iShares Core 40/60 ModerateAOMETF
13F holders, Q1 2025 (March 31)260holders −1
31new positions
31sold out
1famous investor
$43.86avg. 13F price*
At the end of Q1 2025, 260 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, down 1 from Q4 2024. 31 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($127.7M), LPL Financial LLC ($43.7M) and Morgan Stanley ($24.9M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $5.3M |
| Exits | 31 | $22.7M |
All 13F filers, Q4 2024 → Q1 2025: 889,504 shares bought and 3,173,080 shares sold, net −2,283,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock, Inc. | 0.00% | Add +5.9% | 2,910,257 | $127.7M |
| LPL Financial LLC | 0.02% | Add +4.8% | 995,458 | $43.7M |
| Morgan Stanley | 0.00% | Reduce -48.4% | 566,367 | $24.9M |
| Foundations Investment Advisors, LLC | 0.35% | Add +19.6% | 426,954 | $18.7M |
| Madrid Financial Services | 11.04% | Add +31.5% | 345,424 | $15.2M |
| Weitzel Financial Services, Inc. | 5.78% | Add +2.2% | 280,083 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -13.5% | 275,406 | $12.1M |
| HUB Investment Partners, LLC | 0.48% | Add +7.5% | 273,829 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -34.4% | 264,141 | $11.6M |
| Wells Fargo & Company | 0.00% | Reduce -73.8% | 253,483 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Add +10.5% | 225,880 | $9.9M |
| Bank of America Corp. | 0.00% | Add +6.0% | 198,918 | $8.7M |
| Weaver Consulting Group | 2.12% | Reduce -0.0% | 160,042 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +64.7% | 154,705 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.5% | 139,117 | $6.1M |
| Investment Advisory Group, LLC | 2.00% | Add +1.3% | 136,066 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.2% | 132,110 | $5.8M |
| Focus Financial Network, Inc. | 0.23% | Reduce -33.3% | 126,327 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.4% | 115,224 | $5.1M |
| Lodestar Private Asset Management LLC | 0.61% | Add +16.8% | 111,254 | $4.9M |
| Ameritas Advisory Services, LLC | 0.19% | Reduce -3.8% | 108,318 | $4.8M |
| Royal Fund Management, LLC | 0.55% | Add +2.5% | 104,144 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -87.7% | 90,740 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.2% | 90,160 | $4.0M |
| Financial Advocates Investment Management | 0.27% | Add +5.4% | 86,472 | $3.8M |
| Consilium Wealth Advisory, LLC | 1.85% | Reduce -14.2% | 84,215 | $3.7M |
| Brookstone Capital Management | 0.05% | Reduce -12.1% | 81,636 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +93.3% | 80,912 | $3.6M |
| Focus Partners Wealth | 0.01% | Add +142.7% | 80,865 | $3.5M |
| Onyx Bridge Wealth Group LLC | 0.48% | Add +12.3% | 76,471 | $3.4M |
| Waverly Advisors, LLC | 0.04% | Add +2.4% | 75,044 | $3.3M |
| Ssa Swiss Advisors AG | 1.59% | — | 70,902 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -2.1% | 69,105 | $3.0M |
| One Capital Management, LLC | 0.10% | Add +61.8% | 64,157 | $2.8M |
| Taylor Financial Group, Inc. | 1.84% | Add +10.8% | 60,312 | $2.6M |
| TRUE Private Wealth Advisors | 0.32% | Add +3.2% | 60,213 | $2.6M |
| UBS Group AG | 0.00% | Reduce -3.8% | 57,721 | $2.5M |
| Smith Anglin Financial, LLC | 0.24% | Add +2.1% | 52,217 | $2.3M |
| Ellenbecker Investment Group | 0.39% | Add +0.3% | 49,394 | $2.2M |
| Manske Wealth Management | 0.78% | Add +2.5% | 47,169 | $2.1M |
| Beacon Financial Advisory LLC | 0.59% | Reduce -2.5% | 44,175 | $1.9M |
| Patton Albertson Miller Group, LLC | 0.28% | Add +1.5% | 43,345 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +87.2% | 40,552 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.0% | 39,761 | $1.7M |
| LifePlan Financial, LLC | 1.45% | Reduce -20.2% | 37,980 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +3.6% | 34,497 | $1.5M |
| Milestone Asset Management, LLC | 0.32% | Add +70.2% | 34,243 | $1.5M |
| BlueStem Wealth Partners, LLC | 0.19% | Reduce -10.0% | 31,536 | $1.4M |
| AlTi Global, Inc. | 0.03% | Reduce -57.6% | 30,183 | $1.3M |
| Aspiriant, LLC | 0.05% | No change | 29,629 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +173.1% | 29,407 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.97% | No change | 28,505 | $1.3M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -0.5% | 27,858 | $1.2M |
| RDA Financial Network | 0.34% | Reduce -2.1% | 26,090 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +169.6% | 26,015 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Add +24.7% | 24,778 | $1.1M |
| Gallacher Capital Management LLC | 0.53% | Reduce -1.5% | 24,725 | $1.1M |
| GTS Securities LLC | 0.04% | Add +203.1% | 23,421 | $1.0M |
| Fort Henry Capital, LLC | 0.69% | Reduce -8.2% | 21,991 | $965K |
| Eight 31 Financial, LLC | 0.60% | Reduce -81.5% | 21,286 | $934K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.5% | 20,900 | $917K |
| Ritholtz Wealth Management | 0.03% | Reduce -3.1% | 20,430 | $896K |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -0.4% | 20,140 | $884K |
| Sigma Planning Corp | 0.03% | Reduce -10.9% | 20,124 | $883K |
| Global Financial Private Client, LLC | 0.34% | Add +8.9% | 20,101 | $882K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.8% | 20,100 | $882K |
| KMG Fiduciary Partners, LLC | 0.07% | New | 19,641 | $862K |
| Avior Wealth Management, LLC | 0.03% | Add +3.9% | 19,613 | $861K |
| HighTower Advisors, LLC | 0.00% | Add +5.3% | 19,553 | $858K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 19,474 | $855K |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.1% | 19,038 | $835K |
| National Bank of Canada | 0.00% | Add +26.9% | 19,019 | $835K |
| AE Wealth Management LLC | 0.01% | Reduce -4.1% | 18,846 | $827K |
| Northstar Group, Inc. | 0.14% | Reduce -4.6% | 18,406 | $808K |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 18,316 | $804K |
| Harbour Investments, Inc. | 0.02% | Reduce -33.3% | 17,867 | $784K |
| Godshalk Welsh Capital Management, Inc. | 0.51% | Add +0.1% | 17,796 | $781K |
| Marino, Stram & Associates LLC | 0.17% | No change | 17,548 | $770K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -1.2% | 17,502 | $768K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -2.1% | 17,489 | $767K |
| Independent Financial Group, LLC | 0.03% | Reduce -22.4% | 17,272 | $758K |
| GWN Securities Inc. | 0.04% | Add +98.5% | 16,939 | $743K |
| Plan Group Financial, LLC | 0.26% | Reduce -8.8% | 16,574 | $727K |
| MAI Capital Management | 0.01% | Reduce -0.6% | 16,106 | $707K |
| Legacy Financial Group LLC | 0.11% | Reduce -0.3% | 15,790 | $693K |
| Unique Wealth, LLC | 0.13% | Add +75.0% | 15,586 | $684K |
| Rothschild Wealth LLC | 0.19% | Reduce -9.9% | 15,378 | $675K |
| World Investment Advisors | 0.02% | No change | 15,238 | $669K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -8.9% | 15,111 | $663K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 14,843 | $651K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.3% | 14,767 | $648K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +3.3% | 14,624 | $642K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.7% | 14,320 | $628K |
| Clear Creek Financial Management, LLC | 0.06% | Add +4.0% | 13,826 | $607K |
| Dentgroup LLC | 0.44% | No change | 13,310 | $584K |
| Integrity Financial Corp | 0.33% | Reduce -1.3% | 13,283 | $583K |
| Stifel Financial Corp. | 0.00% | Reduce -58.7% | 12,878 | $565K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -88.8% | 12,801 | $562K |
| Jones Financial Companies LLLP | 0.00% | Add +52.3% | 12,653 | $554K |
| RFG Advisory, LLC | 0.01% | No change | 11,652 | $511K |
"% 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.