iShares Core 60/40 Balanced Allocation ETF (AOR)

ETF ยท NYSE Arca

iShares Core 60/40 Balanced Allocation ETF (AOR) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 4, 2008.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
November 4, 2008

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 452 institutions reported holding AOR, with 19.6 million shares worth $1.4 billion in aggregate. The largest reported holder was BlackRock, with 2.0 million shares worth $136.1 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
BlackRock1,957,720$136MAdded 2.07%
Lpl Financial1,065,599$74MReduced 10.02%
Worth Asset Management742,669$52MAdded 7.64%
JPMorgan Chase668,197$46MAdded 2.77%
Bank of America586,162$41MReduced 0.5%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is AOR?

iShares Core 60/40 Balanced Allocation ETF (AOR) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 4, 2008.

Who are the largest institutional holders of AOR?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AOR were BlackRock, Lpl Financial and Worth Asset Management.

How many institutions own AOR?

452 institutions reported a position in AOR for the quarter ended June 30, 2026, worth $1.4 billion in total.

Did institutions buy or sell AOR last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for AOR.

Every reported institutional holder, plus insider and congressional trades in AOR, on SentiSense.