Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
15,630,995
-
Share change
-
+458,905
-
Total reported value
-
$1,006,058,415
-
Price per share
-
$64.38
-
Number of holders
-
383
-
Value change
-
+$30,296,152
-
Number of buys
-
201
-
Number of sells
-
150
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
383 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,630,995 shares.
The largest 10 holders included
BlackRock, Inc., Worth Asset Management, LLC, JPMORGAN CHASE & CO, LPL Financial LLC, Mesirow Financial Investment Management, Inc., BANK OF AMERICA CORP /DE/, ASPIRIANT, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, and Consilium Wealth Advisory, LLC.
This page lists
383
institutional shareholders reporting positions in this security
for the Q3 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.