iShares Core 40/60 ModerateAOMETF
13F holders, Q2 2026 (June 30)300holders +6
30new positions
24sold out
2famous investors
$49.86avg. 13F price*
At the end of Q2 2026, 300 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 6 from Q1 2026. 30 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($153.0M), LPL Financial LLC ($60.3M) and Foundations Investment Advisors, LLC ($28.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $14.1M |
| Exits | 24 | $17.6M |
All 13F filers, Q1 2026 → Q2 2026: 901,324 shares bought and 906,831 shares sold, net −5,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| BlackRock, Inc. | 0.00% | Add +1.4% | 3,067,353 | $153.0M |
| LPL Financial LLC | 0.01% | Reduce -4.0% | 1,208,139 | $60.3M |
| Foundations Investment Advisors, LLC | 0.30% | Add +3.0% | 576,705 | $28.8M |
| Morgan Stanley | 0.00% | Reduce -24.4% | 540,513 | $27.0M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 340,210 | $17.0M |
| Weitzel Financial Services, Inc. | 5.29% | Add +0.8% | 315,749 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +4.0% | 305,020 | $15.2M |
| AJ Advisors, LLC | 4.39% | Add +3.0% | 283,095 | $14.1M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 273,226 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 258,799 | $12.9M |
| Cetera Investment Advisers | 0.01% | Add +8.3% | 233,786 | $11.7M |
| Wedbush Securities Inc. | 0.25% | Add +1941.1% | 193,700 | $9.7M |
| Weaver Consulting Group | 1.82% | Add +1.0% | 178,155 | $8.9M |
| Investment Advisory Group, LLC | 1.75% | Add +8.1% | 161,473 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 154,781 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.7% | 146,926 | $7.3M |
| Lodestar Private Asset Management LLC | 0.63% | Reduce -2.9% | 145,264 | $7.2M |
| Ameritas Advisory Services, LLC | 0.14% | Add +80.6% | 137,083 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.4% | 119,528 | $6.0M |
| Western Wealth Management, LLC | 0.19% | Add +23.6% | 117,762 | $5.9M |
| Royal Fund Management, LLC | 0.47% | Add +2.9% | 113,660 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 110,495 | $5.5M |
| Focus Financial Network, Inc. | 0.17% | Reduce -5.4% | 109,571 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +1.0% | 90,161 | $4.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.5% | 84,372 | $4.2M |
| Ellenbecker Investment Group | 0.48% | Add +2.7% | 83,370 | $4.2M |
| Hershey Financial Advisers, LLC | 2.93% | Add +2.6% | 81,878 | $4.1M |
| Taylor Financial Group, Inc. | 2.22% | Add +4.5% | 81,107 | $4.0M |
| Onyx Bridge Wealth Group LLC | 0.36% | Add +2.2% | 79,435 | $4.0M |
| Focus Partners Wealth | 0.00% | Reduce -0.3% | 76,819 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 75,237 | $3.8M |
| Brookstone Capital Management | 0.04% | Reduce -0.1% | 73,102 | $3.6M |
| Consilium Wealth Advisory, LLC | 1.07% | Reduce -6.1% | 71,955 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 71,928 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.8% | 67,914 | $3.4M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.3% | 65,998 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.4% | 65,263 | $3.3M |
| Basso Capital Management, L.P. | 0.77% | New | 62,530 | $3.1M |
| Jim Saulnier & Associates, LLC | 1.25% | Add +9.4% | 62,051 | $3.1M |
| AE Wealth Management LLC | 0.01% | Add +392.9% | 62,037 | $3.1M |
| VVR Holdings LLC | 1.26% | Reduce -4.8% | 58,410 | $2.9M |
| American Trust | 0.22% | Add +142.9% | 57,302 | $2.9M |
| Cogent Private Wealth, Inc. | 1.66% | New | 53,182 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 49,723 | $2.5M |
| Aspiriant, LLC | 0.06% | No change | 49,669 | $2.5M |
| TRUE Private Wealth Advisors | 0.21% | Add +0.1% | 49,534 | $2.5M |
| GTS Securities LLC | 0.05% | Reduce -66.1% | 47,720 | $2.4M |
| Enclave Advisors LLC | 0.29% | Reduce -2.7% | 45,013 | $2.2M |
| Beacon Financial Advisory LLC | 0.44% | Add +0.7% | 44,541 | $2.2M |
| Manske Wealth Management | 0.52% | Add +0.5% | 42,211 | $2.1M |
| Seeds Investor LLC | 0.21% | Reduce -40.9% | 41,898 | $2.1M |
| Denver Wealth Management, Inc. | 0.59% | Add +14.3% | 41,217 | $2.1M |
| High Net Worth Advisory Group LLC | 0.40% | Add +18.0% | 37,300 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 36,221 | $1.8M |
| National Bank of Canada | 0.00% | Add +5.3% | 35,706 | $1.8M |
| LifePlan Financial, LLC | 1.22% | Reduce -6.1% | 35,023 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +15.5% | 34,862 | $1.7M |
| Milestone Asset Management, LLC | 0.25% | Add +1.3% | 32,354 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +3.7% | 31,105 | $1.6M |
| Legacy Wealth Partners, LLC | 0.35% | Reduce -0.4% | 30,901 | $1.5M |
| UBS Group AG | 0.00% | Reduce -10.2% | 30,074 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -2.5% | 29,810 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +22.2% | 29,581 | $1.5M |
| Insigneo Advisory Services, LLC | 0.05% | Add +0.1% | 27,928 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.73% | Add +0.0% | 27,229 | $1.4M |
| R2 Capital Strategies, LLC | 0.61% | — | 26,909 | $1.3M |
| HUB Investment Partners, LLC | 0.02% | Reduce -25.0% | 26,573 | $1.3M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -9.4% | 26,284 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.13% | Reduce -2.3% | 25,510 | $1.3M |
| RDA Financial Network | 0.26% | Add +0.2% | 24,320 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Reduce -2.2% | 24,050 | $1.2M |
| Hanover Advisors Inc. | 0.42% | Reduce -27.9% | 23,569 | $1.2M |
| Arq Wealth Advisors, LLC | 0.14% | New | 23,725 | $1.2M |
| Sovereign Financial Group, Inc. | 0.18% | Add +5.7% | 23,159 | $1.2M |
| MCF Advisors LLC | 0.04% | New | 23,081 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 22,907 | $1.1M |
| Fort Henry Capital, LLC | 0.63% | Add +0.5% | 22,793 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +2.6% | 22,162 | $1.1M |
| Rothschild Wealth LLC | 0.09% | Reduce -7.7% | 22,004 | $1.1M |
| Global Financial Private Client, LLC | 0.29% | Reduce -0.3% | 21,238 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Add +9.8% | 21,076 | $1.1M |
| Blair William & Co. | 0.00% | No change | 20,981 | $1.0M |
| Eight 31 Financial, LLC | 0.62% | No change | 20,863 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +35.3% | 20,769 | $1.0M |
| One Capital Management, LLC | 0.03% | No change | 21,860 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.37% | Add +21.0% | 20,623 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +28.6% | 19,596 | $978K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -18.3% | 19,443 | $970K |
| CGN Advisors LLC | 0.07% | Add +0.7% | 19,198 | $958K |
| Mariner, LLC | 0.00% | Reduce -32.6% | 19,041 | $950K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -0.2% | 19,037 | $950K |
| Thrive Capital Management, LLC | 0.18% | Reduce -7.1% | 18,811 | $938K |
| World Investment Advisors | 0.02% | No change | 19,748 | $935K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.4% | 18,319 | $914K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 17,818 | $889K |
| Cerity Partners LLC | 0.00% | Add +43.6% | 17,670 | $882K |
| Legacy Financial Group LLC | 0.10% | Add +3.6% | 17,494 | $873K |
| Marino, Stram & Associates LLC | 0.14% | Reduce -1.2% | 17,465 | $871K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -11.1% | 16,989 | $848K |
| Waterloo Capital, L.P. | 0.05% | Add +14.4% | 16,829 | $840K |
| Gilpin Wealth Management, LLC | 0.57% | Add +17.6% | 16,617 | $829K |
| Gallacher Capital Management LLC | 0.45% | Reduce -37.0% | 15,912 | $794K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.2% | 15,286 | $763K |
| AlTi Global, Inc. | 0.02% | Reduce -0.0% | 15,013 | $749K |
| Northstar Group, Inc. | 0.10% | Reduce -3.3% | 14,795 | $738K |
| Unique Wealth, LLC | 0.09% | Add +40.2% | 14,722 | $734K |
| L.K. Benson & Company, P.C. | 0.22% | Add +38.2% | 14,329 | $715K |
| Advisory Services Network, LLC | 0.01% | Add +6.0% | 14,240 | $710K |
| FMR LLC | 0.00% | Add +196.5% | 13,975 | $697K |
| Potentia Wealth | 0.28% | Add +0.5% | 13,902 | $694K |
| MAI Capital Management | 0.00% | Reduce -2.4% | 13,697 | $683K |
| SteelPeak Wealth, LLC | 0.02% | Add +3.1% | 13,349 | $666K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.3% | 13,140 | $656K |
| Hopwood Nicholas Hunter | 0.18% | Reduce -2.7% | 12,889 | $643K |
| Visionary Wealth Advisors | 0.03% | Add +0.9% | 12,888 | $643K |
| Money Concepts Capital Corp. | 0.03% | Reduce -21.4% | 12,784 | $638K |
| Wealth Forward, LLC | 0.31% | Reduce -0.1% | 12,335 | $615K |
| Armstrong, Fleming & Moore, Inc | 0.20% | Add +0.7% | 12,121 | $605K |
| Captrust Financial Advisors | 0.00% | Add +47.8% | 11,974 | $597K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 11,971 | $597K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -1.3% | 11,918 | $595K |
| CENTRAL TRUST Co | 0.01% | Reduce -18.0% | 11,754 | $586K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 11,672 | $582K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +9.6% | 11,587 | $578K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +7.5% | 11,532 | $575K |
| Ascent Group, LLC | 0.02% | Add +11.0% | 11,287 | $563K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.5% | 11,164 | $557K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.8% | 11,063 | $552K |
| Laurel Oak Wealth Management, LLC | 0.08% | Reduce -14.9% | 10,925 | $545K |
| Clear Creek Financial Management, LLC | 0.04% | Add +4.2% | 10,895 | $544K |
| BridgePort Financial Solutions, LLC | 0.14% | Reduce -8.9% | 10,857 | $542K |
| Investment Partners, LTD. | 0.17% | Add +0.6% | 10,606 | $529K |
| Integrity Financial Corp | 0.25% | Reduce -7.5% | 10,573 | $527K |
| Bessemer Group Inc. | 0.00% | New | 10,525 | $525K |
| Heirloom Wealth Management | 0.08% | Add +3.6% | 10,467 | $522K |
| Equitable Holdings, Inc. | 0.00% | Reduce -41.0% | 10,404 | $519K |
| Centaurus Financial, Inc. | 0.02% | Add +0.6% | 10,371 | $517K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +14.8% | 10,141 | $506K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +0.3% | 9,408 | $469K |
| SimpliFi, Inc. | 0.18% | Add +2.8% | 9,337 | $466K |
| Mendel Capital Management LLC | 0.21% | No change | 9,280 | $463K |
| First Heartland Consultants, Inc. | 0.03% | Add +7.2% | 8,937 | $446K |
| IMA Advisory Services, Inc. | 0.03% | Add +178.3% | 8,885 | $443K |
| Cornerstone Planning Group LLC | 0.05% | Add +32.0% | 8,770 | $430K |
| RTD Financial Advisors, Inc. | 0.05% | Add +2.8% | 8,403 | $419K |
| Bay Harbor Wealth Management, LLC | 0.09% | No change | 8,152 | $407K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -15.3% | 8,120 | $405K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 8,093 | $404K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 8,080 | $403K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 8,080 | $403K |
| Westmount Partners, LLC | 0.09% | Add +1.7% | 8,074 | $403K |
| Kastel Capital Advisors, LLC | 0.25% | No change | 8,440 | $400K |
| CFO4Life Group, LLC | 0.05% | No change | 7,935 | $396K |
| GeoWealth Management, LLC | 0.01% | Add +2.2% | 7,916 | $395K |
| Lido Advisors, LLC | 0.00% | Reduce -4.9% | 7,901 | $394K |
| Maxele Advisors, LLC | 0.27% | — | 7,866 | $392K |
| AQR Capital Management | 0.00% | No change | 7,820 | $390K |
| Capital Asset Managemnet, LLC | 0.87% | Reduce -14.5% | 7,761 | $387K |
| Phil A. Younker & Associates, Ltd. | 0.26% | No change | 7,609 | $380K |
| RFG Advisory, LLC | 0.01% | Add +0.7% | 7,439 | $371K |
| Centennial Advisors, LLC | 0.43% | New | 7,220 | $360K |
| Citadel Advisors | 0.00% | Reduce -51.9% | 7,114 | $355K |
| Creative Planning | 0.00% | Add +27.0% | 7,070 | $353K |
| Xena Financial Planning, LLC | 0.33% | No change | 6,960 | $347K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.2% | 6,879 | $343K |
| Leading Edge Financial Planning LLC | 0.06% | No change | 6,597 | $329K |
| Bright Futures Wealth Management, LLC. | 0.21% | Reduce -2.2% | 6,549 | $327K |
| Premier Private Wealth Management LLC | 0.28% | Reduce -21.9% | 6,513 | $325K |
| Claro Advisors Inc. | 0.03% | No change | 6,450 | $322K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 6,429 | $321K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,427 | $321K |
| HRT Financial LP | 0.00% | New | 6,376 | $318K |
| Jane Street Group, LLC | 0.00% | New | 6,371 | $318K |
| Worth Financial Advisory Group, LLC | 0.13% | New | 6,355 | $317K |
| GWN Securities Inc. | 0.05% | Reduce -31.8% | 6,279 | $313K |
| Atria Investments, Inc | 0.00% | Add +37.9% | 6,271 | $313K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -1.0% | 6,219 | $310K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,207 | $310K |
| Syverson Strege & Co | 0.07% | Reduce -4.0% | 6,162 | $307K |
| MKD Wealth Coaches, LLC | 0.26% | Add +7.7% | 6,118 | $305K |
| Assetmark, Inc. | 0.00% | Add +742.4% | 6,099 | $304K |
| Sherman Wealth Management LLC | 0.23% | Add +13.2% | 6,092 | $304K |
| Arax Advisory Partners | 0.00% | Reduce -10.3% | 6,044 | $302K |
| PFG Advisors | 0.01% | Add +2.9% | 5,973 | $298K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 5,923 | $296K |
| Integrity Wealth Solutions LLC | 0.11% | Add +0.6% | 5,820 | $290K |
| Aprio Wealth Management, LLC | 0.01% | No change | 5,700 | $284K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,699 | $284K |
| Empirical Asset Management, LLC | 0.06% | Add +0.1% | 5,682 | $283K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 5,616 | $280K |
| TPG Financial Advisors, LLC | 0.08% | Add +3.8% | 5,525 | $276K |
| Scotia Capital Inc. | 0.00% | No change | 5,484 | $274K |
| Silver Oak Securities, Incorporated | 0.02% | New | 5,480 | $273K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -3.3% | 5,466 | $273K |
| Fiduciary Financial Group, LLC | 0.03% | Add +1.7% | 5,245 | $262K |
| Mosley Wealth Management | 0.08% | Reduce -51.2% | 5,228 | $261K |
| Smith Partners Wealth Management, LLC | 0.21% | Add +8.6% | 5,215 | $260K |
| Venturi Wealth Management, LLC | 0.01% | Add +3.0% | 5,188 | $259K |
| CoreCap Advisors, LLC | 0.01% | Add +5.5% | 5,056 | $252K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 5,006 | $250K |
| First Commonwealth Financial Corp | 0.03% | No change | 5,000 | $249K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -1.5% | 4,938 | $246K |
| Diversify Advisory Services, LLC | 0.00% | New | 4,945 | $242K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -7.7% | 4,945 | $242K |
| Qube Research & Technologies Ltd | 0.00% | Add +40.4% | 4,796 | $239K |
| Madrid Financial Services | 0.13% | Add +5.0% | 4,739 | $236K |
| BSW Wealth Partners | 0.03% | New | 4,696 | $234K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.1% | 4,687 | $234K |
| Columbia River Financial Group, LLC | 0.12% | Add +2.2% | 4,651 | $232K |
| Bank of Montreal | 0.00% | Reduce -54.5% | 4,633 | $231K |
| Lebenthal Global Advisors, LLC | 0.03% | New | 4,623 | $231K |
| Plan Group Financial, LLC | 0.05% | Reduce -46.2% | 4,514 | $225K |
| Cardinal Point Capital Management ULC | 0.01% | Reduce -2.8% | 4,454 | $222K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 4,400 | $220K |
| National Wealth Management Group, LLC | 0.07% | Reduce -9.0% | 4,349 | $217K |
| Aquire Wealth Advisors, LLC | 0.05% | New | 4,327 | $216K |
| Capital Analysts, LLC | 0.01% | Add +1023.0% | 4,301 | $215K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 4,297 | $214K |
| Wealthgarden F.S. LLC | 0.12% | No change | 4,231 | $211K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,190 | $209K |
| Nicolet Bankshares Inc. | 0.01% | New | 4,216 | $209K |
| Mission Wealth Management, LP | 0.00% | Reduce -13.7% | 4,132 | $206K |
| BOS Asset Management, LLC | 0.05% | New | 4,115 | $205K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -8.1% | 4,050 | $202K |
| Vines Capital Management, LLC | 0.17% | New | 4,035 | $201K |
| Ssa Swiss Advisors AG | 0.07% | No change | 4,003 | $200K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.3% | 3,979 | $198K |
| Parallel Advisors, LLC | 0.00% | Add +60.8% | 3,907 | $195K |
| Proathlete Wealth Management LLC | 0.05% | Add +0.7% | 3,743 | $187K |
| Allworth Financial LP | 0.00% | Reduce -9.0% | 3,592 | $179K |
| Schuylkill Financial LLC | 0.16% | — | 3,491 | $174K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $169K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -20.6% | 3,147 | $157K |
| Montgomery Financial Services LLC | 0.12% | — | 2,833 | $141K |
| AdvisorNet Financial, Inc | 0.01% | Add +18.9% | 2,675 | $133K |
| Global Retirement Partners, LLC | 0.00% | — | 2,659 | $133K |
| Lanark Financial, Inc. | 0.01% | Add +8.4% | 2,580 | $129K |
| Evolution Wealth Management Inc. | 0.07% | Reduce -2.1% | 2,469 | $123K |
| Kingdom Financial Group LLC. | 0.03% | New | 2,145 | $107K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -3.8% | 2,018 | $101K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -27.0% | 1,984 | $99K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 1,937 | $97K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,903 | $95K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,738 | $86K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,701 | $85K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -4.4% | 1,652 | $82K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,645 | $82K |
| HFM Investment Advisors, LLC | 0.03% | Add +0.4% | 1,637 | $82K |
| Pacific Center for Financial Services | 0.02% | Add +0.6% | 1,604 | $80K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.5% | 1,512 | $75K |
| 1 North Wealth Services LLC | 0.02% | Reduce -6.1% | 1,498 | $75K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,500 | $75K |
| JNBA Financial Advisors | 0.01% | Add +0.7% | 1,386 | $69K |
| Rossby Financial, LCC | 0.01% | Add +2.9% | 1,272 | $63K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.7% | 1,214 | $61K |
| Fifth Third Bancorp | 0.00% | Add +2263.6% | 780 | $39K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.0% | 710 | $35K |
| SouthState Bank Corp | 0.00% | Reduce -3.3% | 641 | $32K |
| Wolff Wiese Magana LLC | 0.01% | Add +0.5% | 635 | $32K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $30K |
| Archer Investment Corp | 0.01% | Add +0.2% | 523 | $26K |
| Regatta Research & Money Management | 0.02% | — | 512 | $26K |
| United Community Bank | 0.01% | No change | 500 | $25K |
| Lodestone Wealth Management LLC | 0.01% | Reduce -6.0% | 482 | $24K |
| Capital Advisor Network LLC | 0.03% | Reduce -22.7% | 471 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.7% | 446 | $22K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | New | 407 | $20K |
| Spire Wealth Management | 0.00% | No change | 405 | $20K |
| Elevated Capital Advisors, LLC | 0.01% | Add +0.5% | 369 | $18K |
| Dunhill Financial, LLC | 0.00% | No change | 365 | $18K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +0.6% | 364 | $18K |
| Compass Financial Management LLC | 0.00% | — | 362 | $18K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 320 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 314 | $16K |
| Delta Asset Management LLC | 0.00% | Reduce -25.9% | 300 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.4% | 288 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 270 | $13K |
| Ascentis Independent Advisors | 0.03% | Reduce -78.1% | 243 | $12K |
| JPL Wealth Management, LLC | 0.00% | No change | 216 | $11K |
| Manning & Napier Advisors LLC | 0.00% | New | 208 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | New | 200 | $10K |
| Purpose Unlimited Inc. | 0.00% | No change | 196 | $10K |
| Fiduciary Financial Advisors | 0.00% | New | 150 | $7K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $7K |
| Mather Group, Llc. | 0.00% | Add +0.8% | 133 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 128 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.9% | 122 | $6K |
| IFG Advisory, LLC | 0.00% | Add +65.7% | 116 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 110 | $5K |
| SHP Wealth Management | 0.00% | No change | 100 | $5K |
| Highland Investment Advisors LLC | 0.00% | — | 88 | $4K |
| Private Trust Co. NA | 0.00% | No change | 85 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 83 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +16.4% | 71 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 38 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 31 | $2K |
| WestEnd Advisors, LLC | 0.00% | Reduce -81.3% | 3 | $153 |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 1 | $50 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $32 |
"% 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.