# ISHARES TR CORE 60/40 BALAN

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.

## Summary

- Issuer: ISHARES TR
- Class: CORE 60/40 BALAN
- CUSIP: 464289867
- 13F holders: 463
- 13F value: $1.3B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 463 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $123.4M | 1,917,954 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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.](https://search.stillhousedata.com/firm/111135) | 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](https://search.stillhousedata.com/firm/146720) | San Francisco, CA | $35.8M | 515,345 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $33.3M | 517,620 |
| [JIM SAULNIER & ASSOCIATES, LLC](https://search.stillhousedata.com/firm/169889) | FORT COLLINS, CO | $31.5M | 453,418 |
| [Consilium Wealth Advisory, LLC](https://search.stillhousedata.com/firm/164993) | Richardson, TX | $27.1M | 421,908 |
| [Foundations Investment Advisors, LLC](https://search.stillhousedata.com/firm/175083) | PHOENIX, AZ | $22.8M | 353,886 |
| [Lebenthal Global Advisors, LLC](https://search.stillhousedata.com/firm/283303) | Hauppauge, NY | $22.5M | 324,439 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $22.0M | 342,411 |
| [Madrid Financial Services](https://search.stillhousedata.com/firm/172464) | MANHATTAN BEACH, CA | $21.3M | 305,776 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464289867.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.