Catatan efek · kuartal yang diarsipkan
AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
47Pemegang yang dilacak
0Δ pemegang
9.87MSaham yang dipegang
$641.68MNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -3.9% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +2 | 8.42M | $585.31M | +3 | −2 |
| 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 | n/a | −1 |
| Q2 2025 | 5 | +1 | 1.90M | $116.75M | +1 | n/a |
| Q1 2025 | 2 | +1 | 44.53K | $2.56M | +1 | n/a |
| Q4 2024 | 1 | 0 | 47.10K | $2.70M | n/a | n/a |
| Q3 2024 | 1 | -1 | 26.50K | $1.57M | n/a | −1 |
| Q2 2024 | 2 | n/a | 40.60K | $2.29M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 1.89M | +3.9% | $122.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.19M | n/a | $77.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 922.40K | n/a | $59.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 667.70K | n/a | $43.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 594.04K | -51.2% | $38.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 585.05K | n/a | $38.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Morgan Stanley ✦ | 571.94K | +33.7% | $37.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Barclays Plc | 419.70K | n/a | $27.28M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 366.04K | n/a | $23.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Focus Partners Wealth | 357.64K | n/a | $23.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Assetmark, Inc | 280.64K | n/a | $18.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 274.50K | n/a | $17.84M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | UBS Group AG | 245.58K | n/a | $15.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 199.30K | n/a | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 153.05K | n/a | $9.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Corient Private Wealth LP | 146.77K | n/a | $9.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 144.73K | n/a | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 128.34K | n/a | $8.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Truist Financial Corp | 109.73K | n/a | $7.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 80.09K | n/a | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 76.38K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 55.36K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Bank of New York Mellon Corp | 49.96K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Captrust Financial Advisors | 32.34K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 32.05K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Victory Capital Management Inc | 28.58K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 28.23K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 27.71K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 27.33K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 21.57K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 20.97K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 19.82K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Renaissance Technologies ✦ | 19.00K | -12.0% | $1.24M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 17.98K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 16.13K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 12.89K | n/a | $838,133 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 12.69K | +119.2% | $825,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 11.79K | n/a | $766,808 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 8.74K | n/a | $568,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 7.75K | n/a | $504,100 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 4.08K | Baru | $265,435 | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Qube Research & Technologies Ltd | 3.72K | n/a | $241,707 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 3.69K | 0.0% | $239,822 | 0.0% | Held | 2 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 2.16K | n/a | $140,595 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 660 | n/a | $42,906 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Us Bancorp \De\ | 200 | n/a | $13,002 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 35 | n/a | $2,275 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| AQR Capital Management | $265,435 | 0.0% |
Telah keluar
| Citadel Advisors | $265,825 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 405 pemegang, 17.85M saham, $1.13B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API