Latest Period
Q1 2026
Security Snapshot
ISHARES TR - CORE 60/40 BALAN Institutional Ownership
CUSIP: 464289867
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
30
Shares (Excl. Options)
483,791
Price
$64.35
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- Security type / class
- Equity / CORE 60/40 BALAN
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 483,791
- Total 13F value
- $31,244,660
- Share change
- 0
- Number of holders
- 30
- SEC-reported price per share
- $64.35
Latest holder snapshot
2 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 464289867 - ISHARES TR - CORE 60/40 BALAN is tracked under CUSIP 464289867.
- 30 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 30 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,235,190 to $31,244,660.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 30 institutions filings for Q1 2026.
Security key
464289867
Latest holder period
Q1 2026
13F holders
30
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464289867:
As of 31 Mar 2026, 30 institutional investors reported holding 483,791 shares of ISHARES TR - CORE 60/40 BALAN.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 483,791 | $31,244,660 | $64.35 | 30 | |
| 2025 Q4 | 19,000 | $1,235,190 | -$434,851 | $65.01 | 1 |
| 2024 Q2 | 1,616,004 | $91,013,345 | +$2,525,276 | $56.32 | 1 |
| 2024 Q1 | 1,571,166 | $87,466,811 | +$537,661 | $55.67 | 1 |
| 2023 Q4 | 1,561,508 | $83,056,611 | $53.19 | 1 |