As of the latest SEC filings, ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR) is held by 4 institutional funds. The largest fund shareholder is Aspiriant Defensive Allocation Fund (RMDFX), holding an estimated $19,260,598.50 in market value, representing 1.82% of its portfolio.
Funds holding ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AOR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RMDFX
Aspiriant Defensive Allocation Fund
|
MF | Independent / Boutique | 1.82% | $19,260,598.50 | 299,310 | Mar 31, 2026 | May 27, 2026 |
|
GPTCX
GuidePath Conservative Allocation Fund
|
MF | Independent / Boutique | 3.12% | $18,391,036.95 | 285,797 | Mar 31, 2026 | May 29, 2026 |
|
XFLX
FundX Flexible ETF
|
ETF | Independent / Boutique | 8.20% | $4,058,104.05 | 63,063 | Mar 31, 2026 | May 29, 2026 |
|
XRLX
FundX Conservative ETF
|
ETF | Independent / Boutique | 6.47% | $3,125,543.85 | 48,571 | Mar 31, 2026 | May 29, 2026 |
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