13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
AOM

ISHARES CORE 40/60 MODERATE

309 institutions still hold ISHARES CORE 40/60 MODERATE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289875·Exchange Traded Fund·309 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.9%
vs prior quarter
13F value held
$424M
56.0% inst. owned
of float
Holders
309
-71 QoQ
filers reporting
Activity
+76 / −91
+861 added · −808 reduced
this quarter
Concentration
33.81%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

309 institutions reported AOM in Q1 2026. BlackRock, Inc. leads at 33.8% of the visible book. -71 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$143M3.0M0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$60M1.3M0.02%Q1 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
$15M313K5.59%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M293K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M287K0.00%Q1 202609
AJ Advisors, LLC
CIK 0001951167
$13M275K4.83%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M262K0.00%Q1 202611
KAVAR CAPITAL PARTNERS GROUP, LLC
CIK 0001841766
$12M260K1.54%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$10M216K0.01%Q1 202613
Weaver Consulting Group
CIK 0001780055
$8M176K1.99%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M156K0.01%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M151K0.01%Q1 202616
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$7M150K0.70%Q1 202617
Investment Advisory Group, LLC
CIK 0001910273
$7M149K1.80%Q1 202618
GTS SECURITIES LLC
CIK 0001452765· Market maker
$7M141K0.24%Q1 202619
Focus Financial Network, Inc.
CIK 0002010942
$5M116K0.20%Q1 202620
Royal Fund Management, LLC
CIK 0001810099
$5M110K0.50%Q1 2026
Page 1 of 16
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