13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
AOR

ISHARES CORE 60/40 BALANCED

484 institutions still hold ISHARES CORE 60/40 BALANCED as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289867·Exchange Traded Fund·484 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$751M
visible holders
Holders
484
filers reporting
Concentration
18.11%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

484 institutions reported AOR in Q2 2026. BlackRock, Inc. leads at 18.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$136M2.0M0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$74M1.1M0.02%Q2 202603
Worth Asset Management, LLC
CIK 0001927285
$52M743K16.51%Q2 202604
JPMORGAN CHASE & CO
CIK 0000019617
$46M668K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M586K0.00%Q2 202606
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$39M566K0.62%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$39M563K0.01%Q2 202608
MORGAN STANLEY
CIK 0000895421
$36M525K0.00%Q2 202609
ASPIRIANT, LLC
CIK 0001433541
$36M515K0.88%Q2 202610
Consilium Wealth Advisory, LLC
CIK 0001904906
$32M459K9.46%Q2 202611
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$32M453K12.68%Q2 202612
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$27M389K0.28%Q2 202613
Focus Partners Wealth
CIK 0001542153
$23M337K0.02%Q2 202614
Lebenthal Global Advisors, LLC
CIK 0001845766
$23M324K3.04%Q2 202615
Madrid Financial Services
CIK 0002135336
$21M306K11.24%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$21M300K0.00%Q2 202617
ASSETMARK, INC
CIK 0001344551
$20M290K0.03%Q2 202618
BSW Wealth Partners
CIK 0001512601
$19M277K2.14%Q2 202619
Waverly Advisors, LLC
CIK 0001568787
$17M247K0.10%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M242K0.00%Q2 2026
Page 1 of 25
464 more holders available. Log in →