iShares Core 60/40 Balanced ETF (AOR): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.2%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$942K (+14 K shares) · bought $942K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Rosenblum Silverman Sutton S FNew$942K0.2%+0.2 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of AOR (all 13F filers)
- BlackRock2.0 MIndex manager+40 K
- LPL Financial1.1 MWealth adviser−119 K
- Worth Asset Management743 KType not verified+53 K
- JPMorgan Chase668 KBank or trading desk+18 K
- Bank of America586 KBank or trading desk−2,972
- Mesirow Financial Investment Management566 KType not verified+2,633
- Wells Fargo563 KBank or trading desk+45 K
- Morgan Stanley525 KBank or trading desk−49 K
- Aspiriant515 KType not verified+5,921
- Consilium Wealth Advisory459 KWealth adviser+37 K
- Shares
- 2.0 M
- Change
- +40 K
See more
- Type
- Index manager
- Value
- $136M
- Shares
- 1.1 M
- Change
- −119 K
See more
- Type
- Wealth adviser
- Value
- $74.1M
- Worth Asset Management
- Shares
- 743 K
- Change
- +53 K
See more
- Type
- Type not verified
- Value
- $51.6M
- Shares
- 668 K
- Change
- +18 K
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- Type
- Bank or trading desk
- Value
- $46.3M
- Shares
- 586 K
- Change
- −2,972
See more
- Type
- Bank or trading desk
- Value
- $40.7M
- Shares
- 566 K
- Change
- +2,633
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- Type
- Type not verified
- Value
- $39.3M
- Shares
- 563 K
- Change
- +45 K
See more
- Type
- Bank or trading desk
- Value
- $39.1M
- Shares
- 525 K
- Change
- −49 K
See more
- Type
- Bank or trading desk
- Value
- $36.5M
- Shares
- 515 K
- Change
- +5,921
See more
- Type
- Type not verified
- Value
- $35.8M
- Consilium Wealth Advisory
- Shares
- 459 K
- Change
- +37 K
See more
- Type
- Wealth adviser
- Value
- $31.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗