iShares Core 40/60 ModerateAOMETF
13F holders, Q2 2026 (June 30)300holders +6
30new positions
24sold out
2famous investors
$49.86avg. 13F price*
At the end of Q2 2026, 300 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 6 from Q1 2026. 30 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($153.0M), LPL Financial LLC ($60.3M) and Foundations Investment Advisors, LLC ($28.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core 40/60 Moderate
- CUSIP
- 464289875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $14.1M |
| Exits | 24 | $17.6M |
All 13F filers, Q1 2026 → Q2 2026: 901,324 shares bought and 906,831 shares sold, net −5,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| BlackRock, Inc. | 0.00% | Add +1.4% | 3,067,353 | $153.0M |
| LPL Financial LLC | 0.01% | Reduce -4.0% | 1,208,139 | $60.3M |
| Foundations Investment Advisors, LLC | 0.30% | Add +3.0% | 576,705 | $28.8M |
| Morgan Stanley | 0.00% | Reduce -24.4% | 540,513 | $27.0M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 340,210 | $17.0M |
| Weitzel Financial Services, Inc. | 5.29% | Add +0.8% | 315,749 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +4.0% | 305,020 | $15.2M |
| AJ Advisors, LLC | 4.39% | Add +3.0% | 283,095 | $14.1M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 273,226 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 258,799 | $12.9M |
| Cetera Investment Advisers | 0.01% | Add +8.3% | 233,786 | $11.7M |
| Wedbush Securities Inc. | 0.25% | Add +1941.1% | 193,700 | $9.7M |
| Weaver Consulting Group | 1.82% | Add +1.0% | 178,155 | $8.9M |
| Investment Advisory Group, LLC | 1.75% | Add +8.1% | 161,473 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 154,781 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.7% | 146,926 | $7.3M |
| Lodestar Private Asset Management LLC | 0.63% | Reduce -2.9% | 145,264 | $7.2M |
| Ameritas Advisory Services, LLC | 0.14% | Add +80.6% | 137,083 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.4% | 119,528 | $6.0M |
| Western Wealth Management, LLC | 0.19% | Add +23.6% | 117,762 | $5.9M |
| Royal Fund Management, LLC | 0.47% | Add +2.9% | 113,660 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 110,495 | $5.5M |
| Focus Financial Network, Inc. | 0.17% | Reduce -5.4% | 109,571 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +1.0% | 90,161 | $4.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.5% | 84,372 | $4.2M |
| Ellenbecker Investment Group | 0.48% | Add +2.7% | 83,370 | $4.2M |
| Hershey Financial Advisers, LLC | 2.93% | Add +2.6% | 81,878 | $4.1M |
| Taylor Financial Group, Inc. | 2.22% | Add +4.5% | 81,107 | $4.0M |
| Onyx Bridge Wealth Group LLC | 0.36% | Add +2.2% | 79,435 | $4.0M |
| Focus Partners Wealth | 0.00% | Reduce -0.3% | 76,819 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 75,237 | $3.8M |
| Brookstone Capital Management | 0.04% | Reduce -0.1% | 73,102 | $3.6M |
| Consilium Wealth Advisory, LLC | 1.07% | Reduce -6.1% | 71,955 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 71,928 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.8% | 67,914 | $3.4M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.3% | 65,998 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.4% | 65,263 | $3.3M |
| Basso Capital Management, L.P. | 0.77% | New | 62,530 | $3.1M |
| Jim Saulnier & Associates, LLC | 1.25% | Add +9.4% | 62,051 | $3.1M |
| AE Wealth Management LLC | 0.01% | Add +392.9% | 62,037 | $3.1M |
| VVR Holdings LLC | 1.26% | Reduce -4.8% | 58,410 | $2.9M |
| American Trust | 0.22% | Add +142.9% | 57,302 | $2.9M |
| Cogent Private Wealth, Inc. | 1.66% | New | 53,182 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 49,723 | $2.5M |
| Aspiriant, LLC | 0.06% | No change | 49,669 | $2.5M |
| TRUE Private Wealth Advisors | 0.21% | Add +0.1% | 49,534 | $2.5M |
| GTS Securities LLC | 0.05% | Reduce -66.1% | 47,720 | $2.4M |
| Enclave Advisors LLC | 0.29% | Reduce -2.7% | 45,013 | $2.2M |
| Beacon Financial Advisory LLC | 0.44% | Add +0.7% | 44,541 | $2.2M |
| Manske Wealth Management | 0.52% | Add +0.5% | 42,211 | $2.1M |
| Seeds Investor LLC | 0.21% | Reduce -40.9% | 41,898 | $2.1M |
| Denver Wealth Management, Inc. | 0.59% | Add +14.3% | 41,217 | $2.1M |
| High Net Worth Advisory Group LLC | 0.40% | Add +18.0% | 37,300 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 36,221 | $1.8M |
| National Bank of Canada | 0.00% | Add +5.3% | 35,706 | $1.8M |
| LifePlan Financial, LLC | 1.22% | Reduce -6.1% | 35,023 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +15.5% | 34,862 | $1.7M |
| Milestone Asset Management, LLC | 0.25% | Add +1.3% | 32,354 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +3.7% | 31,105 | $1.6M |
| Legacy Wealth Partners, LLC | 0.35% | Reduce -0.4% | 30,901 | $1.5M |
| UBS Group AG | 0.00% | Reduce -10.2% | 30,074 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -2.5% | 29,810 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +22.2% | 29,581 | $1.5M |
| Insigneo Advisory Services, LLC | 0.05% | Add +0.1% | 27,928 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.73% | Add +0.0% | 27,229 | $1.4M |
| R2 Capital Strategies, LLC | 0.61% | — | 26,909 | $1.3M |
| HUB Investment Partners, LLC | 0.02% | Reduce -25.0% | 26,573 | $1.3M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -9.4% | 26,284 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.13% | Reduce -2.3% | 25,510 | $1.3M |
| RDA Financial Network | 0.26% | Add +0.2% | 24,320 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Reduce -2.2% | 24,050 | $1.2M |
| Hanover Advisors Inc. | 0.42% | Reduce -27.9% | 23,569 | $1.2M |
| Arq Wealth Advisors, LLC | 0.14% | New | 23,725 | $1.2M |
| Sovereign Financial Group, Inc. | 0.18% | Add +5.7% | 23,159 | $1.2M |
| MCF Advisors LLC | 0.04% | New | 23,081 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 22,907 | $1.1M |
| Fort Henry Capital, LLC | 0.63% | Add +0.5% | 22,793 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +2.6% | 22,162 | $1.1M |
| Rothschild Wealth LLC | 0.09% | Reduce -7.7% | 22,004 | $1.1M |
| Global Financial Private Client, LLC | 0.29% | Reduce -0.3% | 21,238 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Add +9.8% | 21,076 | $1.1M |
| Blair William & Co. | 0.00% | No change | 20,981 | $1.0M |
| Eight 31 Financial, LLC | 0.62% | No change | 20,863 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +35.3% | 20,769 | $1.0M |
| One Capital Management, LLC | 0.03% | No change | 21,860 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.37% | Add +21.0% | 20,623 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +28.6% | 19,596 | $978K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -18.3% | 19,443 | $970K |
| CGN Advisors LLC | 0.07% | Add +0.7% | 19,198 | $958K |
| Mariner, LLC | 0.00% | Reduce -32.6% | 19,041 | $950K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -0.2% | 19,037 | $950K |
| Thrive Capital Management, LLC | 0.18% | Reduce -7.1% | 18,811 | $938K |
| World Investment Advisors | 0.02% | No change | 19,748 | $935K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.4% | 18,319 | $914K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 17,818 | $889K |
| Cerity Partners LLC | 0.00% | Add +43.6% | 17,670 | $882K |
| Legacy Financial Group LLC | 0.10% | Add +3.6% | 17,494 | $873K |
| Marino, Stram & Associates LLC | 0.14% | Reduce -1.2% | 17,465 | $871K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -11.1% | 16,989 | $848K |
| Waterloo Capital, L.P. | 0.05% | Add +14.4% | 16,829 | $840K |
"% of holder's portfolio" is AOM's weight in each manager's 13F, not the share of iShares Core 40/60 Moderate the manager owns.