As of 30 Sep 2025, 383 institutional investors reported holding 15,630,995 shares of ISHARES TR - CORE 60/40 BALAN (AOR).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,148,673 | $139,768,957 | -$1,104,541 | $65.01 | 88 |
| 2025 Q3 | 15,630,995 | $1,006,058,415 | +$30,296,143 | $64.38 | 383 |
| 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 |
| 2019 Q4 | 9,946,385 | $475,857,867 | +$19,402,057 | $47.84 | 213 |
| 2019 Q3 | 9,503,428 | $437,759,139 | -$963,261 | $46.06 | 167 |
| 2019 Q2 | 9,399,507 | $432,345,271 | -$24,361,017 | $46.02 | 167 |
| 2019 Q1 | 9,974,722 | $445,921,789 | -$193,238,140 | $44.70 | 166 |
| 2018 Q4 | 14,179,551 | $586,013,594 | +$273,395,148 | $41.31 | 164 |
| 2018 Q3 | 7,347,941 | $331,151,658 | -$11,014,817 | $45.13 | 150 |
| 2018 Q2 | 6,894,725 | $305,909,650 | +$8,742,172 | $44.36 | 149 |
| 2018 Q1 | 7,275,016 | $324,208,759 | -$4,339,177 | $44.57 | 144 |
| 2017 Q4 | 7,347,678 | $329,923,080 | +$7,906,913 | $44.92 | 129 |
| 2017 Q3 | 6,922,622 | $310,455,319 | +$17,692,340 | $44.83 | 114 |
| 2017 Q2 | 6,530,278 | $284,912,953 | +$8,730,637 | $43.61 | 111 |
| 2017 Q1 | 6,332,951 | $268,509,057 | -$218,227,950 | $42.39 | 113 |
| 2016 Q4 | 12,329,605 | $500,393,148 | +$248,074,839 | $40.58 | 108 |
| 2016 Q3 | 6,095,341 | $250,749,543 | -$16,163,914 | $41.15 | 96 |
| 2016 Q2 | 6,527,479 | $257,681,059 | +$5,807,995 | $40.03 | 95 |
| 2016 Q1 | 5,180,322 | $204,103,943 | -$305,894,822 | $39.45 | 87 |
| 2015 Q4 | 12,834,561 | $498,751,006 | +$343,928,888 | $38.88 | 79 |
| 2015 Q3 | 3,854,162 | $147,227,620 | +$39,740,676 | $38.16 | 70 |
| 2015 Q2 | 2,874,257 | $116,438,378 | +$14,375,954 | $40.54 | 67 |
| 2015 Q1 | 2,490,306 | $101,682,226 | -$51,642,435 | $40.82 | 65 |
| 2014 Q4 | 4,023,461 | $161,412,067 | +$91,648,455 | $40.12 | 62 |
| 2014 Q3 | 1,347,796 | $53,160,111 | +$6,688,767 | $39.47 | 44 |
| 2014 Q2 | 1,177,851 | $47,670,437 | +$4,378,577 | $40.48 | 40 |
| 2014 Q1 | 1,070,244 | $41,893,210 | +$7,933,536 | $39.14 | 41 |