AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +4.3% ·
pay akışı +1.8% ·
net yeni pozisyonlar +4.2%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | JPMorgan Chase ✦ | 668.20K | +2.8% | $46.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 668.20K | +2.8% | $46.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 668.20K | +2.8% | $46.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 668.20K | +2.8% | $46.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 586.16K | -0.5% | $40.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 586.16K | -0.5% | $40.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 586.16K | -0.5% | $40.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 562.91K | +8.8% | $39.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 562.91K | +8.8% | $39.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 524.92K | -8.5% | $36.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 524.92K | -8.5% | $36.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 524.92K | -8.5% | $36.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 524.92K | -8.5% | $36.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Focus Partners Wealth | 336.61K | -1.7% | $23.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 300.06K | +8.1% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 300.06K | +8.1% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 300.06K | +8.1% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 300.06K | +8.1% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 300.06K | +8.1% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 289.95K | +1.3% | $20.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 241.72K | +4.6% | $16.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 241.72K | +4.6% | $16.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 216.82K | +47.4% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 216.82K | +47.4% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 216.82K | +47.4% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS Group AG | 187.50K | -10.8% | $13.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 187.50K | -10.8% | $13.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 187.50K | -10.8% | $13.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 183.99K | +2.7% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 178.22K | +10.6% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 145.15K | +14.9% | $10.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 105.64K | +13.2% | $7.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 88.38K | +13.2% | $6.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mariner, LLC | 77.04K | +25.4% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 72.39K | +23.8% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 63.75K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 63.75K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 63.75K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Truist Financial Corp | 61.20K | -6.0% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Corient Private Wealth LP | 59.72K | -13.7% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 55.17K | +65.6% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 52.60K | +0.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 52.60K | +0.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 52.60K | +0.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 50.34K | -12.8% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 42.67K | +170.1% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 42.67K | +170.1% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Captrust Financial Advisors | 30.95K | +6.9% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 29.91K | +20.5% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 29.91K | +20.5% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 29.91K | +20.5% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 29.91K | +20.5% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Jones Financial Companies Lllp | 30.05K | +17.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Lido Advisors, LLC | 29.10K | -0.9% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 28.77K | +35.0% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 28.77K | +35.0% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Cerity Partners LLC | 23.81K | +94.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Cerity Partners LLC | 23.81K | +94.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Northwestern Mutual Wealth… | 23.20K | +33.2% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 19.85K | +29.2% | $1.38M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 17.88K | +244.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Renaissance Technologies ✦ | 13.30K | +24.3% | $924,350 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 10.55K | +26.5% | $733,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 7.51K | -0.4% | $521,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | CIBC Bancorp USA Inc. | 7.51K | -0.4% | $521,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 6.96K | -28.0% | $483,373 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Northern Trust Corp | 6.13K | Yeni | $426,105 | 0.0% | New | 1 | SEC ↗ |
| 71 | Cibc World Market Inc. | 5.14K | 0.0% | $357,578 | 0.0% | Held | 2 | SEC ↗ |
| 72 | TD Waterhouse Canada Inc. | 4.46K | +106.2% | $308,974 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 4.06K | Yeni | $282,302 | 0.0% | New | 1 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 4.06K | Yeni | $282,302 | 0.0% | New | 1 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 3.29K | -89.8% | $228,377 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Fifth Third Bancorp | 3.20K | -25.4% | $222,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 1.07K | +62.0% | $74,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 1.07K | +62.0% | $74,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 1.07K | +62.0% | $74,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Us Bancorp \De\ | 200 | 0.0% | $13,900 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 30 | Yeni | $2,085 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Northern Trust Corp | $426,105 | 0.0% |
| AQR Capital Management | $282,302 | 0.0% |
| AQR Capital Management | $282,302 | 0.0% |
| Russell Investments Group… | $2,085 | 0.0% |
Çıkıldı
| Jane Street Group, Llc | $1.52M | 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.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.