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iShares Core 60/40 Balanced Allocation ETF
AOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Strategic Wealth Partners Group
1
Strategic Wealth Partners Group
Illinois
USD 65.1 M +USD 67.9 M +1,713,425 Nuevas
Bank of America
2
Bank of America
North Carolina
USD 44.7 M +USD 4.17 M +105,275 +10%
BlackRock Institutional Trust
3
BlackRock Institutional Trust
California
USD 26.4 M +USD 2.67 M +67,374 +11%
UBS Group
4
UBS Group
Switzerland
USD 14.6 M +USD 280 k +7,072 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 11.5 M +USD 459 k +11,591 +4%
Wells Fargo
6
Wells Fargo
California
USD 10.4 M +USD 9.9 M +248,854 +2,479%
Morgan Stanley
7
Morgan Stanley
New York
USD 8.57 M +USD 4.45 M +112,307 +110%
LPL Financial
8
LPL Financial
California
USD 6.54 M -USD 8 M -202,008 -55%
Snowden Capital Advisors
9
Snowden Capital Advisors
New York
USD 5.71 M +USD 1.48 M +37,294 +35%
Jane Street
10
Jane Street
New York
USD 3.85 M -USD 8.48 M -214,068 -69%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 3.39 M +USD 1.01 M +25,380 +43%
Patton Albertson Miller Group
12
Patton Albertson Miller Group
Tennessee
USD 3.06 M +USD 3.03 M +76,450 Nuevas
Virtu KCG Holdings
13
Virtu KCG Holdings
New York
USD 3.01 M +USD 1.7 M +42,970 +133%
Madrona Financial Services
14
Madrona Financial Services
Washington
USD 3.01 M +USD 80.7 k +2,037 +3%
LBMC Investment Advisors
15
LBMC Investment Advisors
Tennessee
USD 2.63 M +USD 57.1 k +1,442 +2%
RFG Advisory
16
RFG Advisory
Alabama
USD 2.62 M +USD 145 k +3,662 +6%
Regal Investment Advisors
17
Regal Investment Advisors
Michigan
USD 2.54 M +USD 169 k +4,264 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 2.11 M +USD 68 k +1,718 +3%
First Heartland Consultants
19
First Heartland Consultants
Missouri
USD 1.93 M +USD 1.91 M +48,281 Nuevas
Cetera Advisor Networks
20
Cetera Advisor Networks
California
USD 1.83 M -USD 88.3 k -2,229 -5%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 1.73 M +USD 104 k +2,617 +6%
Jackson Wealth Management
22
Jackson Wealth Management
Florida
USD 1.71 M +USD 66.1 k +1,668 +4%
Stonehearth Capital Management
23
Stonehearth Capital Management
Massachusetts
USD 1.6 M +USD 73.7 k +1,860 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 1.55 M -USD 297 k -7,505 -16%
VFS
25
VSR Financial Services
Kansas
USD 1.48 M -USD 578 k -14,606 -28%
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