We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
Placemark Investments
Illinois
$10.5M +$169K +4,278 +2%
LPL Financial
2
LPL Financial
California
$5.33M +$592K +14,962 +13%
BIT
3
BlackRock Institutional Trust
California
$4.58M +$1.4M +35,303 +45%
Morgan Stanley
4
Morgan Stanley
New York
$3.88M +$785K +19,866 +26%
Bank of America
5
Bank of America
North Carolina
$2.75M +$670K +16,947 +33%
CAN
6
Cetera Advisor Networks
California
$2.35M +$219K +5,540 +11%
VFS
7
VSR Financial Services
Kansas
$1.97M +$375K +9,491 +24%
U
8
UBS
Switzerland
$1.47M +$86.7K +2,192 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.39M +$140K +3,544 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.24M -$52.3K -1,324 -4%
Citigroup
11
Citigroup
New York
$1.17M +$1.14M +28,775 New
EA
12
Efficient Advisors
Ohio
$1.15M -$96.1K -2,431 -8%
NC
13
NewSquare Capital
Pennsylvania
$1.08M -$175K -4,425 -14%
LIA
14
LBMC Investment Advisors
Tennessee
$1.06M -$627K -15,851 -38%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$981K +$38.4K +970 +4%
BRM
16
Boston Research & Management
Massachusetts
$949K +$32K +810 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$701K -$57.6K -1,458 -8%
WA
18
Waverly Advisors
Alabama
$641K +$263K +6,650 +72%
OC
19
Oakworth Capital
Alabama
$534K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$497K +$486K +12,284 New
Ameriprise
21
Ameriprise
Minnesota
$431K -$614K -15,539 -59%
SI
22
SII Investments
Wisconsin
$416K +$406K +10,269 New
NPC
23
National Planning Corporation
California
$363K
VKH
24
Virtu KCG Holdings
New York
$315K -$70.2K -1,776 -19%
AAS
25
Annex Advisory Services
Wisconsin
$315K +$77.2K +1,952 +34%