iShares Core 40/60 ModerateAOMETF
13F holders, Q4 2025 (December 31)286holders +23
33new positions
20sold out
2famous investors
$47.73avg. 13F price*
At the end of Q4 2025, 286 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 23 from Q3 2025. 33 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($139.4M), LPL Financial LLC ($60.7M) and Morgan Stanley ($40.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $26.9M |
| Exits | 20 | $2.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,528,719 shares bought and 400,045 shares sold, net +2,128,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| BlackRock, Inc. | 0.00% | Add +1.1% | 2,920,823 | $139.4M |
| LPL Financial LLC | 0.02% | Add +17.1% | 1,272,723 | $60.7M |
| Morgan Stanley | 0.00% | Add +134.4% | 856,486 | $40.9M |
| Wells Fargo & Company | 0.01% | Add +110.9% | 545,000 | $26.0M |
| Foundations Investment Advisors, LLC | 0.33% | Add +4.7% | 531,618 | $25.4M |
| Raymond James Financial Inc. | 0.01% | Add +449.3% | 440,592 | $21.0M |
| Ameriprise Financial Inc. | 0.00% | Add +30.7% | 368,686 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +12.7% | 322,490 | $15.4M |
| Weitzel Financial Services, Inc. | 5.58% | Add +4.3% | 301,264 | $14.4M |
| Bank of America Corp. | 0.00% | Add +25.7% | 293,025 | $14.0M |
| HUB Investment Partners, LLC | 0.37% | Add +0.9% | 281,500 | $13.4M |
| AJ Advisors, LLC | 4.74% | New | 269,096 | $12.8M |
| Cetera Investment Advisers | 0.01% | Add +11.2% | 218,395 | $10.4M |
| Weaver Consulting Group | 2.03% | Add +8.0% | 174,178 | $8.3M |
| Investment Advisory Group, LLC | 1.78% | Add +3.3% | 145,203 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 145,030 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -31.9% | 143,133 | $6.8M |
| Lodestar Private Asset Management LLC | 0.68% | Add +5.2% | 142,244 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -30.5% | 118,502 | $5.7M |
| Royal Fund Management, LLC | 0.50% | Add +163.3% | 113,987 | $5.4M |
| Focus Financial Network, Inc. | 0.16% | Add +2.5% | 99,010 | $4.7M |
| Western Wealth Management, LLC | 0.21% | New | 93,451 | $4.5M |
| Consilium Wealth Advisory, LLC | 1.62% | Reduce -1.6% | 92,207 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.3% | 90,743 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 90,678 | $4.3M |
| Waverly Advisors, LLC | 0.03% | Add +6.4% | 83,485 | $4.0M |
| Seeds Investor LLC | 0.73% | Reduce -12.9% | 79,861 | $3.8M |
| Hanover Advisors Inc. | 1.46% | Reduce -37.4% | 78,751 | $3.8M |
| Ellenbecker Investment Group | 0.53% | Add +39.1% | 78,592 | $3.8M |
| Onyx Bridge Wealth Group LLC | 0.40% | Add +0.9% | 78,096 | $3.7M |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 77,739 | $3.7M |
| Ameritas Advisory Services, LLC | 0.14% | Add +1723.8% | 77,730 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 75,304 | $3.6M |
| Taylor Financial Group, Inc. | 2.09% | Reduce -1.1% | 74,512 | $3.6M |
| Brookstone Capital Management | 0.04% | Add +0.2% | 72,240 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -1.0% | 67,597 | $3.2M |
| VVR Holdings LLC | 1.61% | — | 64,935 | $3.1M |
| KilterHowling LLC | 1.51% | New | 62,237 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Add +7.3% | 56,576 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 51,664 | $2.5M |
| TRUE Private Wealth Advisors | 0.24% | Reduce -3.6% | 50,405 | $2.4M |
| Jim Saulnier & Associates, LLC | 1.18% | Add +42.2% | 47,767 | $2.3M |
| Enclave Advisors LLC | 0.32% | Reduce -1.3% | 47,345 | $2.3M |
| Aspiriant, LLC | 0.06% | No change | 45,218 | $2.2M |
| Beacon Financial Advisory LLC | 0.48% | Add +0.3% | 43,727 | $2.1M |
| Manske Wealth Management | 0.60% | Reduce -0.3% | 42,511 | $2.0M |
| Patton Albertson Miller Group, LLC | 0.24% | Reduce -7.2% | 42,241 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +23.7% | 39,868 | $1.9M |
| UBS Group AG | 0.00% | Reduce -7.2% | 33,399 | $1.6M |
| Legacy Wealth Partners, LLC | 0.41% | — | 33,320 | $1.6M |
| Milestone Asset Management, LLC | 0.29% | Reduce -1.5% | 32,135 | $1.5M |
| LifePlan Financial, LLC | 1.17% | Reduce -2.4% | 31,999 | $1.5M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -0.8% | 27,986 | $1.3M |
| Insigneo Advisory Services, LLC | 0.10% | Add +0.1% | 27,895 | $1.3M |
| One Capital Management, LLC | 0.04% | Add +11.4% | 26,986 | $1.3M |
| Gallacher Capital Management LLC | 0.49% | Add +5.5% | 26,734 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.14% | Reduce -4.3% | 26,127 | $1.2M |
| American Trust | 0.10% | Reduce -74.1% | 25,565 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +11.8% | 25,510 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +41.4% | 24,702 | $1.2M |
| RDA Financial Network | 0.28% | Reduce -2.9% | 24,670 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +11.0% | 24,243 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +13.0% | 27,858 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +1.6% | 23,096 | $1.1M |
| Wedbush Securities Inc. | 0.03% | New | 23,000 | $1.1M |
| Fort Henry Capital, LLC | 0.66% | Add +2.0% | 22,557 | $1.1M |
| Sovereign Financial Group, Inc. | 0.19% | Add +5.9% | 22,148 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +11.5% | 22,136 | $1.1M |
| Rothschild Wealth LLC | 0.10% | Add +6.4% | 22,010 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.59% | Add +22.3% | 21,799 | $1.0M |
| National Bank of Canada | 0.00% | Add +6.7% | 21,621 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +2.8% | 21,224 | $1.0M |
| High Net Worth Advisory Group LLC | 0.23% | New | 21,200 | $1.0M |
| Global Financial Private Client, LLC | 0.35% | Add +1.1% | 20,973 | $1.0M |
| Eight 31 Financial, LLC | 0.55% | Reduce -2.0% | 20,886 | $997K |
| Axxcess Wealth Management, LLC | 0.02% | Add +13.8% | 20,606 | $984K |
| GTS Securities LLC | 0.03% | Add +334.3% | 20,538 | $980K |
| Ritholtz Wealth Management | 0.02% | Add +4.5% | 20,513 | $979K |
| Thrive Capital Management, LLC | 0.22% | Reduce -19.2% | 20,390 | $973K |
| Denver Wealth Management, Inc. | 0.34% | Add +28.6% | 19,848 | $947K |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 19,610 | $936K |
| World Investment Advisors | 0.01% | Add +3.5% | 19,025 | $908K |
| MML Investors Services, LLC | 0.00% | Reduce -5.7% | 18,939 | $904K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.1% | 18,808 | $898K |
| Janney Montgomery Scott LLC | 0.00% | Add +306.2% | 18,257 | $871K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 17,856 | $852K |
| Marino, Stram & Associates LLC | 0.15% | Add +0.9% | 17,674 | $844K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.7% | 16,949 | $809K |
| Legacy Financial Group LLC | 0.10% | Add +3.0% | 16,692 | $808K |
| Northstar Group, Inc. | 0.11% | Reduce -1.8% | 16,650 | $795K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.4% | 16,017 | $765K |
| AlTi Global, Inc. | 0.02% | Reduce -11.2% | 15,195 | $725K |
| Laurel Oak Wealth Management, LLC | 0.12% | — | 14,879 | $710K |
| Unique Wealth, LLC | 0.10% | Add +3.9% | 14,730 | $703K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 14,701 | $702K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.6% | 14,671 | $700K |
| Sigma Planning Corp | 0.02% | Add +8.4% | 14,441 | $689K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -4.7% | 14,391 | $687K |
| Money Concepts Capital Corp. | 0.04% | Add +11.2% | 14,247 | $680K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | Add +295.3% | 14,231 | $679K |
"% 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.