Who Owns AOR?
iShares Core 60/40 Balanced Allocation ETF — Institutional Ownership & 13F Holdings
$67.53
-0.04 (-0.05%)
Market Cap
$3.4B
Shares Outstanding
48,176,729
Institutional Holders
341
Total Inst. Value
$726.6M
% of Float Held
—
QoQ Holder Change
+145
Institutional data as of Q1 2025
New Positions
82
Closed Positions
38
Increased
98
Decreased
110
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $99.7M | 1,732,108 |
| 2 | JPMORGAN CHASE & CO | $39.1M | 678,554 |
| 3 | BANK OF AMERICA CORP /DE/ | $34.9M | 606,440 |
| 4 | Mesirow Financial Investment Management, Inc. | $34.7M | 603,069 |
| 5 | MORGAN STANLEY | $30.8M | 534,816 |
| 6 | ASPIRIANT, LLC | $26.7M | 463,928 |
| 7 | WELLS FARGO & COMPANY/MN | $22.1M | 383,854 |
| 8 | Lebenthal Global Advisors, LLC | $19.8M | 343,131 |
| 9 | UBS Group AG | $18.2M | 316,049 |
| 10 | Consilium Wealth Advisory, LLC | $17.0M | 294,703 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +30K | $99.7M |
| ASPIRIANT, LLC | +37K | $26.7M |
| Lebenthal Global Advisors, LLC | +7K | $19.8M |
| UBS Group AG | +84K | $18.2M |
| Centerline Wealth Advisors, LLCNew | +253K | $14.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -1.6M | $22.1M |
| RAYMOND JAMES FINANCIAL INC | -929K | $8.3M |
| Richard Bernstein Advisors LLC | -546K | $6.2M |
| MORGAN STANLEY | -313K | $30.8M |
| STIFEL FINANCIAL CORP | -299K | $628K |
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Frequently Asked Questions
How many institutional investors hold AOR?
As of Q1 2025, 341 institutional investors report holding AOR (iShares Core 60/40 Balanced Allocation ETF) in their 13F filings.
Which hedge fund owns the most AOR?
The largest institutional holder of AOR is BlackRock, Inc. with $99.7M in shares.
Are institutions buying or selling AOR?
This quarter, 82 institutions opened new positions in AOR and 38 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.