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 |
| StoneX Group Inc. | 0.04% | Reduce -13.9% | 11,137 | $476K |
| Stifel Financial Corp. | 0.00% | Reduce -56.8% | 11,053 | $473K |
| Verus Financial Partners, Inc. | 0.05% | Reduce -33.9% | 10,772 | $461K |
| US Bancorp \de | 0.00% | No change | 10,656 | $456K |
| Archvest Wealth Advisors, Inc. | 0.32% | Add +0.1% | 10,480 | $446K |
| Prosperity Consulting Group, LLC | 0.06% | Add +58.1% | 10,358 | $443K |
| Integrated Wealth Concepts LLC | 0.01% | Add +15.8% | 10,340 | $442K |
| Mendel Capital Management LLC | 0.28% | Add +1.1% | 10,007 | $428K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -9.6% | 9,993 | $428K |
| Heirloom Wealth Management | 0.14% | Reduce -6.1% | 9,927 | $425K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 9,532 | $408K |
| CENTRAL TRUST Co | 0.01% | Add +104.2% | 9,424 | $403K |
| Lido Advisors, LLC | 0.00% | Add +0.9% | 9,401 | $402K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -0.8% | 9,396 | $402K |
| Private Advisor Group, LLC | 0.00% | Reduce -39.1% | 9,385 | $401K |
| Investment Partners, LTD. | 0.18% | Add +4.0% | 9,208 | $394K |
| IHT Wealth Management, LLC | 0.02% | Reduce -6.4% | 9,102 | $389K |
| Unique Wealth, LLC | 0.11% | No change | 8,999 | $385K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -1.1% | 8,816 | $377K |
| American Trust | 0.03% | Add +5.8% | 8,786 | $376K |
| Visionary Wealth Advisors | 0.02% | Reduce -13.9% | 8,531 | $365K |
| Syntrinsic LLC | 0.12% | Reduce -2.3% | 8,857 | $363K |
| RFG Advisory, LLC | 0.01% | Reduce -7.1% | 8,465 | $362K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -10.4% | 8,342 | $357K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -8.2% | 8,302 | $352K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +2.1% | 8,192 | $350K |
| Townsquare Capital LLC | 0.01% | New | 8,040 | $344K |
| CFO4Life Group, LLC | 0.06% | No change | 7,935 | $339K |
| Arax Advisory Partners | 0.04% | Reduce -4.8% | 7,889 | $337K |
| Bay Harbor Wealth Management, LLC | 0.12% | Add +1.7% | 7,861 | $336K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +44.8% | 7,775 | $333K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.3% | 7,718 | $330K |
| Syverson Strege & Co | 0.12% | Reduce -26.4% | 7,620 | $326K |
| Parallel Advisors, LLC | 0.01% | Add +8.7% | 7,486 | $320K |
| NorthRock Partners, LLC | 0.01% | Add +4.6% | 7,482 | $320K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.2% | 7,462 | $319K |
| Leading Edge Financial Planning LLC | 0.14% | Reduce -5.6% | 7,433 | $318K |
| Jones Financial Companies LLLP | 0.00% | No change | 7,360 | $315K |
| Estate Counselors, LLC | 0.04% | New | 7,150 | $306K |
| Bank of Montreal | 0.00% | Add +28.3% | 6,728 | $288K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.4% | 6,503 | $278K |
| Adams Wealth Management | 0.07% | Reduce -4.6% | 6,383 | $273K |
| Compass Financial Group, INC | 0.06% | Reduce -21.6% | 6,354 | $272K |
| CJM Wealth Advisers, Ltd. | 0.10% | New | 6,215 | $266K |
| Allworth Financial LP | 0.00% | Add +30.2% | 6,178 | $264K |
| Captrust Financial Advisors | 0.00% | Add +4.7% | 5,896 | $252K |
| Aprio Wealth Management, LLC | 0.05% | New | 5,891 | $252K |
| NewEdge Advisors, LLC | 0.00% | Reduce -39.1% | 5,779 | $247K |
| Advisory Alpha, LLC | 0.01% | Reduce -25.3% | 5,735 | $245K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -52.8% | 5,685 | $243K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -12.2% | 5,685 | $243K |
| Kovack Advisors, Inc. | 0.03% | Reduce -5.1% | 5,615 | $240K |
| Realta Investment Advisors | 0.05% | Add +13.1% | 5,600 | $240K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $235K |
| Philip James Wealth Mangement, LLC | 0.17% | Reduce -1.7% | 5,486 | $235K |
| PCA Investment Advisory Services Inc. | 0.13% | Reduce -0.9% | 5,402 | $231K |
| National Bank of Canada | 0.00% | Add +1.1% | 5,392 | $227K |
| International Assets Investment Management, LLC | 0.02% | Reduce -26.5% | 5,234 | $223K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -7.8% | 5,116 | $219K |
| Cedar Brook Financial Partners, LLC | 0.04% | Reduce -1.9% | 5,019 | $215K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -82.3% | 4,933 | $211K |
| BOS Asset Management, LLC | 0.11% | Reduce -0.8% | 4,911 | $210K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 4,869 | $208K |
| Worth Financial Advisory Group, LLC | 0.14% | New | 4,789 | $205K |
| HUB Investment Partners, LLC | 0.01% | New | 4,773 | $204K |
| McIlrath & Eck, LLC | 0.03% | Add +5.1% | 4,550 | $195K |
| RFP Financial Group LLC | 0.07% | Add +25.8% | 4,457 | $191K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.3% | 4,276 | $183K |
| Rothschild Investment LLC | 0.01% | Reduce -9.3% | 3,900 | $167K |
| Salomon & Ludwin, LLC | 0.01% | No change | 3,865 | $165K |
| Cornerstone Planning Group LLC | 0.05% | Add +9.6% | 3,889 | $163K |
| AdvisorNet Financial, Inc | 0.02% | Add +15.3% | 3,788 | $162K |
| Private Capital Management LLC | 0.03% | Reduce -1.4% | 3,615 | $155K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -40.2% | 3,489 | $149K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -48.0% | 3,466 | $148K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $145K |
| Avior Wealth Management, LLC | 0.01% | Reduce -40.7% | 2,531 | $108K |
| Pacific Center for Financial Services | 0.03% | Add +0.8% | 2,409 | $103K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -6.0% | 2,149 | $92K |
| Sunbelt Securities, Inc. | 0.01% | Add +133.0% | 2,111 | $90K |
| CoreCap Advisors, LLC | 0.00% | New | 1,841 | $79K |
| Assetmark, Inc. | 0.00% | Add +4.9% | 1,810 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -1.7% | 1,705 | $73K |
| Comerica Bank | 0.00% | Reduce -74.2% | 1,675 | $72K |
| Spire Wealth Management | 0.00% | Reduce -10.6% | 1,464 | $63K |
| Gould Capital, LLC | 0.04% | Reduce -3.3% | 1,440 | $62K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.8% | 1,277 | $55K |
| JNBA Financial Advisors | 0.01% | Add +0.4% | 1,262 | $54K |
| Aspire Private Capital, LLC | 0.01% | No change | 1,219 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -5.8% | 1,174 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,087 | $47K |
| Pineridge Advisors LLC | 0.02% | Reduce -42.9% | 1,001 | $43K |
| Castleview Partners, LLC | 0.02% | Reduce -8.3% | 931 | $40K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 800 | $34K |
| Hollencrest Capital Management | 0.00% | No change | 765 | $33K |
| Archer Investment Corp | 0.01% | Reduce -6.5% | 717 | $31K |
| Global Retirement Partners, LLC | 0.00% | Reduce -68.2% | 706 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 625 | $27K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -23.3% | 616 | $26K |
| Wolff Wiese Magana LLC | 0.02% | Reduce -9.0% | 614 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $25K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 552 | $24K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 522 | $22K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -18.4% | 510 | $22K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 502 | $21K |
| Tyler-Stone Wealth Management | 0.01% | No change | 498 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 475 | $20K |
| FSA Wealth Management LLC | 0.01% | Reduce -0.4% | 466 | $20K |
| Macroview Investment Management LLC | 0.02% | Add +15.9% | 422 | $18K |
| Arvest Investments, Inc. | 0.00% | No change | 407 | $17K |
| Capital Analysts, LLC | 0.00% | Add +96.3% | 367 | $16K |
| Transcendent Capital Group LLC | 0.01% | Add +2.4% | 342 | $15K |
| Fernwood Investment Management, LLC | 0.00% | New | 303 | $13K |
| West Paces Advisors Inc. | 0.00% | No change | 270 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 255 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 248 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 210 | $9K |
| Lanark Financial, Inc. | 0.00% | New | 200 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.1% | 181 | $8K |
| Concord Wealth Partners | 0.00% | No change | 180 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -31.8% | 161 | $7K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2775.0% | 115 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 96 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 75 | $3K |
| VitalStone Financial, LLC | 0.00% | No change | 74 | $3K |
| Key Financial Inc | 0.00% | No change | 26 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 26 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 19 | $813 |
| FMR LLC | 0.00% | No change | 1 | $43 |
| Investors Research Corp | 0.00% | No change | 1 | $43 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $27 |
"% 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.