Latest Period
Q1 2026
Security Snapshot
ISHARES TR - CORE 60/40 BALAN (AOR) Institutional Ownership
CUSIP: 464289867
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
406
Shares (Excl. Options)
18,527,417
Price
$64.35
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- Security type / class
- Equity / CORE 60/40 BALAN
- Symbol
- AOR
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 18,527,417
- Total 13F value
- $1,193,119,064
- Portfolio coverage rank
- 0.01%
- Share change
- -1,070,999
- Value change
- -$69,292,713
- Number of holders
- 406
- SEC-reported price per share
- $69.52
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AOR - ISHARES TR - CORE 60/40 BALAN is tracked under CUSIP 464289867.
- 406 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 423 to 406 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,253,204,447 to $1,193,119,064.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 406 institutions filings for Q1 2026.
Security key
464289867
Latest holder period
Q1 2026
13F holders
406
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464289867:
As of 31 Mar 2026, 406 institutional investors reported holding 18,527,417 shares of ISHARES TR - CORE 60/40 BALAN (AOR).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 18,527,417 | $1,193,119,064 | -$69,292,713 | $64.35 | 406 |
| 2025 Q4 | 19,276,676 | $1,253,204,447 | +$219,892,560 | $65.01 | 423 |
| 2025 Q3 | 15,628,200 | $1,005,878,362 | +$30,295,375 | $64.38 | 384 |
| 2025 Q2 | 15,331,728 | $943,907,032 | +$25,697,576 | $61.57 | 363 |
| 2025 Q1 | 14,919,208 | $858,526,890 | -$245,187,591 | $57.57 | 347 |
| 2024 Q4 | 19,560,437 | $1,121,551,247 | +$242,999,961 | $57.32 | 356 |
| 2024 Q3 | 13,213,134 | $782,609,513 | +$5,106,169 | $59.24 | 338 |
| 2024 Q2 | 13,255,892 | $746,586,181 | +$24,111,063 | $56.32 | 337 |
| 2024 Q1 | 13,042,089 | $725,650,035 | -$275,367,542 | $55.67 | 323 |
| 2023 Q4 | 18,170,133 | $966,217,696 | +$300,397,453 | $53.19 | 337 |
| 2023 Q3 | 12,384,113 | $611,708,792 | +$30,186,471 | $49.41 | 297 |
| 2023 Q2 | 11,714,390 | $602,577,347 | -$5,888,595 | $51.45 | 287 |
| 2023 Q1 | 11,780,158 | $589,347,272 | -$724,291,881 | $50.03 | 290 |
| 2022 Q4 | 26,461,921 | $1,248,251,635 | +$513,792,514 | $47.16 | 311 |
| 2022 Q3 | 15,401,524 | $689,784,919 | -$14,061,744 | $44.78 | 250 |
| 2022 Q2 | 15,683,382 | $752,981,167 | +$129,473,528 | $48.00 | 262 |
| 2022 Q1 | 12,381,015 | $666,866,852 | -$87,638,100 | $53.96 | 272 |
| 2021 Q4 | 14,465,921 | $825,470,212 | +$149,617,284 | $57.08 | 290 |
| 2021 Q3 | 11,356,054 | $630,112,892 | +$81,930,691 | $55.47 | 258 |
| 2021 Q2 | 8,707,460 | $487,647,417 | -$51,865,972 | $56.00 | 254 |
| 2021 Q1 | 10,372,372 | $555,801,725 | +$51,598,322 | $53.56 | 241 |
| 2020 Q4 | 9,415,400 | $491,863,120 | -$4,227,199 | $52.20 | 230 |
| 2020 Q3 | 9,411,184 | $455,818,481 | -$6,253,101 | $48.44 | 204 |
| 2020 Q2 | 9,355,221 | $434,306,188 | -$27,959,187 | $46.39 | 189 |
| 2020 Q1 | 10,055,215 | $416,274,991 | -$10,419,125 | $41.38 | 198 |