Catatan efek
AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
48Pemegang yang dilacak
+2Δ pemegang
8.47MSaham yang dipegang
$588.81MNilai yang dilaporkan
+3Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.3% ·
aliran saham +1.8% ·
posisi baru bersih +4.2%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 1.96M | +2.1% | $136.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | LPL Financial LLC | 1.07M | -10.0% | $74.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 668.20K | +2.8% | $46.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 586.16K | -0.5% | $40.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 562.91K | +8.8% | $39.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 524.92K | -8.5% | $36.48M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 7 | Focus Partners Wealth | 336.61K | -1.7% | $23.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 300.06K | +8.1% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Assetmark, Inc | 289.95K | +1.3% | $20.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 241.72K | +4.6% | $16.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 216.82K | +47.4% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | UBS Group AG | 187.50K | -10.8% | $13.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 183.99K | +2.7% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 178.22K | +10.6% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Creative Planning | 145.15K | +14.9% | $10.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 105.64K | +13.2% | $7.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 88.38K | +13.2% | $6.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mariner, LLC | 77.04K | +25.4% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 72.39K | +23.8% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 63.75K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Truist Financial Corp | 61.20K | -6.0% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 59.72K | -13.7% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 55.17K | +65.6% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 52.60K | +0.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | HighTower Advisors, LLC | 50.34K | -12.8% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 42.67K | +170.1% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 30.95K | +6.9% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 29.91K | +20.5% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 29 | Jones Financial Companies Lllp | 30.05K | +17.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 29.10K | -0.9% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 28.77K | +35.0% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Cerity Partners LLC | 23.81K | +94.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Northwestern Mutual Wealth… | 23.20K | +33.2% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 19.85K | +29.2% | $1.38M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 17.88K | +244.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 13.30K | +24.3% | $924,350 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 10.55K | +26.5% | $733,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 7.51K | -0.4% | $521,734 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Qube Research & Technologies Ltd | 6.96K | -28.0% | $483,373 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 6.13K | Baru | $426,105 | 0.0% | New | 1 | SEC ↗ |
| 41 | Cibc World Market Inc. | 5.14K | 0.0% | $357,578 | 0.0% | Held | 2 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 4.46K | +106.2% | $308,974 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 4.06K | Baru | $282,302 | 0.0% | New | 1 | SEC ↗ ×2 |
| 44 | Goldman Sachs Group ✦ | 3.29K | -89.8% | $228,377 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 3.20K | -25.4% | $222,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.07K | +62.0% | $74,296 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Us Bancorp \De\ | 200 | 0.0% | $13,900 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 30 | Baru | $2,085 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Northern Trust Corp | $426,105 | 0.0% |
| AQR Capital Management | $282,302 | 0.0% |
| Russell Investments Group… | $2,085 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $1.52M | 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API