | +2.6% |
| EIGHT 31 FINANCIAL, LLC | Wealth advisor | 110.1K | $7.1M | 4.3% | +0.5% |
| Cogent Private Wealth, Inc. | Wealth advisor | 108.2K | $7.0M | 5.0% | +11.3% |
| NBT BANK N A /NY | Other | 102.2K | $6.6M | 0.4% | +157167.7% |
| Legacy Wealth Partners, LLC | Wealth advisor | 96.3K | $6.2M | 1.6% | -8.9% |
| Strategic Family Wealth Counselors, L.L.C. | Wealth advisor | 94.5K | $6.1M | 1.6% | +1.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 93.3K | $6.0M | 0.0% | -53.2% |
| UNIQUE WEALTH, LLC | Wealth advisor | 92.5K | $6.0M | 0.8% | +1.0% |
| Wealth Forward, LLC | Wealth advisor | 85.7K | $5.5M | 3.1% | -1.1% |
| Bell Investment Advisors, Inc | Wealth advisor | 82.4K | $5.3M | 0.8% | -9.2% |
| Weaver Consulting Group | Wealth advisor | 82.0K | $5.3M | 1.3% | +5.5% |
| Prosperity Consulting Group, LLC | Wealth advisor | 81.5K | $5.2M | 0.2% | +6.7% |
| PATTON ALBERTSON MILLER GROUP, LLC | Other | 81.5K | $5.2M | 0.6% | -4.6% |
| VIEWPOINT INVESTMENT PARTNERS CORP | Other | 57.5K | $5.2M | 2.4% | Held |
| WestEnd Advisors, LLC | Wealth advisor | 80.1K | $5.2M | 0.1% | +60.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 78.1K | $5.0M | 0.0% | +2.3% |
| FIRST FOUNDATION ADVISORS | Other | 75.2K | $4.8M | 0.2% | -1.8% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 70.5K | $4.5M | 0.3% | -3.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.