AOR — iShares Core 60/40 Balanced Allocation ETF

US equity
69.85 +0.32% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 62.26 · high 70.40

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day+0.32%
1 week-0.63%
1 month+2.66%
3 months+1.70%
6 months+3.76%
Year to date+6.98%
1 year+11.83%
3 years+38.87%
5 years+23.00%

Technicals

RSI 1461.1
vs 50-day avg+1.00%
vs 200-day avg+4.24%
Volatility 1y9.3%
Max drawdown 1y-6.64%
Avg volume 30d295.1K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)2.53%
Paid last 12m1.7684
Payments in 12m4
Paying since2016-04-04

Largest institutional holders

managervalueshares
BlackRock, Inc.123.4M1.9M
LPL Financial LLC76.2M1.2M
Worth Asset Management, LLC44.4M690.0K
JPMORGAN CHASE & CO41.0M650.2K
BANK OF AMERICA CORP /DE/37.9M589.1K
MORGAN STANLEY36.9M573.5K
Mesirow Financial Investment Management, Inc.36.2M563.1K
WELLS FARGO & COMPANY/MN33.3M517.6K
ASPIRIANT, LLC32.8M509.4K
Consilium Wealth Advisory, LLC27.1M421.9K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d50.6% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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