ISHARES TR - CORE 60/40 BALAN (AOR)

Historical Holders from Q1 2014 to Q3 2025

Symbol
AOR
Type / Class
Equity / CORE 60/40 BALAN
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
15,580,423
Holdings value
$1,002,802,603
% of all portfolios
0.01%
Number of holders
379
Number of buys
199
Number of sells
-148
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 15,580,423 $1,002,802,603 +$30,282,053 $64.38 379
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 $48 262
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 $56 254
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 $52.2 230
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 $44.7 166
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