Who Owns iShares Core 60/40 Balanced Allocation ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core 60/40 Balanced Allocation ETF.
Who crossed 5% of AOR →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Worth Asset Management, LLCETF188.1K shtrimmed | $12.9M |
| Weaver Consulting GroupCORE 60 BALA ETF83.2K shtrimmed | $5.7M |
| First Heartland Consultants, Inc.GRWT ALLOCAT ETF35K shtrimmed | $2.4M |
| RTD Financial Advisors, Inc.CORE 60 BALA ETF24.4K shtrimmed | $1.7M |
| Farther Finance Advisors, LLCETF18.6K shadded | $1.3M |
| BOYUM WEALTH ARCHITECTS LLCCORE 60 BALA ETF17.4K shtrimmed | $1.2M |
| Adirondack Capital Advisors, LLCCORE 60 BALA ETF13K shheld | $890.8K |
| CoreCap Advisors, LLCETF6.7K shadded | $457K |
| MTCO Ltd.CORE 60/40 BALAN6.5K shheld | $443.3K |
| Boston Standard Wealth Management, LLCCORE 60 BALA ETF5.7K shtrimmed | $390.9K |
| Retireful, LLCCORE 60 BALA ETF5.1K shtrimmed | $351.1K |
| Box Hill Private Wealth LLCCORE 60 BALA ETF5.1K shtrimmed | $348.6K |
| Valeo Financial Advisors, LLCETF4.4K shadded | $303.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF3.4K shheld | $235.3K |
| PFW Advisors LLCCORE 60 BALA ETF2.9K sh— | $201.5K |
| GILPIN WEALTH MANAGEMENT, LLCCORE 60 BALA ETF2.9K shadded | $196.6K |
| ELEVATION WEALTH PARTNERS, LLCCORE 60 BALA ETF1.8K shadded | $120.7K |
| Bullock Wealth Management GroupETF1.6K sh— | $112.8K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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