AOR

Ishares Core 60/40 Balanced

-$68.2M

Net Activity

Institutions Holding

406

Popularity Rank

#1424

Avg Weight

0.32%

Total Value

$1.2B

Ownership Trend

406 institutions currently hold AOR, with 203 net buyers and 171 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

171

Net Buying Institutions

203

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$123.4M
LF
LPL Financial LLC
$76.2M
WA
Worth Asset Management, LLC
$44.4M
JC
Jpmorgan Chase & Co
$41.0M
BO
Bank Of America CORP /de/
$37.9M

Top 5 by Conviction

WA
Worth Asset Management, LLC
16.55%
JS
Jim Saulnier & Associates, LLC
12.91%
MF
Madrid Financial Services
10.34%
CW
Consilium Wealth Advisory, LLC
9.26%
PA
Phil A. Younker & Associates, Ltd.
7.57%
View all 406 holding institutions

Quarterly Activity

Recent Activity

+$880.3M

Total Buy Value

$529.7M

Total Sell Value

New buy37
Trim122
Add166
Sold out49

203

Net Buyers

171

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES CORE 60/40 BALANCED (AOR)?
Major stakeholders currently include BlackRock, Inc. ($123.4M), LPL Financial LLC ($76.2M), Worth Asset Management, LLC ($44.4M). Based on the latest 13F filings, there are a total of 406 tracked investment funds and institutions maintaining positions in AOR.
What is the overall institutional sentiment toward AOR recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $68.2M, driven by 203 managers accumulating shares while 171 reduced their exposure.
Which institutions have been selling or reducing their AOR positions?
In the latest period, 122 funds trimmed their holdings, and 49 managers completely exited their positions. The aggregate reported sell value was $529.7M.
Are there any notable investors adding AOR to their portfolios?
Yes, buying activity remains notable. 37 institutions opened new positions in {ticker}, and 166 existing holders added to their shares. The total reported buy value for the quarter amounted to $880.3M.

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