13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
AOM

ISHARES CORE 40/60 MODERATE

313 institutions still hold ISHARES CORE 40/60 MODERATE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289875·Exchange Traded Fund·313 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$432M
visible holders
Holders
313
filers reporting
Concentration
35.43%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

313 institutions reported AOM in Q2 2026. BlackRock, Inc. leads at 35.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$153M3.1M0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$60M1.2M0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$34M715K0.00%Q1 202604
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$27M560K0.33%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$16M337K0.00%Q1 202606
Weitzel Financial Services, Inc.
CIK 0001846789
$16M316K5.29%Q2 202607
AJ Advisors, LLC
CIK 0001951167
$14M283K4.39%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M293K0.00%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M287K0.00%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M262K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$10M216K0.01%Q1 202612
Weaver Consulting Group
CIK 0001780055
$9M178K1.82%Q2 202613
Investment Advisory Group, LLC
CIK 0001910273
$8M161K1.75%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M147K0.01%Q2 202615
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$7M145K0.63%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M151K0.01%Q1 202617
GTS SECURITIES LLC
CIK 0001452765· Market maker
$7M141K0.24%Q1 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M125K0.02%Q1 202619
Royal Fund Management, LLC
CIK 0001810099
$6M114K0.47%Q2 202620
Focus Financial Network, Inc.
CIK 0002010942
$5M110K0.17%Q2 2026
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