Who owns iShares Core 60/40 Balanced Allocation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AOR from SEC Form 13F filings across 454 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 454 institutions disclosed 19.6M shares of iShares Core 60/40 Balanced Allocation ETF worth $1.37B — about 37% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
454
13F holders
$1.37B
value, 2026 filers
37%
of shares outstanding (19.6M sh)
73
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AOR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.0M | $136.1M | 0.0% | 3.7% | +2.1% |
| 2 | LPL Financial LLC | 1.1M | $74.1M | 0.0% | 2% | -10.0% |
| 3 | Worth Asset Management, LLC | 742,669 | $51.6M | 16.5% | 1.4% | +7.6% |
| 4 | JPMORGAN CHASE & CO | 668,197 | $46.3M | 0.0% | 1.3% | +2.8% |
| 5 | BANK OF AMERICA CORP /DE/ | 586,162 | $40.7M | 0.0% | 1.1% | -0.5% |
| 6 | Mesirow Financial Investment Management, Inc. | 565,749 | $39.3M | 0.6% | 1.1% | +0.5% |
| 7 | WELLS FARGO & COMPANY/MN | 562,914 | $39.1M | 0.0% | 1.1% | +8.8% |
| 8 | MORGAN STANLEY | 524,925 | $36.5M | 0.0% | 1% | -8.5% |
| 9 | ASPIRIANT, LLC | 515,345 | $35.8M | 0.9% | 1% | +1.2% |
| 10 | Consilium Wealth Advisory, LLC | 458,638 | $31.9M | 9.5% | 0.9% | +8.7% |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | 453,418 | $31.5M | 12.7% | 0.9% | +10.0% |
| 12 | Foundations Investment Advisors, LLC | 389,262 | $27.1M | 0.3% | 0.7% | +10.0% |
| 13 | Focus Partners Wealth | 336,606 | $23.4M | 0.0% | 0.6% | -1.7% |
| 14 | Lebenthal Global Advisors, LLC | 324,439 | $22.5M | 3.0% | 0.6% | +1.4% |
| 15 | Madrid Financial Services | 305,776 | $21.3M | 11.2% | 0.6% | +12.3% |
| 16 | ROYAL BANK OF CANADA | 300,065 | $20.9M | 0.0% | 0.6% | +8.1% |
| 17 | ASSETMARK, INC | 289,947 | $20.2M | 0.0% | 0.5% | +1.3% |
| 18 | BSW Wealth Partners | 276,966 | $19.2M | 2.1% | 0.5% | +10.1% |
| 19 | Waverly Advisors, LLC | 246,729 | $17.1M | 0.1% | 0.5% | -3.4% |
| 20 | RAYMOND JAMES FINANCIAL INC | 241,716 | $16.8M | 0.0% | 0.5% | +4.6% |
| 21 | Cambridge Investment Research Advisors, Inc. | 227,988 | $15.8M | 0.0% | 0.4% | +6.3% |
| 22 | OSAIC HOLDINGS, INC. | 216,818 | $15.1M | 0.0% | 0.4% | +47.4% |
| 23 | UBS Group AG | 187,500 | $13.0M | 0.0% | 0.4% | -10.8% |
| 24 | STIFEL FINANCIAL CORP | 183,986 | $12.8M | 0.0% | 0.3% | +2.7% |
| 25 | Cetera Investment Advisers | 178,223 | $12.4M | 0.0% | 0.3% | +10.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.