证券记录 · 已归档季度
AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
47被追踪持有人
-1Δ持有人
8.33M持有股份
$535.31M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -2.1% ·
股份流向 -15.6% ·
净新建仓位 -2.1%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 79.47K | $5.45M | n/a | −1 |
| 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 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 ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 589.13K | +0.7% | $37.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Wells Fargo & Company/Mn | 517.62K | -56.6% | $33.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Focus Partners Wealth | 342.41K | -4.3% | $22.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 286.17K | +2.0% | $18.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Raymond James Financial Inc | 231.08K | -65.4% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 210.13K | -14.4% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 179.13K | -51.1% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 161.17K | +11.4% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 147.10K | -3.9% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Creative Planning | 126.35K | -1.6% | $8.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 93.35K | -53.2% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 78.10K | +2.2% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Corient Private Wealth LP | 69.19K | -52.9% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 65.11K | -40.7% | $4.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mariner, LLC | 61.44K | +193.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Ameriprise Financial Inc | 58.84K | +6.3% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 58.48K | -27.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 57.74K | +104.5% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 52.15K | +4.4% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | National Bank Of Canada /Fi/ | 33.32K | +4.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 32.22K | +773.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Lido Advisors, LLC | 29.36K | +6.0% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 28.96K | -10.4% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 25.60K | +58.8% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Jane Street Group, Llc | 23.61K | 新增 | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 21.32K | -1.2% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 17.41K | -3.2% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 15.80K | -42.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 15.36K | +21.0% | $988,159 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Cerity Partners LLC | 12.24K | +3.7% | $787,391 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Renaissance Technologies ✦ | 10.70K | -43.7% | $688,545 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 9.65K | +159.7% | $621,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cwm, Llc | 9.44K | +8.1% | $607,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 8.34K | +7.6% | $536,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 7.54K | n/a | $485,150 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Mml Investors Services, Llc | 5.19K | -59.7% | $334,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Cibc World Market Inc. | 5.14K | 新增 | $331,081 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 4.29K | 新增 | $276,277 | 0.0% | New | 1 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 2.16K | 0.0% | $139,904 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 660 | 0.0% | $42,472 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 47 | Us Bancorp \De\ | 200 | 0.0% | $12,870 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Jane Street Group, Llc | $1.52M | 0.0% |
| Cibc World Market Inc. | $331,081 | 0.0% |
| Fifth Third Bancorp | $276,277 | 0.0% |
已清仓
| Barclays Plc | $27.28M | 曾为 0.0% |
| Victory Capital Management Inc | $1.86M | 曾为 0.0% |
| AQR Capital Management | $265,435 | 曾为 0.0% |
| Bnp Paribas Financial Markets | $2,275 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 405 持有人, 17.85M 股份, $1.13B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据