iShares Core 40/60 ModerateAOMETF
13F holders, Q4 2024 (December 31)261holders +26
31new positions
17sold out
1famous investor
$43.44avg. 13F price*
At the end of Q4 2024, 261 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 26 from Q3 2024. 31 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($119.4M), Morgan Stanley ($47.7M) and Wells Fargo & Company ($42.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $25.0M |
| Exits | 17 | $17.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,749,813 shares bought and 569,284 shares sold, net +2,180,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.00% | Add +0.7% | 2,747,637 | $119.4M |
| Morgan Stanley | 0.00% | Add +209.6% | 1,098,462 | $47.7M |
| Wells Fargo & Company | 0.01% | Add +317.6% | 969,069 | $42.1M |
| LPL Financial LLC | 0.02% | Add +1.2% | 949,981 | $41.3M |
| Raymond James Financial Inc. | 0.01% | — | 735,114 | $31.9M |
| Ameriprise Financial Inc. | 0.00% | Add +57.3% | 402,658 | $17.5M |
| Foundations Investment Advisors, LLC | 0.30% | Add +17.4% | 356,996 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 318,442 | $13.8M |
| Weitzel Financial Services, Inc. | 5.63% | Add +1.5% | 274,150 | $11.9M |
| Madrid Financial Services | 9.06% | — | 262,605 | $11.4M |
| HUB Investment Partners, LLC | 0.47% | Add +9.6% | 254,693 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Add +21.4% | 204,376 | $8.9M |
| Focus Financial Network, Inc. | 0.33% | Add +12.7% | 189,506 | $8.2M |
| Bank of America Corp. | 0.00% | Add +0.5% | 187,702 | $8.2M |
| American Trust | 0.55% | New | 165,906 | $7.2M |
| Weaver Consulting Group | 2.14% | Add +1.4% | 160,104 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.2% | 150,450 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 145,594 | $6.3M |
| Investment Advisory Group, LLC | 1.95% | Add +3.0% | 134,314 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +30.4% | 120,474 | $5.2M |
| Eight 31 Financial, LLC | 3.80% | Reduce -0.5% | 115,214 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 114,459 | $5.0M |
| Ameritas Advisory Services, LLC | 0.17% | Add +68.0% | 112,588 | $4.9M |
| Royal Fund Management, LLC | 0.48% | Add +1.3% | 101,658 | $4.4M |
| Retireful, LLC | 2.47% | New | 100,834 | $4.4M |
| Consilium Wealth Advisory, LLC | 2.03% | Add +1.5% | 98,104 | $4.3M |
| Lodestar Private Asset Management LLC | 0.52% | Add +13.0% | 95,231 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 95,097 | $4.1M |
| Cetera Investment Advisers | 0.01% | Reduce -1.0% | 93,929 | $4.1M |
| Brookstone Capital Management | 0.06% | Reduce -14.4% | 92,889 | $4.0M |
| Financial Advocates Investment Management | 0.20% | Add +34.8% | 82,073 | $3.6M |
| Waverly Advisors, LLC | 0.05% | Add +4.6% | 73,281 | $3.2M |
| AlTi Global, Inc. | 0.07% | Reduce -11.8% | 71,133 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.7% | 70,575 | $3.1M |
| Onyx Bridge Wealth Group LLC | 0.43% | Add +3.3% | 68,109 | $3.0M |
| UBS Group AG | 0.00% | Add +1.1% | 60,006 | $2.6M |
| TRUE Private Wealth Advisors | 0.31% | Add +37.3% | 58,337 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +647.6% | 55,802 | $2.4M |
| Taylor Financial Group, Inc. | 1.64% | Add +6.3% | 54,452 | $2.4M |
| Smith Anglin Financial, LLC | 0.21% | Add +0.6% | 51,142 | $2.2M |
| Ellenbecker Investment Group | 0.38% | Add +24.5% | 49,253 | $2.1M |
| Financial Enhancement Group LLC | 0.32% | Add +133.1% | 48,582 | $2.1M |
| LifePlan Financial, LLC | 1.83% | Add +29.1% | 47,571 | $2.1M |
| Manske Wealth Management | 0.79% | — | 46,012 | $2.0M |
| Beacon Financial Advisory LLC | 0.64% | Reduce -0.1% | 45,292 | $2.0M |
| Patton Albertson Miller Group, LLC | 0.25% | Add +2.1% | 42,722 | $1.9M |
| Aveo Capital Partners, LLC | 0.20% | Add +2.6% | 42,455 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 41,854 | $1.8M |
| Thrive Capital Management, LLC | 0.80% | Reduce -27.4% | 40,104 | $1.7M |
| One Capital Management, LLC | 0.06% | Reduce -0.5% | 39,665 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 38,228 | $1.7M |
| BlueStem Wealth Partners, LLC | 0.20% | — | 35,029 | $1.5M |
| Focus Partners Wealth | 0.00% | New | 33,321 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +18.6% | 33,306 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +215.4% | 31,194 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +7.2% | 29,522 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -4.8% | 29,629 | $1.3M |
| Jim Saulnier & Associates, LLC | 1.07% | Add +3.2% | 28,505 | $1.2M |
| Insigneo Advisory Services, LLC | 0.13% | Add +3.7% | 28,006 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -3.9% | 26,793 | $1.2M |
| RDA Financial Network | 0.34% | Reduce -3.3% | 26,640 | $1.2M |
| Gallacher Capital Management LLC | 0.54% | Add +23.1% | 25,110 | $1.1M |
| First Financial Bank - Trust Division | 0.10% | No change | 24,461 | $1.1M |
| Fort Henry Capital, LLC | 0.74% | Add +1.4% | 23,951 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +9.0% | 22,590 | $981K |
| Independent Financial Group, LLC | 0.03% | Add +7.0% | 22,272 | $967K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +8.8% | 21,896 | $951K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 21,668 | $941K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.2% | 21,572 | $937K |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.8% | 21,415 | $930K |
| Ritholtz Wealth Management | 0.03% | Reduce -0.9% | 21,078 | $916K |
| Sovereign Financial Group, Inc. | 0.20% | Add +8.0% | 20,212 | $878K |
| Milestone Asset Management, LLC | 0.19% | Reduce -2.2% | 20,125 | $874K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -2.4% | 19,872 | $863K |
| MML Investors Services, LLC | 0.00% | Add +2.7% | 19,690 | $855K |
| AE Wealth Management LLC | 0.01% | Add +28.3% | 19,659 | $854K |
| Northstar Group, Inc. | 0.15% | Add +0.1% | 19,302 | $838K |
| Avior Wealth Management, LLC | 0.03% | Add +5.5% | 18,880 | $820K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.3% | 18,570 | $807K |
| Global Financial Private Client, LLC | 0.30% | Add +0.5% | 18,457 | $802K |
| Plan Group Financial, LLC | 0.42% | Reduce -33.5% | 18,179 | $790K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +51.1% | 18,081 | $785K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +1.2% | 18,059 | $784K |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.2% | 18,011 | $782K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 17,864 | $776K |
| Godshalk Welsh Capital Management, Inc. | 0.50% | Add +1.1% | 17,771 | $772K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -5.7% | 17,714 | $769K |
| Marino, Stram & Associates LLC | 0.17% | Reduce -2.6% | 17,548 | $762K |
| Rothschild Wealth LLC | 0.22% | Reduce -41.2% | 17,075 | $742K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -5.5% | 16,593 | $721K |
| MAI Capital Management | 0.01% | New | 16,198 | $704K |
| Legacy Financial Group LLC | 0.11% | Add +2.5% | 15,839 | $688K |
| World Investment Advisors | 0.02% | Add +21.4% | 15,238 | $662K |
| National Bank of Canada | 0.00% | Add +51.7% | 14,993 | $651K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.8% | 14,220 | $618K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -1.7% | 14,164 | $615K |
| Armstrong, Fleming & Moore, Inc | 0.37% | Add +1.8% | 13,961 | $606K |
| Integrity Financial Corp | 0.34% | Add +0.3% | 13,457 | $585K |
| Dentgroup LLC | 0.44% | No change | 13,310 | $578K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -12.4% | 13,299 | $578K |
"% 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.