AOR · iShares Core 60/40 Balanced Allocation ETF ETF
$70.09
-0.01 (-0.01%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $4,345,834
Total Shares: 62,530
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
94.6%
+6.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,984
Highly concentrated+1,132
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
0
Institutional value:
+18.0%
Shares held:
+9.3%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 59,173 | $4,112,523 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 3,357 | $233,311 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 50,210 | $3,231,013 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 7,001 | $450,514 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AOR | $4,112,523 | 94.63% | 59,173 | Shares | 2026-08-27 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. AOR | $233,311 | 5.37% | 3,357 | Shares | 2026-08-25 |