iShares Core 40/60 ModerateAOMETF
13F holders, Q3 2025 (September 30)263holders −5
19new positions
23sold out
1famous investor
$47.56avg. 13F price*
At the end of Q3 2025, 263 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, down 5 from Q2 2025. 19 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($137.4M), LPL Financial LLC ($51.7M) and Foundations Investment Advisors, LLC ($24.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.5M |
| Exits | 23 | $34.1M |
All 13F filers, Q2 2025 → Q3 2025: 626,896 shares bought and 1,315,622 shares sold, net −688,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 2,888,036 | $137.4M |
| LPL Financial LLC | 0.02% | Add +9.7% | 1,086,699 | $51.7M |
| Foundations Investment Advisors, LLC | 0.35% | Add +0.9% | 507,680 | $24.2M |
| Morgan Stanley | 0.00% | Reduce -10.5% | 365,398 | $17.4M |
| Weitzel Financial Services, Inc. | 5.55% | Add +4.0% | 288,776 | $13.6M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 286,192 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 282,076 | $13.4M |
| HUB Investment Partners, LLC | 0.49% | Reduce -0.4% | 278,968 | $13.3M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 258,393 | $12.3M |
| Bank of America Corp. | 0.00% | Add +16.6% | 233,121 | $11.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.2% | 210,301 | $9.9M |
| Cetera Investment Advisers | 0.01% | Add +18.4% | 196,485 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +29.0% | 170,549 | $8.1M |
| Weaver Consulting Group | 1.95% | Add +0.1% | 161,266 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 145,115 | $6.9M |
| Investment Advisory Group, LLC | 1.82% | Reduce -0.2% | 140,634 | $6.7M |
| Lodestar Private Asset Management LLC | 0.67% | Add +10.7% | 135,193 | $6.4M |
| Hanover Advisors Inc. | 2.32% | Add +2034.9% | 125,743 | $6.0M |
| American Trust | 0.40% | Add +0.6% | 98,698 | $4.7M |
| Focus Financial Network, Inc. | 0.16% | Reduce -0.6% | 96,595 | $4.6M |
| Consilium Wealth Advisory, LLC | 1.72% | Add +0.8% | 93,663 | $4.5M |
| Financial Advocates Investment Management | 2.50% | Add +4.3% | 93,348 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 91,917 | $4.4M |
| Seeds Investor LLC | 0.92% | Add +30.6% | 91,704 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.4% | 89,949 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 80,207 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Add +1.5% | 78,469 | $3.7M |
| Focus Partners Wealth | 0.01% | Reduce -4.4% | 78,183 | $3.7M |
| Onyx Bridge Wealth Group LLC | 0.40% | Add +1.8% | 77,415 | $3.7M |
| Taylor Financial Group, Inc. | 2.06% | Add +10.0% | 75,317 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.7% | 73,148 | $3.5M |
| Brookstone Capital Management | 0.04% | Reduce -3.0% | 72,074 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -1.5% | 68,249 | $3.3M |
| Ellenbecker Investment Group | 0.40% | Add +13.0% | 56,483 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +14.8% | 52,715 | $2.5M |
| TRUE Private Wealth Advisors | 0.25% | Reduce -10.7% | 52,284 | $2.5M |
| Enclave Advisors LLC | 0.35% | New | 47,971 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.3% | 46,367 | $2.2M |
| Patton Albertson Miller Group, LLC | 0.26% | Reduce -1.0% | 45,529 | $2.2M |
| Aspiriant, LLC | 0.07% | Add +16.6% | 45,218 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 43,847 | $2.1M |
| Beacon Financial Advisory LLC | 0.48% | Add +0.3% | 43,587 | $2.1M |
| Royal Fund Management, LLC | 0.25% | Reduce -59.4% | 43,292 | $2.1M |
| Manske Wealth Management | 0.62% | Reduce -6.5% | 42,661 | $2.0M |
| UBS Group AG | 0.00% | Add +0.1% | 35,981 | $1.7M |
| Jim Saulnier & Associates, LLC | 0.89% | Add +21.5% | 33,587 | $1.6M |
| LifePlan Financial, LLC | 1.24% | Reduce -12.9% | 32,791 | $1.6M |
| Milestone Asset Management, LLC | 0.29% | Reduce -4.1% | 32,635 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +88.2% | 32,240 | $1.5M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -2.3% | 28,197 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -0.0% | 27,880 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.15% | Reduce -4.6% | 27,295 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -74.6% | 26,449 | $1.3M |
| RDA Financial Network | 0.30% | Reduce -1.9% | 25,415 | $1.2M |
| Gallacher Capital Management LLC | 0.48% | Reduce -0.8% | 25,331 | $1.2M |
| Thrive Capital Management, LLC | 0.31% | Reduce -7.7% | 25,243 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -15.7% | 24,656 | $1.2M |
| One Capital Management, LLC | 0.04% | Reduce -26.9% | 24,217 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Reduce -0.7% | 22,819 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.07% | Add +6.1% | 22,720 | $1.1M |
| Fort Henry Capital, LLC | 0.67% | Add +0.5% | 22,117 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +13.8% | 21,836 | $1.0M |
| Eight 31 Financial, LLC | 0.57% | Reduce -1.0% | 21,309 | $1.0M |
| Sovereign Financial Group, Inc. | 0.19% | Add +0.9% | 20,922 | $995K |
| Global Financial Private Client, LLC | 0.35% | Add +3.2% | 20,737 | $987K |
| Rothschild Wealth LLC | 0.21% | Reduce -0.9% | 20,692 | $985K |
| Avior Wealth Management, LLC | 0.03% | Add +1.6% | 20,652 | $983K |
| National Bank of Canada | 0.00% | Add +1.9% | 20,258 | $963K |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 20,089 | $956K |
| Jones Financial Companies LLLP | 0.00% | Add +12.8% | 19,857 | $940K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.4% | 19,629 | $934K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 18,933 | $901K |
| World Investment Advisors | 0.02% | Add +0.7% | 18,384 | $875K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -2.8% | 18,113 | $862K |
| Godshalk Welsh Capital Management, Inc. | 0.49% | Add +0.0% | 17,827 | $848K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -1.1% | 17,826 | $848K |
| Marino, Stram & Associates LLC | 0.15% | Add +0.1% | 17,521 | $834K |
| Independent Financial Group, LLC | 0.02% | Add +1.2% | 17,476 | $832K |
| AlTi Global, Inc. | 0.02% | Reduce -3.4% | 17,102 | $814K |
| Northstar Group, Inc. | 0.12% | Reduce -6.3% | 16,950 | $806K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.9% | 16,829 | $801K |
| Legacy Financial Group LLC | 0.10% | Reduce -1.1% | 16,212 | $771K |
| Denver Wealth Management, Inc. | 0.27% | New | 15,428 | $734K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -0.1% | 15,107 | $719K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +4.3% | 14,905 | $709K |
| MAI Capital Management | 0.00% | Reduce -0.5% | 14,782 | $703K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 14,772 | $703K |
| Mariner, LLC | 0.00% | Add +16.9% | 14,545 | $692K |
| Unique Wealth, LLC | 0.10% | Reduce -0.8% | 14,179 | $675K |
| Sigma Planning Corp | 0.02% | Reduce -3.7% | 13,325 | $634K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.3% | 13,123 | $624K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -2.5% | 12,923 | $615K |
| Money Concepts Capital Corp. | 0.04% | No change | 12,818 | $610K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -26.6% | 12,428 | $591K |
| Plan Group Financial, LLC | 0.15% | Reduce -24.7% | 12,131 | $577K |
| Armstrong, Fleming & Moore, Inc | 0.27% | No change | 12,042 | $573K |
| RFG Advisory, LLC | 0.01% | Add +0.4% | 11,810 | $562K |
| BridgePort Financial Solutions, LLC | 0.15% | Add +2.7% | 11,461 | $545K |
| Integrity Financial Corp | 0.26% | Reduce -8.3% | 11,425 | $544K |
| Waterloo Capital, L.P. | 0.04% | Add +36.7% | 11,086 | $527K |
"% 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.