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AOR · iShares Core 60/40 Balanced Allocation ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $4,345,834
Total Shares: 62,530

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
94.6%
Sep 2021 → Jun 2026 · range 9.9% – 100.0%
+6.9 pts
Top 5
100.0%
Sep 2021 → Jun 2026 · range 38.1% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2021 → Jun 2026 · range 50.2% – 100.0%
0.0 pts
HHI
8,984
Sep 2021 → Jun 2026 · range 398 – 10,000
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
Corient Private Wealth LLC 59,173 $4,112,523
TOBIAS FINANCIAL ADVISORS, INC. 3,357 $233,311

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 50,210 $3,231,013
BOSTON RESEARCH & MANAGEMENT INC 7,001 $450,514
Filter: New 2 Increased 0 Reduced 0 Sold out 2 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC AOR $4,112,523 94.63% 59,173
TOBIAS FINANCIAL ADVISORS, INC. AOR $233,311 5.37% 3,357