Menkul kıymet kaydı · arşivlenmiş çeyrek
AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
47Takip edilen yatırımcılar
-1Δ sahipler
8.33MTutulan hisseler
$535.31MRaporlanan değer
+3Yeni pozisyonlar
−4Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.1% ·
pay akışı -15.6% ·
net yeni pozisyonlar -2.1%
— formül
Geniş dağılım — azalan paylar ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $331,081 | 0.0% | New | 1 | SEC ↗ |
| 73 | Fifth Third Bancorp | 4.29K | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Jane Street Group, Llc | $1.52M | 0.0% |
| Cibc World Market Inc. | $331,081 | 0.0% |
| Fifth Third Bancorp | $276,277 | 0.0% |
Çıkıldı
| Barclays Plc | $27.28M | idi 0.0% |
| Victory Capital Management Inc | $1.86M | idi 0.0% |
| AQR Capital Management | $265,435 | idi 0.0% |
| Bnp Paribas Financial Markets | $2,275 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 405 sahipler, 17.85M hisseler, $1.13B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin