Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
2,148,673
-
Share change
-
-17,256
-
Total reported value
-
$139,768,957
-
Price per share
-
$65.01
-
Number of holders
-
88
-
Value change
-
-$1,104,541
-
Number of buys
-
49
-
Number of sells
-
31
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,148,673 shares.
The largest 10 holders included
Worth Asset Management, LLC, ASPIRIANT, LLC, UNIQUE WEALTH, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Stratos Wealth Partners, LTD., Brookstone Capital Management, Dakota Wealth Management, MARINO, STRAM & ASSOCIATES LLC, First Heartland Consultants, Inc., and Harbor Group, Inc..
This page lists
88
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.