iShares Core 40/60 ModerateAOMETF
13F holders, Q2 2025 (June 30)268holders +8
30new positions
22sold out
2famous investors
$46.03avg. 13F price*
At the end of Q2 2025, 268 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 8 from Q1 2025. 30 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($134.7M), LPL Financial LLC ($45.6M) and Foundations Investment Advisors, LLC ($23.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $23.6M |
| Exits | 22 | $4.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,147,872 shares bought and 558,129 shares sold, net +589,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| BlackRock, Inc. | 0.00% | Add +0.6% | 2,926,402 | $134.7M |
| LPL Financial LLC | 0.02% | Reduce -0.5% | 990,640 | $45.6M |
| Foundations Investment Advisors, LLC | 0.37% | Add +17.8% | 502,887 | $23.2M |
| Morgan Stanley | 0.00% | Reduce -27.9% | 408,327 | $18.8M |
| Madrid Financial Services | 11.49% | Add +6.6% | 368,333 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 281,931 | $13.0M |
| HUB Investment Partners, LLC | 0.45% | Add +2.3% | 280,175 | $12.9M |
| Weitzel Financial Services, Inc. | 5.44% | Reduce -0.9% | 277,568 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 277,462 | $12.8M |
| Kavar Capital Partners Group, LLC | 1.77% | New | 267,607 | $12.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 251,200 | $11.6M |
| Osaic Holdings, Inc. | 0.02% | Add +2.6% | 231,706 | $10.7M |
| Bank of America Corp. | 0.00% | Add +0.6% | 200,005 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +7.3% | 165,931 | $7.6M |
| Weaver Consulting Group | 2.05% | Add +0.6% | 161,042 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 141,683 | $6.5M |
| Investment Advisory Group, LLC | 1.96% | Add +3.5% | 140,861 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.1% | 132,219 | $6.1M |
| Ameritas Advisory Services, LLC | 0.31% | Add +18.3% | 128,093 | $5.9M |
| Lodestar Private Asset Management LLC | 0.65% | Add +9.8% | 122,171 | $5.6M |
| Royal Fund Management, LLC | 0.52% | Add +2.4% | 106,655 | $4.9M |
| AE Wealth Management LLC | 0.04% | Add +452.1% | 104,045 | $4.8M |
| American Trust | 0.43% | New | 98,085 | $4.5M |
| Focus Financial Network, Inc. | 0.18% | Reduce -23.0% | 97,221 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 93,421 | $4.3M |
| Consilium Wealth Advisory, LLC | 1.81% | Add +10.4% | 92,966 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.5% | 91,624 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 90,280 | $4.2M |
| Financial Advocates Investment Management | 0.34% | Add +3.5% | 89,455 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +1.1% | 81,764 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Add +3.0% | 77,284 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.9% | 77,212 | $3.6M |
| Onyx Bridge Wealth Group LLC | 0.46% | Reduce -0.5% | 76,073 | $3.5M |
| Brookstone Capital Management | 0.04% | Reduce -9.0% | 74,295 | $3.4M |
| Seeds Investor LLC | 0.76% | Add +897.8% | 70,234 | $3.2M |
| Mutual Advisors, LLC | 0.08% | Add +0.3% | 69,302 | $3.2M |
| Taylor Financial Group, Inc. | 1.97% | Add +13.5% | 68,457 | $3.2M |
| TRUE Private Wealth Advisors | 0.30% | Reduce -2.8% | 58,524 | $2.7M |
| Smith Anglin Financial, LLC | 0.21% | Reduce -2.1% | 51,096 | $2.4M |
| Ellenbecker Investment Group | 0.37% | Add +1.2% | 49,991 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +69.0% | 49,712 | $2.3M |
| Patton Albertson Miller Group, LLC | 0.28% | Add +6.1% | 45,977 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +441.9% | 45,927 | $2.1M |
| Manske Wealth Management | 0.69% | Reduce -3.3% | 45,622 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +148.3% | 45,472 | $2.1M |
| Beacon Financial Advisory LLC | 0.52% | Reduce -1.6% | 43,451 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.7% | 43,206 | $2.0M |
| GTS Securities LLC | 0.09% | Add +77.7% | 41,627 | $1.9M |
| Aspiriant, LLC | 0.06% | Add +30.9% | 38,787 | $1.8M |
| LifePlan Financial, LLC | 1.44% | Reduce -0.9% | 37,643 | $1.7M |
| UBS Group AG | 0.00% | Reduce -37.7% | 35,935 | $1.7M |
| Milestone Asset Management, LLC | 0.33% | Reduce -0.6% | 34,039 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -48.3% | 33,141 | $1.5M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.19% | Add +2551.7% | 31,476 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +12.5% | 29,261 | $1.3M |
| Prosperity Consulting Group, LLC | 0.10% | Add +16.4% | 28,849 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.16% | Reduce -9.3% | 28,606 | $1.3M |
| Insigneo Advisory Services, LLC | 0.11% | Add +0.1% | 27,882 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.87% | Reduce -3.0% | 27,651 | $1.3M |
| Thrive Capital Management, LLC | 0.39% | New | 27,346 | $1.3M |
| RDA Financial Network | 0.32% | Reduce -0.7% | 25,915 | $1.2M |
| Gallacher Capital Management LLC | 0.54% | Add +3.3% | 25,528 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +176.3% | 24,917 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +28.6% | 22,970 | $1.1M |
| Fort Henry Capital, LLC | 0.68% | Add +0.1% | 22,006 | $1.0M |
| Eight 31 Financial, LLC | 0.65% | Add +1.1% | 21,517 | $991K |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.6% | 21,422 | $986K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +9.0% | 21,410 | $986K |
| MML Investors Services, LLC | 0.00% | Add +8.4% | 21,120 | $972K |
| Rothschild Wealth LLC | 0.24% | Add +35.9% | 20,891 | $962K |
| Sovereign Financial Group, Inc. | 0.20% | Add +3.0% | 20,735 | $955K |
| Avior Wealth Management, LLC | 0.03% | Add +3.6% | 20,317 | $935K |
| Global Financial Private Client, LLC | 0.35% | No change | 20,101 | $925K |
| National Bank of Canada | 0.00% | Add +4.5% | 19,883 | $914K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.6% | 19,699 | $907K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 19,391 | $893K |
| Integrated Wealth Concepts LLC | 0.01% | Add +170.8% | 19,319 | $889K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 19,186 | $883K |
| Axxcess Wealth Management, LLC | 0.02% | Add +149.6% | 18,639 | $858K |
| World Investment Advisors | 0.02% | Add +19.8% | 18,254 | $840K |
| Northstar Group, Inc. | 0.13% | Reduce -1.7% | 18,100 | $833K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Add +3.1% | 18,029 | $830K |
| Godshalk Welsh Capital Management, Inc. | 0.51% | Add +0.1% | 17,821 | $820K |
| AlTi Global, Inc. | 0.02% | Reduce -41.3% | 17,704 | $815K |
| Jones Financial Companies LLLP | 0.00% | Add +39.1% | 17,606 | $808K |
| Marino, Stram & Associates LLC | 0.16% | Reduce -0.3% | 17,494 | $805K |
| Independent Financial Group, LLC | 0.02% | No change | 17,272 | $795K |
| Stifel Financial Corp. | 0.00% | Add +33.0% | 17,131 | $789K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -3.2% | 16,939 | $780K |
| GeoWealth Management, LLC | 0.03% | Reduce -51.9% | 16,584 | $763K |
| Legacy Financial Group LLC | 0.11% | Add +3.8% | 16,388 | $755K |
| Plan Group Financial, LLC | 0.24% | Reduce -2.8% | 16,103 | $741K |
| GWN Securities Inc. | 0.13% | Reduce -8.6% | 15,481 | $713K |
| SteelPeak Wealth, LLC | 0.03% | Add +0.0% | 15,115 | $696K |
| MAI Capital Management | 0.00% | Reduce -7.8% | 14,851 | $684K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 14,834 | $683K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -29.3% | 14,784 | $681K |
| Unique Wealth, LLC | 0.11% | Reduce -8.3% | 14,286 | $658K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.2% | 14,285 | $658K |
| Sigma Planning Corp | 0.02% | Reduce -31.3% | 13,836 | $637K |
"% 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.