iShares Core 40/60 ModerateAOMETF
13F holders, Q2 2024 (June 30)238holders +6
29new positions
22sold out
2famous investors
$43.01avg. 13F price*
At the end of Q2 2024, 238 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 6 from Q1 2024. 29 opened new positions and 22 sold out. The largest holders were BlackRock Inc. ($117.3M), LPL Financial LLC ($38.8M) and Morgan Stanley ($16.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $20.8M |
| Exits | 22 | $14.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,265,716 shares bought and 827,768 shares sold, net +437,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| BlackRock Inc. | 0.00% | Add +2.4% | 2,727,773 | $117.3M |
| LPL Financial LLC | 0.02% | Reduce -3.0% | 901,215 | $38.8M |
| Morgan Stanley | 0.00% | Add +12.6% | 373,300 | $16.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 298,401 | $12.8M |
| Foundations Investment Advisors, LLC | 0.29% | New | 273,153 | $11.7M |
| Weitzel Financial Services, Inc. | 5.64% | Add +3.6% | 263,461 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +23.8% | 244,573 | $10.5M |
| HUB Investment Partners, LLC | 0.46% | Add +4558.8% | 222,362 | $9.6M |
| Bank of America Corp. | 0.00% | Add +0.0% | 207,602 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -34.3% | 172,186 | $7.4M |
| Wells Fargo & Company | 0.00% | Reduce -25.2% | 171,364 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.0% | 162,698 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.4% | 159,947 | $6.9M |
| Weaver Consulting Group | 2.35% | Add +1.0% | 156,484 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +36.1% | 143,967 | $6.2M |
| Investment Advisory Group, LLC | 2.14% | Reduce -0.3% | 128,525 | $5.5M |
| AlTi Global, Inc. | 0.13% | Reduce -11.4% | 115,137 | $5.0M |
| Eight 31 Financial, LLC | 3.76% | Add +614.4% | 113,525 | $4.9M |
| Brookstone Capital Management | 0.08% | Reduce -9.6% | 107,770 | $4.7M |
| Focus Financial Network, Inc. | 0.19% | Reduce -34.4% | 100,673 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -4.8% | 97,727 | $4.2M |
| Consilium Wealth Advisory, LLC | 2.28% | Reduce -1.1% | 96,910 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.6% | 92,081 | $4.0M |
| Royal Fund Management, LLC | 0.49% | Add +2.6% | 85,027 | $3.7M |
| Lodestar Private Asset Management LLC | 0.49% | Add +5.0% | 83,513 | $3.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 81,689 | $3.5M |
| UBS Group AG | 0.00% | Reduce -13.5% | 72,377 | $3.1M |
| Waverly Advisors, LLC | 0.06% | Reduce -34.2% | 69,945 | $3.0M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.7% | 68,650 | $3.0M |
| Focus Partners Wealth | 0.01% | Add +100.2% | 67,946 | $2.9M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -16.9% | 67,620 | $2.9M |
| Onyx Bridge Wealth Group LLC | 0.47% | Add +9.1% | 65,996 | $2.8M |
| Financial Advocates Investment Management | 0.16% | Add +1.7% | 60,888 | $2.6M |
| Financial Enhancement Group LLC | 0.42% | Add +146.3% | 59,886 | $2.6M |
| Thrive Capital Management, LLC | 1.17% | New | 59,752 | $2.6M |
| Smith Anglin Financial, LLC | 0.22% | Add +0.3% | 50,934 | $2.2M |
| Taylor Financial Group, Inc. | 1.56% | Add +9.8% | 47,299 | $2.0M |
| Beacon Financial Advisory LLC | 0.73% | Reduce -9.4% | 45,249 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.7% | 43,892 | $1.9M |
| Rothschild Wealth LLC | 0.59% | Reduce -13.9% | 42,282 | $1.8M |
| TRUE Private Wealth Advisors | 0.20% | Add +4.0% | 41,614 | $1.8M |
| Patton Albertson Miller Group, LLC | 0.25% | Add +2.1% | 40,129 | $1.7M |
| One Capital Management, LLC | 0.06% | Reduce -0.4% | 39,353 | $1.7M |
| Aveo Capital Partners, LLC | 0.19% | Reduce -0.6% | 39,264 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 42,720 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +491.8% | 38,484 | $1.7M |
| LifePlan Financial, LLC | 1.50% | Add +17.3% | 37,973 | $1.6M |
| Ellenbecker Investment Group | 0.33% | Add +38.9% | 37,962 | $1.6M |
| Raymond James & Associates | 0.00% | Add +9.3% | 34,885 | $1.5M |
| Aspiriant, LLC | 0.05% | Reduce -46.5% | 31,127 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.4% | 29,515 | $1.3M |
| Plan Group Financial, LLC | 0.77% | Add +16.3% | 29,161 | $1.3M |
| RDA Financial Network | 0.40% | Reduce -0.5% | 28,115 | $1.2M |
| Insigneo Advisory Services, LLC | 0.13% | New | 27,000 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Add +2.6% | 26,562 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +45.2% | 25,736 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 24,519 | $1.1M |
| Fort Henry Capital, LLC | 0.74% | Reduce -3.4% | 23,763 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +65.0% | 23,708 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +310.7% | 23,733 | $1.0M |
| First Financial Bank - Trust Division | 0.10% | Reduce -11.7% | 23,165 | $996K |
| Ritholtz Wealth Management | 0.03% | Reduce -3.0% | 22,764 | $979K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.0% | 21,772 | $936K |
| Independent Financial Group, LLC | 0.04% | Reduce -19.4% | 20,805 | $895K |
| Citadel Advisors | 0.00% | Reduce -7.3% | 20,550 | $884K |
| Sigma Planning Corp | 0.03% | Reduce -22.3% | 20,031 | $862K |
| Milestone Asset Management, LLC | 0.21% | Add +9.4% | 19,820 | $852K |
| Northstar Group, Inc. | 0.17% | Add +0.0% | 19,560 | $841K |
| Renaissance Technologies | 0.00% | Reduce -15.6% | 19,500 | $839K |
| Reston Wealth Management LLC | 0.33% | Reduce -4.1% | 19,006 | $817K |
| Summit Wealth Partners, LLC | 0.17% | Add +2.2% | 18,865 | $811K |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 18,776 | $808K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.4% | 18,319 | $788K |
| Global Financial Private Client, LLC | 0.33% | Add +2.1% | 18,313 | $788K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -9.3% | 18,223 | $784K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -4.7% | 18,066 | $777K |
| Marino, Stram & Associates LLC | 0.19% | Add +6.6% | 18,016 | $775K |
| Godshalk Welsh Capital Management, Inc. | 0.52% | Add +0.3% | 17,964 | $773K |
| FinTrust Capital Advisors, LLC | 0.14% | Reduce -8.2% | 17,712 | $762K |
| Avior Wealth Management, LLC | 0.03% | Add +599.7% | 17,710 | $762K |
| Sovereign Financial Group, Inc. | 0.19% | Add +1.0% | 17,616 | $758K |
| Gallacher Capital Management LLC | 0.39% | Add +38.5% | 17,404 | $749K |
| SteelPeak Wealth, LLC | 0.04% | Add +2.3% | 17,289 | $744K |
| AE Wealth Management LLC | 0.01% | Add +4.3% | 17,206 | $740K |
| Prosperity Consulting Group, LLC | 0.10% | Add +57.7% | 16,335 | $703K |
| Clear Creek Financial Management, LLC | 0.08% | Add +5.5% | 15,222 | $655K |
| Legacy Financial Group LLC | 0.13% | Add +6.9% | 14,868 | $639K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.6% | 14,566 | $626K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -3.0% | 14,544 | $626K |
| Integrity Financial Corp | 0.39% | Reduce -3.0% | 14,303 | $615K |
| Mariner, LLC | 0.00% | Add +0.3% | 14,045 | $604K |
| Armstrong, Fleming & Moore, Inc | 0.38% | Add +0.5% | 13,607 | $585K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.5% | 13,359 | $575K |
| Dentgroup LLC | 0.46% | No change | 13,310 | $572K |
| Mosley Wealth Management | 0.48% | New | 13,089 | $563K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.4% | 13,079 | $563K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.1% | 13,043 | $561K |
| National Bank of Canada | 0.00% | Add +135.9% | 12,718 | $545K |
| RFG Advisory, LLC | 0.02% | Add +47.8% | 12,513 | $538K |
| World Investment Advisors | 0.03% | New | 12,460 | $536K |
"% 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.