Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
379
-
Total 13F shares, excl. options
-
15,580,423
-
Shares change
-
+458,686
-
Total reported value, excl. options
-
$1,002,802,603
-
Value change
-
+$30,282,053
-
Number of buys
-
199
-
Number of sells
-
-148
-
Price
-
$64.38
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2025
399 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q3 2025.
ISHARES TR - CORE 60/40 BALAN (AOR) has 379 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,580,423 shares
.
Largest 10 shareholders include BlackRock, Inc. (1,818,233 shares), Worth Asset Management, LLC (637,764 shares), JPMORGAN CHASE & CO (608,450 shares), LPL Financial LLC (602,137 shares), Mesirow Financial Investment Management, Inc. (573,177 shares), BANK OF AMERICA CORP /DE/ (498,134 shares), ASPIRIANT, LLC (465,643 shares), MORGAN STANLEY (427,679 shares), WELLS FARGO & COMPANY/MN (423,120 shares), and Consilium Wealth Advisory, LLC (311,258 shares).
This table shows the top 379 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.