13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
AOR

ISHARES CORE 60/40 BALANCED

437 institutions still hold ISHARES CORE 60/40 BALANCED as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289867·Exchange Traded Fund·437 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.9%
vs prior quarter
13F value held
$684M
63.0% inst. owned
of float
Holders
437
+93 QoQ
filers reporting
Activity
+82 / −40
+1,005 added · −793 reduced
this quarter
Concentration
18.05%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

437 institutions reported AOR in Q1 2026. BlackRock, Inc. leads at 18.1% of the visible book. +93 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$123M1.9M0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$76M1.2M0.02%Q1 202603
Worth Asset Management, LLC
CIK 0001927285
$44M690K16.55%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$41M650K0.00%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M589K0.00%Q1 202606
MORGAN STANLEY
CIK 0000895421
$37M573K0.00%Q1 202607
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$36M563K0.59%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M518K0.01%Q1 202609
ASPIRIANT, LLC
CIK 0001433541
$33M509K0.93%Q1 202610
Consilium Wealth Advisory, LLC
CIK 0001904906
$27M422K9.26%Q1 202611
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$27M412K12.91%Q1 202612
Focus Partners Wealth
CIK 0001542153
$23M358K0.03%Q4 202513
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$23M354K0.28%Q1 202614
Lebenthal Global Advisors, LLC
CIK 0001845766
$21M320K2.99%Q1 202615
ASSETMARK, INC
CIK 0001344551
$18M281K0.04%Q4 202516
ROYAL BANK OF CANADA
CIK 0001000275
$18M278K0.00%Q1 202617
Madrid Financial Services
CIK 0002135336
$18M272K10.34%Q1 202618
Waverly Advisors, LLC
CIK 0001568787
$16M255K0.12%Q1 202619
BSW Wealth Partners
CIK 0001512601
$16M252K1.98%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M231K0.00%Q1 2026
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