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 |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.9% | 14,657 | $694K |
| CENTRAL TRUST Co | 0.01% | Add +40.1% | 14,330 | $679K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.6% | 14,152 | $670K |
| Gilpin Wealth Management, LLC | 0.53% | Add +6.2% | 14,131 | $669K |
| MAI Capital Management | 0.00% | Reduce -4.6% | 14,027 | $664K |
| Potentia Wealth | 0.25% | Add +129.2% | 13,835 | $655K |
| Retireful, LLC | 0.92% | New | 13,737 | $651K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.9% | 13,430 | $636K |
| Hopwood Nicholas Hunter | 0.20% | Reduce -3.9% | 13,242 | $627K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -10.0% | 12,953 | $614K |
| Laurel Oak Wealth Management, LLC | 0.10% | Reduce -13.8% | 12,833 | $608K |
| Visionary Wealth Advisors | 0.03% | Add +9.1% | 12,768 | $605K |
| AE Wealth Management LLC | 0.00% | Reduce -4.6% | 12,586 | $596K |
| Wealth Forward, LLC | 0.33% | Add +10.0% | 12,350 | $585K |
| Cerity Partners LLC | 0.00% | Add +127.2% | 12,305 | $583K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -6.8% | 12,078 | $572K |
| Armstrong, Fleming & Moore, Inc | 0.24% | No change | 12,042 | $570K |
| BridgePort Financial Solutions, LLC | 0.16% | Add +9.2% | 11,920 | $565K |
| Sigma Planning Corp | 0.02% | Reduce -19.3% | 11,659 | $552K |
| Integrity Financial Corp | 0.27% | Add +0.3% | 11,426 | $541K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.4% | 11,329 | $537K |
| Mosley Wealth Management | 0.23% | No change | 10,708 | $509K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +1.7% | 10,725 | $508K |
| OneDigital Investment Advisors LLC | 0.00% | Add +23.1% | 10,654 | $505K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -6.7% | 10,574 | $501K |
| Investment Partners, LTD. | 0.18% | No change | 10,541 | $499K |
| Unique Wealth, LLC | 0.07% | Reduce -28.7% | 10,501 | $497K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -5.1% | 10,453 | $495K |
| L.K. Benson & Company, P.C. | 0.16% | New | 10,365 | $491K |
| Centaurus Financial, Inc. | 0.02% | Add +8.0% | 10,311 | $488K |
| Bank of Montreal | 0.00% | Add +57.5% | 10,191 | $483K |
| Ascent Group, LLC | 0.02% | Add +6.7% | 10,171 | $482K |
| Heirloom Wealth Management | 0.09% | Add +11.1% | 10,106 | $479K |
| Tempus Wealth Planning, LLC | 0.10% | Add +10.9% | 9,582 | $454K |
| Wedbush Securities Inc. | 0.01% | Reduce -58.7% | 9,490 | $450K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +0.8% | 9,376 | $444K |
| Mendel Capital Management LLC | 0.22% | — | 9,280 | $440K |
| GWN Securities Inc. | 0.08% | Reduce -3.8% | 9,207 | $436K |
| SimpliFi, Inc. | 0.18% | Add +9.5% | 9,085 | $430K |
| Capital Asset Managemnet, LLC | 0.48% | Add +3.4% | 9,073 | $430K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,834 | $418K |
| Kastel Capital Advisors, LLC | 0.25% | No change | 8,440 | $403K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -1.2% | 8,412 | $398K |
| Plan Group Financial, LLC | 0.09% | Reduce -12.6% | 8,390 | $397K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.9% | 8,341 | $395K |
| Premier Private Wealth Management LLC | 0.42% | Add +1.1% | 8,334 | $395K |
| Lido Advisors, LLC | 0.00% | Add +3.8% | 8,310 | $394K |
| RTD Financial Advisors, Inc. | 0.05% | Reduce -6.6% | 8,172 | $387K |
| Bay Harbor Wealth Management, LLC | 0.10% | Add +0.7% | 8,152 | $386K |
| Captrust Financial Advisors | 0.00% | Reduce -4.4% | 8,104 | $384K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -17.0% | 8,093 | $383K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 8,080 | $383K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 8,080 | $383K |
| IHT Wealth Management, LLC | 0.01% | No change | 7,944 | $376K |
| Westmount Partners, LLC | 0.09% | Add +12.2% | 7,941 | $376K |
| CFO4Life Group, LLC | 0.06% | No change | 7,935 | $376K |
| AQR Capital Management | 0.00% | Add +11.3% | 7,820 | $370K |
| GeoWealth Management, LLC | 0.01% | Reduce -5.9% | 7,743 | $367K |
| Phil A. Younker & Associates, Ltd. | 0.24% | New | 7,609 | $360K |
| RFG Advisory, LLC | 0.01% | No change | 7,391 | $350K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,029 | $333K |
| Xena Financial Planning, LLC | 0.37% | No change | 6,960 | $330K |
| Cornerstone Planning Group LLC | 0.04% | Add +71.9% | 6,645 | $326K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.8% | 6,797 | $322K |
| Arax Advisory Partners | 0.01% | Add +1.5% | 6,741 | $319K |
| Bright Futures Wealth Management, LLC. | 0.22% | Reduce -12.6% | 6,697 | $317K |
| Leading Edge Financial Planning LLC | 0.07% | No change | 6,597 | $313K |
| Claro Advisors Inc. | 0.04% | No change | 6,450 | $306K |
| GHP Investment Advisors, Inc. | 0.01% | New | 6,429 | $305K |
| Syverson Strege & Co | 0.07% | Reduce -28.1% | 6,419 | $304K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,364 | $301K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -7.7% | 6,283 | $298K |
| Independent Advisor Alliance | 0.00% | New | 6,003 | $284K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +33.0% | 5,994 | $284K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.7% | 5,866 | $278K |
| PFG Advisors | 0.01% | New | 5,805 | $275K |
| Integrity Wealth Solutions LLC | 0.11% | Add +8.3% | 5,783 | $274K |
| Aprio Wealth Management, LLC | 0.01% | No change | 5,700 | $270K |
| MKD Wealth Coaches, LLC | 0.26% | Reduce -5.5% | 5,683 | $269K |
| Empirical Asset Management, LLC | 0.07% | No change | 5,677 | $269K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,651 | $268K |
| Creative Planning | 0.00% | Reduce -26.6% | 5,567 | $264K |
| Diversify Wealth Management, LLC | 0.00% | New | 5,359 | $260K |
| Scotia Capital Inc. | 0.00% | No change | 5,484 | $260K |
| Sherman Wealth Management LLC | 0.22% | Reduce -0.2% | 5,383 | $255K |
| Efficient Advisors, LLC | 0.02% | Reduce -27.1% | 5,340 | $253K |
| TPG Financial Advisors, LLC | 0.08% | Add +14.9% | 5,324 | $252K |
| Kovack Advisors, Inc. | 0.01% | New | 5,296 | $251K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.4% | 5,190 | $247K |
| Susquehanna International Group, LLP | 0.00% | New | 5,163 | $245K |
| Fiduciary Financial Group, LLC | 0.03% | Reduce -0.1% | 5,156 | $244K |
| Cwm, LLC | 0.00% | Reduce -34.0% | 5,156 | $244K |
| Sightline Wealth Advisors, LLC | 0.10% | Reduce -6.6% | 5,113 | $242K |
| Venturi Wealth Management, LLC | 0.01% | Add +5.2% | 5,039 | $239K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -4.0% | 5,013 | $237K |
| KilterHowling LLC | 0.12% | Reduce -92.0% | 5,000 | $237K |
| First Commonwealth Financial Corp | 0.04% | No change | 5,000 | $237K |
| &partners | 0.00% | Reduce -5.7% | 4,990 | $236K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.1% | 4,979 | $236K |
| Coordinated Financial Services, Inc. | 0.14% | Add +6.7% | 4,918 | $233K |
| Smith Partners Wealth Management, LLC | 0.20% | Reduce -27.9% | 4,803 | $228K |
| CoreCap Advisors, LLC | 0.01% | Add +11.0% | 4,790 | $227K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.6% | 4,786 | $227K |
| Mission Wealth Management, LP | 0.00% | Reduce -21.4% | 4,785 | $227K |
| National Wealth Management Group, LLC | 0.08% | Reduce -29.7% | 4,781 | $226K |
| Rwa Wealth Partners, LLC | 0.00% | Add +2.4% | 4,742 | $225K |
| FMR LLC | 0.00% | Add +11.4% | 4,713 | $223K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | New | 4,674 | $221K |
| Cardinal Point Capital Management ULC | 0.01% | No change | 4,584 | $217K |
| Atria Investments, Inc | 0.00% | Reduce -6.5% | 4,548 | $215K |
| Columbia River Financial Group, LLC | 0.12% | New | 4,549 | $215K |
| Madrid Financial Services | 0.13% | Add +6.3% | 4,515 | $214K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -75.4% | 4,497 | $213K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.6% | 4,409 | $209K |
| Signet Financial Management, LLC | 0.02% | New | 4,372 | $207K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,285 | $203K |
| Wealthgarden F.S. LLC | 0.14% | No change | 4,231 | $200K |
| Geneos Wealth Management Inc. | 0.00% | Add +76.9% | 4,190 | $198K |
| Ssa Swiss Advisors AG | 0.09% | No change | 4,003 | $190K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.9% | 3,965 | $188K |
| Allworth Financial LP | 0.00% | Add +5.9% | 3,947 | $187K |
| Proathlete Wealth Management LLC | 0.05% | No change | 3,719 | $176K |
| Qube Research & Technologies Ltd | 0.00% | Add +127.3% | 3,416 | $162K |
| Blue Trust, Inc. | 0.00% | Reduce -24.1% | 3,379 | $160K |
| IMA Advisory Services, Inc. | 0.01% | No change | 3,192 | $151K |
| Root Financial Partners, LLC | 0.01% | No change | 2,925 | $139K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,718 | $129K |
| Evolution Wealth Management Inc. | 0.09% | Add +2018.5% | 2,521 | $119K |
| Parallel Advisors, LLC | 0.00% | Reduce -31.6% | 2,430 | $115K |
| Lanark Financial, Inc. | 0.01% | No change | 2,380 | $113K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -20.2% | 2,250 | $107K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,117 | $100K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -12.3% | 2,097 | $99K |
| Founders Financial Alliance, LLC | 0.02% | No change | 1,903 | $90K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -0.3% | 1,738 | $82K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,728 | $82K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,645 | $78K |
| HFM Investment Advisors, LLC | 0.03% | Reduce -37.8% | 1,631 | $77K |
| 1 North Wealth Services LLC | 0.03% | Add +18.6% | 1,596 | $76K |
| Pacific Center for Financial Services | 0.02% | Add +1.7% | 1,594 | $75K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,500 | $71K |
| Harbor Investment Advisory, LLC | 0.01% | Add +2.5% | 1,490 | $71K |
| JNBA Financial Advisors | 0.01% | Add +1.1% | 1,376 | $65K |
| McIlrath & Eck, LLC | 0.00% | Reduce -30.6% | 1,249 | $59K |
| Rossby Financial, LCC | 0.01% | No change | 1,236 | $59K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 1,206 | $57K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.9% | 1,183 | $56K |
| Ascentis Independent Advisors | 0.00% | New | 1,109 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.6% | 883 | $42K |
| Assetmark, Inc. | 0.00% | No change | 724 | $34K |
| SouthState Bank Corp | 0.00% | No change | 663 | $31K |
| Sound Income Strategies, LLC | 0.00% | No change | 649 | $31K |
| Wolff Wiese Magana LLC | 0.02% | No change | 632 | $30K |
| Capital Advisor Network LLC | 0.04% | — | 609 | $29K |
| My Portfolio Guide, LLC | 0.02% | — | 597 | $28K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $28K |
| Advisortrust Partners, LLC | 0.01% | New | 550 | $26K |
| Archer Investment Corp | 0.01% | Reduce -17.8% | 522 | $25K |
| Lodestone Wealth Management LLC | 0.01% | No change | 513 | $24K |
| United Community Bank | 0.01% | New | 500 | $24K |
| Elevation Wealth Partners, LLC | 0.01% | Add +52.2% | 443 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $19K |
| Delta Asset Management LLC | 0.00% | Reduce -5.8% | 405 | $19K |
| Spire Wealth Management | 0.00% | No change | 405 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 383 | $18K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -0.3% | 367 | $17K |
| Dunhill Financial, LLC | 0.00% | No change | 365 | $17K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 362 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 324 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 320 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 270 | $13K |
| US Bancorp \de | 0.00% | New | 239 | $11K |
| JPL Wealth Management, LLC | 0.00% | New | 216 | $10K |
| Purpose Unlimited Inc. | 0.00% | New | 196 | $9K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $6K |
| Mather Group, Llc. | 0.00% | New | 132 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 128 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.5% | 109 | $5K |
| SHP Wealth Management | 0.00% | No change | 100 | $5K |
| Key Capital Management, INC | 0.00% | New | 85 | $4K |
| Private Trust Co. NA | 0.00% | No change | 85 | $4K |
| Ameriflex Group, Inc. | 0.00% | New | 83 | $4K |
| NBT Bank, N.A. | 0.00% | Add +56.3% | 75 | $4K |
| IFG Advisory, LLC | 0.01% | New | 70 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -6.2% | 61 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | Add +7.7% | 56 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -28.8% | 52 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 44 | $2K |
| Fifth Third Bancorp | 0.00% | New | 33 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 31 | $1K |
| WestEnd Advisors, LLC | 0.00% | New | 16 | $755 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $47 |
| Aventus Investment Advisors, Inc. | 0.00% | New | 1 | $47 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $31 |
"% 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.