iShares Core 40/60 ModerateAOMETF
13F holders, Q3 2024 (September 30)235holders −3
17new positions
24sold out
1famous investor
$45.03avg. 13F price*
At the end of Q3 2024, 235 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, down 3 from Q2 2024. 17 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($123.1M), LPL Financial LLC ($42.3M) and Morgan Stanley ($16.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core 40/60 Moderate
- CUSIP
- 464289875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.1M |
| Exits | 24 | $6.3M |
All 13F filers, Q2 2024 → Q3 2024: 742,337 shares bought and 520,173 shares sold, net +222,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| BlackRock, Inc. | 0.00% | — | 2,729,495 | $123.1M |
| LPL Financial LLC | 0.02% | Add +4.2% | 938,699 | $42.3M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 354,758 | $16.0M |
| Foundations Investment Advisors, LLC | 0.29% | Add +11.3% | 304,023 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 290,725 | $13.1M |
| Weitzel Financial Services, Inc. | 5.71% | Add +2.5% | 269,991 | $12.2M |
| Kavar Capital Partners Group, LLC | 1.92% | New | 269,074 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 256,058 | $11.5M |
| HUB Investment Partners, LLC | 0.46% | Add +4.5% | 232,436 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +35.4% | 232,046 | $10.5M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 186,702 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.3% | 168,284 | $7.6M |
| Focus Financial Network, Inc. | 0.31% | Add +67.0% | 168,102 | $7.6M |
| Weaver Consulting Group | 2.26% | Add +0.9% | 157,866 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.8% | 155,427 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.2% | 147,812 | $6.7M |
| Investment Advisory Group, LLC | 2.04% | Add +1.4% | 130,380 | $5.9M |
| Eight 31 Financial, LLC | 4.06% | Add +2.0% | 115,830 | $5.2M |
| Brookstone Capital Management | 0.07% | Add +0.8% | 108,578 | $4.9M |
| Royal Fund Management, LLC | 0.32% | Add +18.1% | 100,387 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 97,200 | $4.4M |
| Consilium Wealth Advisory, LLC | 2.38% | Reduce -0.2% | 96,683 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +16.1% | 94,873 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 92,376 | $4.2M |
| Lodestar Private Asset Management LLC | 0.48% | Add +0.9% | 84,284 | $3.8M |
| AlTi Global, Inc. | 0.09% | Reduce -30.0% | 80,610 | $3.6M |
| Waverly Advisors, LLC | 0.06% | Add +0.1% | 70,035 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Add +3.5% | 71,076 | $3.1M |
| Ameritas Advisory Services, LLC | 0.13% | Reduce -0.9% | 67,024 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.45% | Reduce -0.1% | 65,913 | $3.0M |
| Financial Advocates Investment Management | 0.16% | Reduce -0.0% | 60,874 | $2.8M |
| UBS Group AG | 0.00% | Reduce -18.0% | 59,345 | $2.7M |
| Thrive Capital Management, LLC | 1.17% | Reduce -7.5% | 55,242 | $2.5M |
| Taylor Financial Group, Inc. | 1.60% | Add +8.3% | 51,247 | $2.3M |
| Smith Anglin Financial, LLC | 0.22% | Reduce -0.1% | 50,860 | $2.3M |
| Beacon Financial Advisory LLC | 0.70% | Add +0.2% | 45,330 | $2.0M |
| TRUE Private Wealth Advisors | 0.23% | Add +2.1% | 42,495 | $1.9M |
| Patton Albertson Miller Group, LLC | 0.26% | Add +4.2% | 41,822 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.2% | 41,487 | $1.9M |
| Aveo Capital Partners, LLC | 0.20% | Add +5.4% | 41,393 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.3% | 41,148 | $1.9M |
| Raymond James & Associates | 0.00% | Add +17.6% | 41,032 | $1.9M |
| One Capital Management, LLC | 0.06% | Add +1.3% | 39,859 | $1.8M |
| Ellenbecker Investment Group | 0.34% | Add +4.2% | 39,568 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.6% | 38,196 | $1.7M |
| LifePlan Financial, LLC | 1.43% | Reduce -3.0% | 36,835 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 35,995 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.0% | 33,487 | $1.5M |
| Aspiriant, LLC | 0.05% | No change | 31,127 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -78.5% | 30,941 | $1.4M |
| GeoWealth Management, LLC | 0.04% | Add +5.8% | 28,090 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -5.5% | 27,888 | $1.3M |
| Jim Saulnier & Associates, LLC | 1.22% | — | 27,619 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +7.0% | 27,547 | $1.2M |
| RDA Financial Network | 0.39% | Reduce -2.0% | 27,540 | $1.2M |
| Plan Group Financial, LLC | 0.65% | Reduce -6.2% | 27,344 | $1.2M |
| Insigneo Advisory Services, LLC | 0.12% | No change | 27,000 | $1.2M |
| First Financial Bank - Trust Division | 0.10% | Add +5.6% | 24,461 | $1.1M |
| Fort Henry Capital, LLC | 0.72% | Reduce -0.6% | 23,611 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.2% | 22,972 | $1.0M |
| Renaissance Technologies | 0.00% | Add +14.9% | 22,398 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.3% | 21,842 | $985K |
| Ritholtz Wealth Management | 0.03% | Reduce -6.6% | 21,269 | $959K |
| Independent Financial Group, LLC | 0.03% | No change | 20,805 | $939K |
| Sigma Planning Corp | 0.03% | Add +3.4% | 20,717 | $935K |
| Milestone Asset Management, LLC | 0.21% | Add +3.8% | 20,573 | $928K |
| Gallacher Capital Management LLC | 0.42% | Add +17.2% | 20,400 | $920K |
| Prosperity Consulting Group, LLC | 0.07% | Add +24.7% | 20,366 | $919K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.6% | 20,241 | $911K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +9.9% | 20,134 | $908K |
| Northstar Group, Inc. | 0.16% | Reduce -1.4% | 19,292 | $870K |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 19,165 | $865K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -0.4% | 18,791 | $848K |
| Sovereign Financial Group, Inc. | 0.20% | Add +6.2% | 18,713 | $844K |
| Global Financial Private Client, LLC | 0.32% | Add +0.3% | 18,368 | $829K |
| Financial Enhancement Group LLC | 0.16% | Reduce -65.2% | 20,844 | $828K |
| Marino, Stram & Associates LLC | 0.18% | Add +0.0% | 18,024 | $813K |
| Avior Wealth Management, LLC | 0.03% | Add +1.0% | 17,889 | $807K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.3% | 17,838 | $805K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -2.2% | 17,829 | $804K |
| Godshalk Welsh Capital Management, Inc. | 0.50% | Reduce -2.2% | 17,571 | $793K |
| SteelPeak Wealth, LLC | 0.04% | Add +1.6% | 17,566 | $792K |
| Rothschild Wealth LLC | 0.22% | Reduce -31.4% | 29,028 | $729K |
| Legacy Financial Group LLC | 0.13% | Add +4.0% | 15,456 | $697K |
| AE Wealth Management LLC | 0.01% | Reduce -10.9% | 15,325 | $691K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -0.3% | 15,180 | $685K |
| IHT Wealth Management, LLC | 0.02% | Add +66.1% | 15,123 | $682K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -0.9% | 14,413 | $650K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 13,968 | $630K |
| Armstrong, Fleming & Moore, Inc | 0.36% | Add +0.8% | 13,714 | $619K |
| FinTrust Capital Advisors, LLC | 0.10% | Reduce -22.8% | 13,681 | $617K |
| Silver Oak Securities, Incorporated | 0.06% | Add +16.2% | 13,422 | $606K |
| Integrity Financial Corp | 0.36% | Reduce -6.2% | 13,418 | $605K |
| Dentgroup LLC | 0.45% | No change | 13,310 | $600K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.1% | 13,076 | $590K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -10.4% | 13,045 | $588K |
| Centaurus Financial, Inc. | 0.04% | Reduce -3.1% | 12,633 | $570K |
| World Investment Advisors | 0.02% | Add +0.8% | 12,557 | $566K |
| Mosley Wealth Management | 0.37% | Reduce -6.6% | 12,230 | $543K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +25.6% | 11,967 | $540K |
"% 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.