Public ownership evidence

iShares Core 60/40 Balanced Allocation ETF (AOR) Ownership Disclosures

Read AOR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Core 60/40 Balanced Allocation ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
59,173
Value (USD)
$4,112,532
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AOR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AOR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-2859,173$4,112,532None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-286,956$452,210None
Dakota Wealth Management2025-09-302026-08-2753,651$3,454,084None
Dakota Wealth Management2025-12-312026-08-2750,224$3,265,043None
Dakota Wealth Management2026-03-312026-08-2750,210$3,231,014None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-277,001$450,515None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-263,357$233,321None
Bullock Wealth Management Group2026-06-302026-08-201,696$117,414None
Kingsview Wealth Management, LLC2026-06-302026-08-208,919$619,869None
Archer Investment Corp2026-06-302026-08-20215$14,943None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,553$733,460None
Madrid Financial Services2025-12-312026-08-19300,275$19,520,888None
Madrid Financial Services2025-09-302026-08-19271,142$17,456,123None
Sankala Group LLC2026-06-302026-08-191$70None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,166$915,054None
Coastal Bridge Advisors, LLC2026-06-302026-08-189,029$627,497None
Almitas Capital LLC2026-06-302026-08-1869,946$4,861,247None
Corient Private Wealth LP2026-06-302026-08-1859,723$4,150,757None
Pure Financial Advisors, LLC2026-06-302026-08-1811,596$805,890None
Camarda Financial Advisors, LLC2026-06-302026-08-189,617$668,382None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1815,760$1,094,690None
Equitable Holdings, Inc.2026-06-302026-08-1828,251$1,963,435None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-186,750$469,000None
Vines Capital Management, LLC2026-06-302026-08-1535,755$2,484,973None
EFG International AG2026-06-302026-08-159,673$672,302None
Hopwood Nicholas Hunter2026-06-302026-08-15109,627$7,619,051None
Hopwood Nicholas Hunter2026-03-312026-08-15110,826$7,131,621None
Hopwood Nicholas Hunter2025-12-312026-08-15106,761$6,940,503None
AMERIFLEX GROUP, INC.2026-06-302026-08-157,392$513,747None
10Elms LLP2026-06-302026-08-15264$18,348None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1525,133$1,746,744None
JPL Wealth Management, LLC2026-06-302026-08-15179$12,441None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1517,733$1,229,074None
Mutual Advisors, LLC2026-06-302026-08-1528,175$1,958,194None
Milestone Investment Advisors LLC2026-06-302026-08-15555$38,573None
Orcam Financial Group2026-06-302026-08-1521,478$1,492,708None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,903$757,789None
Plotkin Financial Advisors, LLC2026-06-302026-08-153,097$215,241None
Bellwether Advisors, LLC2026-06-302026-08-156,115$424,993None
Foundations Investment Advisors, LLC2026-06-302026-08-1533,704$2,342,434None
Foundations Investment Advisors, LLC2026-06-302026-08-1512,318$856,096None
Foundations Investment Advisors, LLC2026-06-302026-08-1510,186$707,919None
Foundations Investment Advisors, LLC2026-06-302026-08-15333,054$23,147,274None
Qube Research & Technologies Ltd2026-06-302026-08-156,955$483,373None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1596,670$6,718,579None
IFG Advisory, LLC2026-06-302026-08-1538,843$2,699,609None
Per Stirling Capital Management, LLC.2026-06-302026-08-155,468$380,030None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,874$964,221None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,861$268,365None
OSAIC HOLDINGS, INC.2026-06-302026-08-15199,083$13,838,475None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗BOSTON RESEARCH & MANAGEMENT INC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗BOSTON RESEARCH & MANAGEMENT INC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.