증권 기록 · 과거 분기 (아카이브)
AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
47추적 보유자
-1Δ 보유자
8.33M보유 주식 수
$535.31M보고 가치
+3신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -2.1% ·
주식 흐름 -15.6% ·
순 신규 포지션 -2.1%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 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 | 신규 | $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 | 신규 | $331,081 | 0.0% | New | 1 | SEC ↗ |
| 73 | Fifth Third Bancorp | 4.29K | 신규 | $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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Jane Street Group, Llc | $1.52M | 0.0% |
| Cibc World Market Inc. | $331,081 | 0.0% |
| Fifth Third Bancorp | $276,277 | 0.0% |
청산됨
| Barclays Plc | $27.28M | 이었음 0.0% |
| Victory Capital Management Inc | $1.86M | 이었음 0.0% |
| AQR Capital Management | $265,435 | 이었음 0.0% |
| Bnp Paribas Financial Markets | $2,275 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 405 보유 기관, 17.85M 주식, $1.13B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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