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 |
| RTD Financial Advisors, Inc. | 0.07% | Reduce -0.5% | 11,765 | $531K |
| Fund Evaluation Group, LLC | 0.03% | New | 11,651 | $526K |
| RFG Advisory, LLC | 0.02% | Reduce -7.7% | 11,550 | $521K |
| Mariner, LLC | 0.00% | Reduce -19.8% | 11,267 | $508K |
| Merriman Wealth Management, LLC | 0.02% | Add +0.2% | 11,188 | $505K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 11,155 | $503K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,794 | $487K |
| Wealth Forward, LLC | 0.34% | Reduce -6.5% | 10,651 | $480K |
| Mason & Associates, LLC | 0.15% | Add +0.8% | 10,629 | $479K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,721 | $475K |
| StoneX Group Inc. | 0.03% | Add +3.0% | 10,284 | $464K |
| National Wealth Management Group, LLC | 0.31% | Add +6.0% | 10,277 | $464K |
| Mendel Capital Management LLC | 0.28% | Reduce -0.2% | 10,043 | $453K |
| Stifel Financial Corp. | 0.00% | Reduce -9.3% | 9,889 | $446K |
| National Bank of Canada | 0.00% | Reduce -22.3% | 9,881 | $446K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.0% | 9,795 | $442K |
| CENTRAL TRUST Co | 0.01% | Add +9.3% | 9,586 | $432K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 9,447 | $426K |
| Investment Partners, LTD. | 0.18% | Add +0.8% | 9,329 | $421K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.1% | 9,322 | $421K |
| SimpliFi, Inc. | 0.18% | Add +0.8% | 9,075 | $409K |
| Tempus Wealth Planning, LLC | 0.15% | Add +8.6% | 8,957 | $404K |
| Unique Wealth, LLC | 0.09% | Reduce -2.4% | 8,877 | $400K |
| GTS Securities LLC | 0.01% | Add +67.9% | 8,831 | $398K |
| First Heartland Consultants, Inc. | 0.04% | No change | 8,816 | $398K |
| Nicolet Advisory Services, LLC | 0.04% | Add +1.3% | 8,675 | $387K |
| Syntrinsic LLC | 0.13% | Add +4.0% | 8,946 | $386K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.1% | 8,417 | $380K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.0% | 8,314 | $375K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -3.9% | 8,386 | $374K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.5% | 7,992 | $361K |
| Heirloom Wealth Management | 0.11% | Reduce -5.3% | 7,940 | $358K |
| CFO4Life Group, LLC | 0.06% | No change | 7,935 | $358K |
| Bay Harbor Wealth Management, LLC | 0.12% | Add +0.0% | 7,862 | $355K |
| Visionary Wealth Advisors | 0.02% | Reduce -12.5% | 7,850 | $354K |
| Syverson Strege & Co | 0.12% | Add +2.5% | 7,841 | $354K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.4% | 7,532 | $340K |
| Austin Private Wealth, LLC | 0.03% | Add +0.1% | 7,521 | $339K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.0% | 7,464 | $337K |
| Advisory Services Network, LLC | 0.01% | No change | 7,782 | $335K |
| Leading Edge Financial Planning LLC | 0.11% | Reduce -0.6% | 7,370 | $332K |
| Arax Advisory Partners | 0.03% | Add +0.6% | 7,347 | $331K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.8% | 7,091 | $320K |
| Townsquare Capital LLC | 0.00% | Reduce -12.5% | 7,032 | $317K |
| NorthRock Partners, LLC | 0.01% | Add +0.0% | 7,019 | $317K |
| Bright Futures Wealth Management, LLC. | 0.15% | New | 7,167 | $316K |
| Creative Planning | 0.00% | New | 6,884 | $311K |
| Estate Counselors, LLC | 0.03% | Reduce -4.3% | 6,720 | $303K |
| Worth Financial Advisory Group, LLC | 0.18% | Add +35.1% | 6,656 | $300K |
| Bank of Montreal | 0.00% | Reduce -1.4% | 6,639 | $300K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -16.8% | 6,470 | $292K |
| Archvest Wealth Advisors, Inc. | 0.17% | Reduce -0.1% | 5,947 | $268K |
| Executive Wealth Management, LLC | 0.02% | New | 5,829 | $263K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -56.3% | 5,717 | $258K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.1% | 5,691 | $257K |
| Captrust Financial Advisors | 0.00% | Reduce -3.9% | 5,672 | $256K |
| Aprio Wealth Management, LLC | 0.04% | No change | 5,667 | $256K |
| Claro Advisors Inc. | 0.03% | New | 5,650 | $255K |
| Empirical Asset Management, LLC | 0.09% | Reduce -0.9% | 5,525 | $249K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $248K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +1.3% | 5,469 | $247K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.5% | 5,465 | $247K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.2% | 5,448 | $246K |
| Fiduciary Financial Group, LLC | 0.05% | Add +12.2% | 5,164 | $230K |
| Compass Financial Group, INC | 0.04% | Reduce -10.2% | 5,083 | $229K |
| TPG Financial Advisors, LLC | 0.10% | Add +4.3% | 4,987 | $225K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.8% | 4,930 | $222K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.3% | 4,880 | $220K |
| Atria Investments, Inc | 0.00% | Reduce -5.3% | 4,862 | $219K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -5.3% | 4,795 | $216K |
| CGN Advisors LLC | 0.02% | New | 4,724 | $213K |
| Adams Wealth Management | 0.05% | Reduce -1.7% | 4,660 | $210K |
| CacheTech Inc. | 0.05% | Reduce -1.7% | 4,660 | $210K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -8.4% | 4,548 | $205K |
| BOS Asset Management, LLC | 0.08% | New | 4,532 | $204K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 4,491 | $203K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -8.0% | 4,479 | $202K |
| McIlrath & Eck, LLC | 0.03% | Add +1.8% | 4,406 | $199K |
| AdvisorNet Financial, Inc | 0.01% | Add +14.2% | 4,341 | $196K |
| Darwin Wealth Management, LLC | 0.05% | New | 4,297 | $194K |
| Allworth Financial LP | 0.00% | Add +5.1% | 3,440 | $155K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $145K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -8.4% | 3,188 | $144K |
| Cornerstone Planning Group LLC | 0.04% | Add +1.0% | 3,191 | $141K |
| CoreCap Advisors, LLC | 0.01% | New | 3,104 | $140K |
| Private Capital Management LLC | 0.03% | Reduce -7.2% | 3,062 | $138K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -4.2% | 2,995 | $135K |
| Sunbelt Securities, Inc. | 0.01% | Add +19.2% | 2,450 | $111K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,211 | $100K |
| International Assets Investment Management, LLC | 0.01% | Reduce -57.7% | 2,200 | $99K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +1.0% | 1,982 | $89K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.9% | 1,965 | $89K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,887 | $85K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,825 | $82K |
| Parallel Advisors, LLC | 0.00% | Reduce -27.3% | 1,729 | $78K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -2.6% | 1,665 | $75K |
| Pacific Center for Financial Services | 0.02% | Reduce -33.3% | 1,518 | $68K |
| Comerica Bank | 0.00% | Reduce -25.7% | 1,507 | $68K |
| Gould Capital, LLC | 0.04% | Reduce -1.4% | 1,370 | $62K |
| Geneos Wealth Management Inc. | 0.00% | Add +36.1% | 1,334 | $60K |
| JNBA Financial Advisors | 0.01% | Add +0.4% | 1,260 | $57K |
| Aspire Private Capital, LLC | 0.01% | Add +1.3% | 1,246 | $56K |
| Spire Wealth Management | 0.00% | Reduce -7.9% | 1,192 | $54K |
| Castleview Partners, LLC | 0.03% | Reduce -0.1% | 1,059 | $48K |
| Pineridge Advisors LLC | 0.02% | Add +0.1% | 1,004 | $45K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 800 | $36K |
| Aptus Capital Advisors, LLC | 0.00% | Add +502.7% | 669 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 625 | $28K |
| Archer Investment Corp | 0.01% | Add +0.3% | 619 | $28K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.5% | 619 | $28K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $27K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 552 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | New | 516 | $23K |
| Mascoma Wealth Management LLC | 0.01% | No change | 503 | $23K |
| United Community Bank | 0.01% | No change | 500 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 475 | $21K |
| FSA Wealth Management LLC | 0.01% | — | 470 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.1% | 458 | $21K |
| Macroview Investment Management LLC | 0.02% | Add +0.7% | 427 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $19K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 372 | $17K |
| Assetmark, Inc. | 0.00% | Add +27.3% | 350 | $16K |
| Transcendent Capital Group LLC | 0.01% | No change | 342 | $15K |
| West Paces Advisors Inc. | 0.00% | No change | 270 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.8% | 252 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 200 | $9K |
| Concord Wealth Partners | 0.00% | Add +0.6% | 182 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.6% | 180 | $8K |
| American Capital Advisory, LLC | 0.00% | Add +21.5% | 164 | $7K |
| Caldwell Trust Co | 0.00% | No change | 154 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 119 | $5K |
| Reston Wealth Management LLC | 0.00% | Reduce -99.4% | 117 | $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% | Reduce -73.2% | 15 | $677 |
"% 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.