We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$48.3M +$2.13M +47,770 +5%
Bank of America
2
Bank of America
North Carolina
$46.8M +$2.96M +66,384 +7%
LPL Financial
3
LPL Financial
California
$19.9M +$22.9K +513 +0.1%
UBS Group
4
UBS Group
Switzerland
$15.9M -$269K -6,022 -2%
Morgan Stanley
5
Morgan Stanley
New York
$14M +$292K +6,546 +2%
Wells Fargo
6
Wells Fargo
California
$13.1M +$116K +2,598 +0.9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.8M +$2.23K +50 +0%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.46M +$187K +4,189 +3%
MSA
9
Marino Stram & Associates
Massachusetts
$6.42M -$99.6K -2,232 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.37M +$56.2K +1,259 +0.9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.32M -$23.2K -521 -0.4%
MFS
12
Madrona Financial Services
Washington
$5.01M -$309K -6,923 -6%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.91M – – –
PAMG
14
Patton Albertson Miller Group
Tennessee
$3.75M -$22.5K -504 -0.6%
AIP
15
Ahrens Investment Partners
Louisiana
$3.71M +$1.99M +44,577 +114%
FHC
16
First Heartland Consultants
Missouri
$3.66M +$329K +7,365 +10%
Ameriprise
17
Ameriprise
Minnesota
$3.56M -$492K -11,036 -12%
LIA
18
LBMC Investment Advisors
Tennessee
$3.34M +$31.7K +711 +1%
NG
19
Northstar Group
New York
$3.23M +$21.7K +486 +0.7%
BCM
20
Brookstone Capital Management
Illinois
$3.21M -$195K -4,365 -6%
ACP
21
Aveo Capital Partners
Colorado
$3.16M +$72.8K +1,631 +2%
Jane Street
22
Jane Street
New York
$2.92M +$1.93M +43,195 +190%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.63M +$21.7K +486 +0.8%
WA
24
Waverly Advisors
Alabama
$2.6M +$33.5K +751 +1%
Lido Advisors
25
Lido Advisors
California
$2.47M -$1.28M -28,795 -34%
1
2 3 4 5