Catatan efek · kuartal yang diarsipkan
AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
47Pemegang yang dilacak
-1Δ pemegang
8.33MSaham yang dipegang
$535.31MNilai yang dilaporkan
+3Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -2.1% ·
aliran saham -15.6% ·
posisi baru bersih -2.1%
— formula
Distribusi luas — penurunan saham dan lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 1.92M | +1.5% | $123.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 1.18M | +28.4% | $76.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 589.13K | +0.7% | $37.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 589.13K | +0.7% | $37.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 589.13K | +0.7% | $37.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 517.62K | -56.6% | $33.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 517.62K | -56.6% | $33.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 342.41K | -4.3% | $22.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 286.17K | +2.0% | $18.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 231.08K | -65.4% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 231.08K | -65.4% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 210.13K | -14.4% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 210.13K | -14.4% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 179.13K | -51.1% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 179.13K | -51.1% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 161.17K | +11.4% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 147.10K | -3.9% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 147.10K | -3.9% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 147.10K | -3.9% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Creative Planning | 126.35K | -1.6% | $8.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 93.35K | -53.2% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 78.10K | +2.2% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 69.19K | -52.9% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 65.11K | -40.7% | $4.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mariner, LLC | 61.44K | +193.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mariner, LLC | 61.44K | +193.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 58.84K | +6.3% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 58.84K | +6.3% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 58.48K | -27.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 57.74K | +104.5% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 52.15K | +4.4% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 52.15K | +4.4% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 52.15K | +4.4% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 33.32K | +4.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 32.22K | +773.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 32.22K | +773.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Lido Advisors, LLC | 29.36K | +6.0% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Captrust Financial Advisors | 28.96K | -10.4% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 25.60K | +58.8% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Jane Street Group, Llc | 23.61K | Baru | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 21.32K | -1.2% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 17.41K | -3.2% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 15.80K | -42.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 15.36K | +21.0% | $988,159 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Cerity Partners LLC | 12.24K | +3.7% | $787,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Cerity Partners LLC | 12.24K | +3.7% | $787,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Renaissance Technologies ✦ | 10.70K | -43.7% | $688,545 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 9.65K | +159.7% | $621,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Cwm, Llc | 9.44K | +8.1% | $607,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 8.34K | +7.6% | $536,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | CIBC Bancorp USA Inc. | 7.54K | — | $485,150 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | CIBC Bancorp USA Inc. | 7.54K | — | $485,150 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 5.19K | -59.7% | $334,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cibc World Market Inc. | 5.14K | Baru | $331,081 | 0.0% | New | 1 | SEC ↗ |
| 73 | Fifth Third Bancorp | 4.29K | Baru | $276,277 | 0.0% | New | 1 | SEC ↗ |
| 74 | TD Waterhouse Canada Inc. | 2.16K | 0.0% | $139,904 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 660 | 0.0% | $42,472 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 660 | 0.0% | $42,472 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Us Bancorp \De\ | 200 | 0.0% | $12,870 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Jane Street Group, Llc | $1.52M | 0.0% |
| Cibc World Market Inc. | $331,081 | 0.0% |
| Fifth Third Bancorp | $276,277 | 0.0% |
Telah keluar
| Barclays Plc | $27.28M | adalah 0.0% |
| Victory Capital Management Inc | $1.86M | adalah 0.0% |
| AQR Capital Management | $265,435 | adalah 0.0% |
| Bnp Paribas Financial Markets | $2,275 | 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 efek ini yang dilacak — berdasarkan 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API