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 |
| RTD Financial Advisors, Inc. | 0.07% | Add +0.4% | 11,829 | $509K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -4.8% | 11,551 | $497K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,419 | $491K |
| Wealth Forward, LLC | 0.38% | Reduce -5.2% | 11,395 | $490K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.7% | 11,369 | $489K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -2.0% | 11,164 | $480K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 10,903 | $469K |
| Mason & Associates, LLC | 0.15% | New | 10,546 | $454K |
| Mendel Capital Management LLC | 0.28% | Add +0.5% | 10,060 | $433K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.0% | 9,992 | $430K |
| StoneX Group Inc. | 0.03% | Reduce -10.4% | 9,981 | $429K |
| US Bancorp \de | 0.00% | Reduce -8.5% | 9,750 | $419K |
| National Wealth Management Group, LLC | 0.32% | Reduce -33.1% | 9,694 | $417K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.1% | 9,602 | $413K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,532 | $410K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 9,430 | $406K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 9,429 | $406K |
| Investment Partners, LTD. | 0.18% | Add +0.5% | 9,256 | $398K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 9,103 | $392K |
| Unique Wealth, LLC | 0.10% | Add +1.1% | 9,096 | $391K |
| SimpliFi, Inc. | 0.18% | Reduce -22.8% | 8,999 | $387K |
| Visionary Wealth Advisors | 0.03% | Add +5.2% | 8,976 | $386K |
| First Heartland Consultants, Inc. | 0.04% | No change | 8,816 | $379K |
| CENTRAL TRUST Co | 0.01% | Reduce -6.9% | 8,770 | $377K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -7.1% | 8,726 | $375K |
| United Capital Financial Advisors, LLC | 0.00% | Add +12.5% | 8,685 | $374K |
| Nicolet Advisory Services, LLC | 0.04% | Add +3.2% | 8,566 | $371K |
| Heirloom Wealth Management | 0.12% | Reduce -15.6% | 8,381 | $360K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -0.3% | 8,313 | $358K |
| Tempus Wealth Planning, LLC | 0.15% | New | 8,250 | $355K |
| Syntrinsic LLC | 0.12% | Reduce -2.8% | 8,606 | $354K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 8,200 | $353K |
| Townsquare Capital LLC | 0.00% | Reduce -0.1% | 8,034 | $346K |
| CFO4Life Group, LLC | 0.06% | No change | 7,935 | $341K |
| Bay Harbor Wealth Management, LLC | 0.12% | No change | 7,861 | $338K |
| Advisory Services Network, LLC | 0.01% | New | 7,782 | $335K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 7,775 | $334K |
| Syverson Strege & Co | 0.11% | Add +0.3% | 7,647 | $329K |
| Jones Financial Companies LLLP | 0.00% | Add +2.7% | 7,559 | $325K |
| Austin Private Wealth, LLC | 0.03% | New | 7,517 | $323K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.0% | 7,463 | $321K |
| Leading Edge Financial Planning LLC | 0.13% | Reduce -0.3% | 7,413 | $319K |
| Arax Advisory Partners | 0.03% | Reduce -7.4% | 7,303 | $314K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 7,145 | $307K |
| Estate Counselors, LLC | 0.03% | Reduce -1.8% | 7,020 | $302K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.2% | 7,017 | $302K |
| Bank of Montreal | 0.00% | Add +0.1% | 6,733 | $291K |
| IFG Advisory, LLC | 0.02% | New | 6,335 | $272K |
| Archvest Wealth Advisors, Inc. | 0.17% | Reduce -43.2% | 5,952 | $255K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 5,899 | $254K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 5,816 | $250K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -3.8% | 5,667 | $244K |
| Compass Financial Group, INC | 0.05% | Reduce -10.9% | 5,661 | $243K |
| Empirical Asset Management, LLC | 0.09% | New | 5,575 | $240K |
| Realta Investment Advisors | 0.05% | Reduce -0.8% | 5,556 | $239K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +12.5% | 5,549 | $239K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $237K |
| Philip James Wealth Mangement, LLC | 0.15% | Reduce -1.6% | 5,399 | $232K |
| GTS Securities LLC | 0.00% | New | 5,261 | $226K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.7% | 5,200 | $224K |
| Atria Investments, Inc | 0.00% | New | 5,134 | $221K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -10.9% | 5,066 | $218K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,995 | $215K |
| Venturi Wealth Management, LLC | 0.01% | Add +16.1% | 4,963 | $213K |
| Worth Financial Advisory Group, LLC | 0.14% | Add +2.9% | 4,927 | $212K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -13.9% | 4,892 | $210K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 4,869 | $209K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,812 | $207K |
| TPG Financial Advisors, LLC | 0.10% | — | 4,779 | $206K |
| Adams Wealth Management | 0.05% | Reduce -25.7% | 4,742 | $204K |
| CacheTech Inc. | 0.05% | — | 4,742 | $204K |
| Advisory Alpha, LLC | 0.01% | Reduce -18.2% | 4,693 | $202K |
| Fiduciary Financial Group, LLC | 0.05% | — | 4,603 | $201K |
| Roman Butler Fullerton & Co. | 0.06% | New | 4,615 | $200K |
| McIlrath & Eck, LLC | 0.03% | Reduce -4.9% | 4,328 | $186K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 3,803 | $164K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 3,479 | $150K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $145K |
| Private Capital Management LLC | 0.03% | Reduce -8.8% | 3,298 | $142K |
| Allworth Financial LP | 0.00% | Reduce -47.0% | 3,274 | $141K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -18.8% | 3,158 | $135K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -10.4% | 3,127 | $135K |
| RFP Financial Group LLC | 0.05% | Reduce -31.1% | 3,073 | $132K |
| Parallel Advisors, LLC | 0.00% | Reduce -68.2% | 2,379 | $102K |
| Global Retirement Partners, LLC | 0.00% | Add +227.2% | 2,310 | $99K |
| Pacific Center for Financial Services | 0.03% | Reduce -5.6% | 2,274 | $98K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.6% | 2,055 | $88K |
| Comerica Bank | 0.00% | Add +21.1% | 2,028 | $87K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -8.7% | 1,963 | $84K |
| Cwm, LLC | 0.00% | Reduce -92.5% | 1,884 | $81K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -52.8% | 1,825 | $78K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.3% | 1,710 | $74K |
| Gould Capital, LLC | 0.04% | Reduce -3.5% | 1,390 | $60K |
| Spire Wealth Management | 0.00% | Reduce -11.6% | 1,294 | $56K |
| JNBA Financial Advisors | 0.01% | Reduce -0.6% | 1,255 | $54K |
| Aspire Private Capital, LLC | 0.01% | Add +0.9% | 1,230 | $53K |
| Castleview Partners, LLC | 0.03% | Add +13.9% | 1,060 | $46K |
| Pineridge Advisors LLC | 0.01% | Add +0.2% | 1,003 | $43K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -16.5% | 980 | $42K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 800 | $34K |
| Hollencrest Capital Management | 0.00% | No change | 765 | $33K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 676 | $29K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 625 | $27K |
| Archer Investment Corp | 0.01% | Reduce -13.9% | 617 | $27K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.3% | 616 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $26K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 552 | $24K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -1.4% | 503 | $22K |
| United Community Bank | 0.01% | New | 500 | $22K |
| Tyler-Stone Wealth Management | 0.01% | Add +0.2% | 499 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 475 | $20K |
| Macroview Investment Management LLC | 0.02% | Add +0.5% | 424 | $18K |
| IFP Advisors, Inc | 0.00% | Add +155.3% | 411 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +53.3% | 391 | $17K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 369 | $16K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 363 | $16K |
| Transcendent Capital Group LLC | 0.01% | No change | 342 | $15K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.8% | 335 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -84.8% | 275 | $12K |
| West Paces Advisors Inc. | 0.00% | No change | 270 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 200 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 181 | $8K |
| Concord Wealth Partners | 0.00% | Add +0.6% | 181 | $8K |
| TruNorth Capital Management, LLC | 0.00% | New | 180 | $8K |
| Unique Wealth Strategies, LLC | 0.00% | New | 168 | $7K |
| Caldwell Trust Co | 0.00% | New | 154 | $7K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -43.8% | 118 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 112 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.5% | 111 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 96 | $4K |
| WestEnd Advisors, LLC | 0.00% | New | 90 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 75 | $3K |
| VitalStone Financial, LLC | 0.00% | Reduce -24.3% | 56 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 10 | $430 |
| BNP Paribas Financial Markets | 0.00% | Reduce -79.0% | 4 | $172 |
| SWAN Capital LLC | 0.00% | New | 3 | $129 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.5% | 3 | $129 |
"% 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.