AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +3.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 48 | +2 | 8.47M | $588.81M | +3 | −1 |
| Q1 2026 | 47 | -1 | 8.33M | $535.31M | +3 | −4 |
| Q4 2025 | 47 | 0 | 9.87M | $641.68M | +1 | −1 |
| Q3 2025 | 7 | -1 | 3.50M | $225.20M | — | −1 |
| Q2 2025 | 5 | +1 | 1.90M | $116.75M | +1 | — |
| Q1 2025 | 2 | +1 | 44.53K | $2.56M | +1 | — |
| Q4 2024 | 1 | 0 | 47.10K | $2.70M | — | — |
| Q3 2024 | 1 | -1 | 26.50K | $1.57M | — | −1 |
| Q2 2024 | 2 | — | 40.60K | $2.29M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.79M | — | $110.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 52.00K | +47.8% | $3.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 39.52K | New | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 4 | Millennium Management ✦ | 8.16K | -12.6% | $502,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 5.29K | — | $325,395 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.43M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 405 holders, 17.85M shares, $1.13B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.