iShares Core 40/60 ModerateAOMETF
13F holders, Q1 2024 (March 31)232holders
2famous investors
$42.73avg. 13F price*
At the end of Q1 2024, 232 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings. The largest holders were BlackRock Inc. ($114.0M), LPL Financial LLC ($39.8M) and Morgan Stanley ($14.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.5M |
| Exits | 37 | $40.7M |
Ownership 232 holders
| BlackRock Inc. | 0.00% | Add +5.8% | 2,663,687 | $114.0M |
| LPL Financial LLC | 0.02% | Reduce -0.8% | 929,456 | $39.8M |
| Morgan Stanley | 0.00% | Reduce -61.3% | 331,396 | $14.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 311,296 | $13.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.4% | 262,053 | $11.2M |
| Weitzel Financial Services, Inc. | 5.46% | Add +3.2% | 254,336 | $10.8M |
| Wells Fargo & Company | 0.00% | Reduce -76.7% | 229,087 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 207,557 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 197,573 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.2% | 165,580 | $7.1M |
| Weaver Consulting Group | 2.45% | Add +0.7% | 154,908 | $6.6M |
| Focus Financial Network, Inc. | 0.31% | — | 153,366 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.6% | 134,458 | $5.8M |
| AlTi Global, Inc. | 0.15% | Reduce -15.4% | 129,920 | $5.6M |
| Investment Advisory Group, LLC | 2.28% | Add +7.3% | 128,972 | $5.5M |
| Wealthspire Advisors, LLC | 0.07% | New | 126,992 | $5.4M |
| Brookstone Capital Management | 0.09% | Add +0.7% | 119,193 | $5.1M |
| Waverly Advisors, LLC | 0.11% | Add +44.7% | 106,242 | $4.5M |
| Jane Street Group, LLC | 0.01% | Add +123.0% | 105,807 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 102,606 | $4.4M |
| Consilium Wealth Advisory, LLC | 2.36% | Reduce -26.1% | 98,012 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.4% | 93,568 | $4.0M |
| UBS Group AG | 0.00% | Reduce -6.0% | 83,663 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +530.8% | 83,594 | $3.6M |
| Royal Fund Management, LLC | 0.41% | Add +7.0% | 82,907 | $3.5M |
| Ameritas Advisory Services, LLC | 0.14% | Add +18.6% | 81,353 | $3.5M |
| Lodestar Private Asset Management LLC | 0.49% | Add +0.1% | 79,525 | $3.4M |
| Retireful, LLC | 1.38% | New | 77,406 | $3.3M |
| Mutual Advisors, LLC | 0.09% | Add +1.0% | 69,122 | $3.0M |
| Financial Advocates Investment Management | 0.15% | Add +5.7% | 59,858 | $2.6M |
| Onyx Bridge Wealth Group LLC | 0.45% | Add +7.7% | 60,474 | $2.5M |
| Aspiriant, LLC | 0.10% | Reduce -6.2% | 58,126 | $2.5M |
| Smith Anglin Financial, LLC | 0.22% | Reduce -18.3% | 50,804 | $2.2M |
| Beacon Financial Advisory LLC | 1.04% | Add +1.1% | 49,966 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -36.7% | 49,717 | $2.1M |
| Rothschild Wealth LLC | 0.74% | — | 49,124 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 46,413 | $2.0M |
| Taylor Financial Group, Inc. | 1.40% | Add +3.9% | 43,068 | $1.8M |
| TRUE Private Wealth Advisors | 0.20% | Add +49.7% | 40,027 | $1.7M |
| One Capital Management, LLC | 0.06% | Add +3.9% | 39,510 | $1.7M |
| Patton Albertson Miller Group, LLC | 0.25% | Reduce -29.2% | 39,305 | $1.7M |
| Aveo Capital Partners, LLC | 0.18% | Add +3.3% | 39,502 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.9% | 38,337 | $1.6M |
| Focus Partners Wealth | 0.01% | New | 33,946 | $1.4M |
| LifePlan Financial, LLC | 1.27% | Add +0.1% | 32,371 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -96.9% | 31,903 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.6% | 31,328 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +0.0% | 29,646 | $1.3M |
| RDA Financial Network | 0.41% | Reduce -6.1% | 28,265 | $1.2M |
| Ellenbecker Investment Group | 0.25% | Add +10.8% | 27,341 | $1.2M |
| First Financial Bank - Trust Division | 0.11% | Reduce -67.1% | 26,239 | $1.1M |
| GeoWealth Management, LLC | 0.04% | New | 25,900 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Add +2.2% | 25,805 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +92.8% | 25,772 | $1.1M |
| Cwm, LLC | 0.01% | Add +0.1% | 25,267 | $1.1M |
| Plan Group Financial, LLC | 0.70% | Add +7.2% | 25,071 | $1.1M |
| Fort Henry Capital, LLC | 0.78% | Add +0.5% | 24,605 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.2% | 23,921 | $1.0M |
| Financial Enhancement Group LLC | 0.17% | Add +93.7% | 24,316 | $1.0M |
| Ritholtz Wealth Management | 0.03% | Reduce -0.0% | 23,456 | $1.0M |
| Renaissance Technologies | 0.00% | New | 23,100 | $988K |
| Citadel Advisors | 0.00% | New | 22,173 | $949K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.4% | 21,985 | $941K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -2.5% | 20,088 | $859K |
| Reston Wealth Management LLC | 0.34% | Reduce -3.0% | 19,827 | $848K |
| Northstar Group, Inc. | 0.17% | Reduce -2.2% | 19,556 | $837K |
| FinTrust Capital Advisors, LLC | 0.16% | Add +5.8% | 19,290 | $825K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +15.4% | 18,950 | $811K |
| Summit Wealth Partners, LLC | 0.17% | Reduce -1.9% | 18,455 | $790K |
| Milestone Asset Management, LLC | 0.22% | Add +1.8% | 18,121 | $775K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.9% | 18,074 | $773K |
| Godshalk Welsh Capital Management, Inc. | 0.51% | Add +0.9% | 17,910 | $766K |
| MML Investors Services, LLC | 0.00% | Reduce -12.9% | 17,856 | $764K |
| Global Financial Private Client, LLC | 0.33% | Add +2.4% | 17,940 | $764K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +31.0% | 17,722 | $758K |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -0.2% | 17,449 | $746K |
| SteelPeak Wealth, LLC | 0.04% | Add +5.2% | 16,909 | $723K |
| Marino, Stram & Associates LLC | 0.17% | Reduce -9.8% | 16,898 | $723K |
| AE Wealth Management LLC | 0.01% | Reduce -91.4% | 16,498 | $706K |
| Eight 31 Financial, LLC | 0.43% | Add +95.5% | 15,891 | $680K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -18.6% | 14,990 | $641K |
| Integrity Financial Corp | 0.43% | Reduce -4.5% | 14,742 | $631K |
| National Wealth Management Group, LLC | 0.48% | Reduce -2.6% | 14,485 | $620K |
| HighTower Advisors, LLC | 0.00% | Add +11.8% | 14,368 | $619K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.2% | 14,441 | $618K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -7.9% | 14,428 | $617K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -22.0% | 14,065 | $602K |
| Mariner, LLC | 0.00% | Reduce -16.6% | 13,996 | $599K |
| Legacy Financial Group LLC | 0.12% | New | 13,910 | $595K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -29.8% | 13,695 | $586K |
| Armstrong, Fleming & Moore, Inc | 0.40% | No change | 13,537 | $579K |
| Dentgroup LLC | 0.47% | No change | 13,310 | $569K |
| Centaurus Financial, Inc. | 0.04% | Add +0.6% | 13,063 | $559K |
| Gallacher Capital Management LLC | 0.27% | Add +32.8% | 12,571 | $538K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -14.7% | 12,138 | $519K |
| Wealth Forward, LLC | 0.40% | Reduce -4.1% | 12,015 | $514K |
| RTD Financial Advisors, Inc. | 0.07% | Reduce -0.2% | 11,778 | $504K |
| SimpliFi, Inc. | 0.23% | Add +6.5% | 11,652 | $498K |
| Merriman Wealth Management, LLC | 0.02% | No change | 11,393 | $487K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.8% | 11,175 | $478K |
"% 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.