iShares Core 40/60 ModerateAOMETF
13F holders, Q1 2026 (March 31)294holders +8
36new positions
26sold out
2famous investors
$47.37avg. 13F price*
At the end of Q1 2026, 294 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 8 from Q4 2025. 36 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($143.4M), LPL Financial LLC ($59.6M) and Morgan Stanley ($33.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $22.6M |
| Exits | 26 | $5.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,102,996 shares bought and 1,500,598 shares sold, net −397,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| BlackRock, Inc. | 0.00% | Add +3.6% | 3,026,406 | $143.4M |
| LPL Financial LLC | 0.02% | Reduce -1.2% | 1,257,761 | $59.6M |
| Morgan Stanley | 0.00% | Reduce -16.6% | 714,713 | $33.9M |
| Foundations Investment Advisors, LLC | 0.33% | Add +5.3% | 559,991 | $26.5M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 336,701 | $15.9M |
| Weitzel Financial Services, Inc. | 5.59% | Add +3.9% | 313,078 | $14.8M |
| Wells Fargo & Company | 0.00% | Reduce -46.2% | 293,205 | $13.9M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 287,469 | $13.6M |
| AJ Advisors, LLC | 4.83% | Add +2.1% | 274,866 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.8% | 262,366 | $12.4M |
| Kavar Capital Partners Group, LLC | 1.54% | New | 259,957 | $12.3M |
| Cetera Investment Advisers | 0.01% | Reduce -1.2% | 215,782 | $10.2M |
| Weaver Consulting Group | 1.99% | Add +1.3% | 176,410 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.4% | 155,810 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +5.5% | 151,012 | $7.2M |
| Lodestar Private Asset Management LLC | 0.70% | Add +5.2% | 149,658 | $7.1M |
| Investment Advisory Group, LLC | 1.80% | Add +2.8% | 149,318 | $7.1M |
| GTS Securities LLC | 0.24% | Add +585.1% | 140,704 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.5% | 125,066 | $5.9M |
| Focus Financial Network, Inc. | 0.20% | Add +17.0% | 115,867 | $5.5M |
| Royal Fund Management, LLC | 0.50% | Reduce -3.1% | 110,496 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -76.8% | 102,147 | $4.8M |
| Western Wealth Management, LLC | 0.17% | Add +1.9% | 95,271 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.5% | 89,285 | $4.2M |
| Waverly Advisors, LLC | 0.03% | Add +1.6% | 84,825 | $4.0M |
| Ellenbecker Investment Group | 0.52% | Add +3.3% | 81,189 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 80,660 | $3.8M |
| Hershey Financial Advisers, LLC | 3.26% | New | 79,809 | $3.8M |
| Onyx Bridge Wealth Group LLC | 0.40% | Reduce -0.5% | 77,729 | $3.7M |
| Taylor Financial Group, Inc. | 2.23% | Add +4.2% | 77,609 | $3.7M |
| Focus Partners Wealth | 0.00% | Reduce -0.9% | 77,022 | $3.6M |
| Consilium Wealth Advisory, LLC | 1.24% | Reduce -16.9% | 76,627 | $3.6M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -2.4% | 75,906 | $3.6M |
| Brookstone Capital Management | 0.04% | Add +1.3% | 73,165 | $3.5M |
| Seeds Investor LLC | 0.47% | Reduce -11.3% | 70,828 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -24.5% | 68,471 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +257.5% | 67,237 | $3.1M |
| Mutual Advisors, LLC | 0.07% | Reduce -2.0% | 66,229 | $3.1M |
| VVR Holdings LLC | 1.50% | Reduce -5.6% | 61,321 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.6% | 60,768 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +2.1% | 57,784 | $2.7M |
| Jim Saulnier & Associates, LLC | 1.31% | Add +18.8% | 56,738 | $2.7M |
| Aspiriant, LLC | 0.07% | Add +9.8% | 49,669 | $2.4M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -1.8% | 49,511 | $2.3M |
| Enclave Advisors LLC | 0.31% | Reduce -2.3% | 46,253 | $2.2M |
| Beacon Financial Advisory LLC | 0.47% | Add +1.2% | 44,247 | $2.1M |
| Manske Wealth Management | 0.56% | Reduce -1.2% | 42,011 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 37,816 | $1.8M |
| LifePlan Financial, LLC | 1.31% | Add +16.6% | 37,301 | $1.8M |
| Denver Wealth Management, Inc. | 0.59% | Add +81.6% | 36,049 | $1.7M |
| HUB Investment Partners, LLC | 0.04% | Reduce -87.4% | 35,415 | $1.7M |
| National Bank of Canada | 0.00% | Add +56.8% | 33,901 | $1.6M |
| UBS Group AG | 0.00% | Add +0.3% | 33,481 | $1.6M |
| Hanover Advisors Inc. | 0.63% | Reduce -58.5% | 32,696 | $1.5M |
| Milestone Asset Management, LLC | 0.28% | Reduce -0.6% | 31,952 | $1.5M |
| High Net Worth Advisory Group LLC | 0.35% | Add +49.1% | 31,600 | $1.5M |
| Legacy Wealth Partners, LLC | 0.37% | Reduce -6.9% | 31,035 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.17% | Reduce -27.6% | 30,560 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +17.6% | 30,008 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +36.3% | 30,177 | $1.4M |
| Prosperity Consulting Group, LLC | 0.06% | Add +3.7% | 29,028 | $1.4M |
| Mariner, LLC | 0.00% | Add +99.0% | 28,247 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Add +0.0% | 27,905 | $1.3M |
| Godshalk Welsh Capital Management, Inc. | 0.75% | Add +24.9% | 27,224 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.14% | Reduce -0.1% | 26,110 | $1.2M |
| Gallacher Capital Management LLC | 0.46% | Reduce -5.5% | 25,270 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -0.4% | 24,602 | $1.2M |
| RDA Financial Network | 0.29% | Reduce -1.6% | 24,270 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 24,204 | $1.1M |
| Rothschild Wealth LLC | 0.10% | Add +8.3% | 23,839 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +40.4% | 23,798 | $1.1M |
| American Trust | 0.10% | Reduce -7.7% | 23,589 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -1.7% | 22,695 | $1.1M |
| Fort Henry Capital, LLC | 0.65% | Add +0.6% | 22,680 | $1.1M |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -1.1% | 21,907 | $1.0M |
| One Capital Management, LLC | 0.03% | Reduce -19.0% | 21,860 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +1.8% | 21,603 | $1.0M |
| Global Financial Private Client, LLC | 0.33% | Add +1.5% | 21,291 | $1.0M |
| Blair William & Co. | 0.00% | New | 20,981 | $994K |
| Eight 31 Financial, LLC | 0.60% | Reduce -0.1% | 20,863 | $988K |
| Thrive Capital Management, LLC | 0.21% | Reduce -0.7% | 20,257 | $960K |
| World Investment Advisors | 0.02% | Add +3.8% | 19,748 | $935K |
| Ritholtz Wealth Management | 0.02% | Reduce -5.6% | 19,370 | $918K |
| Strategic Blueprint, LLC | 0.05% | Add +119.4% | 19,199 | $909K |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -7.3% | 19,110 | $905K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Add +6.8% | 19,080 | $904K |
| CGN Advisors LLC | 0.07% | Add +226.2% | 19,072 | $903K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.2% | 18,201 | $862K |
| Equitable Holdings, Inc. | 0.01% | Add +178.3% | 17,642 | $839K |
| Marino, Stram & Associates LLC | 0.15% | No change | 17,674 | $837K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.33% | Add +19.8% | 17,047 | $808K |
| Legacy Financial Group LLC | 0.10% | Add +1.2% | 16,886 | $800K |
| Money Concepts Capital Corp. | 0.04% | Add +14.1% | 16,262 | $770K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +41.6% | 15,356 | $727K |
| Northstar Group, Inc. | 0.11% | Reduce -8.1% | 15,295 | $725K |
| MML Investors Services, LLC | 0.00% | Reduce -19.6% | 15,234 | $722K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +3.0% | 15,106 | $716K |
| AlTi Global, Inc. | 0.02% | Reduce -1.2% | 15,014 | $711K |
| Citadel Advisors | 0.00% | Add +89.1% | 14,797 | $701K |
| Waterloo Capital, L.P. | 0.05% | Add +36.3% | 14,715 | $697K |
"% 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.