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Public ownership evidence

iShares Core 60/40 Balanced Allocation ETF (AOR) Ownership Disclosures

Read AOR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2859,173$4,112,532None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-286,956$452,210None
Dakota Wealth Management2025-09-302026-08-2753,651$3,454,084None
Dakota Wealth Management2025-12-312026-08-2750,224$3,265,043None
Dakota Wealth Management2026-03-312026-08-2750,210$3,231,014None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-277,001$450,515None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-263,357$233,321None
Bullock Wealth Management Group2026-06-302026-08-201,696$117,414None
Kingsview Wealth Management, LLC2026-06-302026-08-208,919$619,869None
Archer Investment Corp2026-06-302026-08-20215$14,943None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,553$733,460None
Madrid Financial Services2025-12-312026-08-19300,275$19,520,888None
Madrid Financial Services2025-09-302026-08-19271,142$17,456,123None
Sankala Group LLC2026-06-302026-08-191$70None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,166$915,054None
Coastal Bridge Advisors, LLC2026-06-302026-08-189,029$627,497None
Almitas Capital LLC2026-06-302026-08-1869,946$4,861,247None
Corient Private Wealth LP2026-06-302026-08-1859,723$4,150,757None
Pure Financial Advisors, LLC2026-06-302026-08-1811,596$805,890None
Camarda Financial Advisors, LLC2026-06-302026-08-189,617$668,382None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1815,760$1,094,690None
Equitable Holdings, Inc.2026-06-302026-08-1828,251$1,963,435None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-186,750$469,000None
Vines Capital Management, LLC2026-06-302026-08-1535,755$2,484,973None
EFG International AG2026-06-302026-08-159,673$672,302None
Hopwood Nicholas Hunter2026-06-302026-08-15109,627$7,619,051None
Hopwood Nicholas Hunter2026-03-312026-08-15110,826$7,131,621None
Hopwood Nicholas Hunter2025-12-312026-08-15106,761$6,940,503None
AMERIFLEX GROUP, INC.2026-06-302026-08-157,392$513,747None
10Elms LLP2026-06-302026-08-15264$18,348None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1525,133$1,746,744None
JPL Wealth Management, LLC2026-06-302026-08-15179$12,441None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1517,733$1,229,074None
Mutual Advisors, LLC2026-06-302026-08-1528,175$1,958,194None
Milestone Investment Advisors LLC2026-06-302026-08-15555$38,573None
Orcam Financial Group2026-06-302026-08-1521,478$1,492,708None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,903$757,789None
Plotkin Financial Advisors, LLC2026-06-302026-08-153,097$215,241None
Bellwether Advisors, LLC2026-06-302026-08-156,115$424,993None
Foundations Investment Advisors, LLC2026-06-302026-08-1533,704$2,342,434None
Foundations Investment Advisors, LLC2026-06-302026-08-1512,318$856,096None
Foundations Investment Advisors, LLC2026-06-302026-08-1510,186$707,919None
Foundations Investment Advisors, LLC2026-06-302026-08-15333,054$23,147,274None
Qube Research & Technologies Ltd2026-06-302026-08-156,955$483,373None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1596,670$6,718,579None
IFG Advisory, LLC2026-06-302026-08-1538,843$2,699,609None
Per Stirling Capital Management, LLC.2026-06-302026-08-155,468$380,030None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,874$964,221None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,861$268,365None
OSAIC HOLDINGS, INC.2026-06-302026-08-15199,083$13,838,475None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗BOSTON RESEARCH & MANAGEMENT INC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗BOSTON RESEARCH & MANAGEMENT INC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.