ISHARES TR CORE 60/40 BALAN is a security (CUSIP 464289867) tracked across SEC portfolio filings. 463 institutional managers reported $1.3B on Form 13F as of 2026-06-30.
Showing 15 of 463 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $123.4M | 1,917,954 |
| LPL Financial LLC | FORT MILL, SC | $76.2M | 1,184,251 |
| Worth Asset Management, LLC | DALLAS, TX | $51.6M | 742,669 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $41.0M | 650,195 |
| Mesirow Financial Investment Management, Inc. | CHICAGO, IL | $39.3M | 565,749 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $37.9M | 589,134 |
| MORGAN STANLEY | NEW YORK, NY | $36.9M | 573,459 |
| ASPIRIANT, LLC | San Francisco, CA | $35.8M | 515,345 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $33.3M | 517,620 |
| JIM SAULNIER & ASSOCIATES, LLC | FORT COLLINS, CO | $31.5M | 453,418 |
| Consilium Wealth Advisory, LLC | Richardson, TX | $27.1M | 421,908 |
| Foundations Investment Advisors, LLC | PHOENIX, AZ | $22.8M | 353,886 |
| Lebenthal Global Advisors, LLC | Hauppauge, NY | $22.5M | 324,439 |
| Focus Partners Wealth | ST LOUIS, MO | $22.0M | 342,411 |
| Madrid Financial Services | MANHATTAN BEACH, CA | $21.3M | 305,776 |