ISHARES TR CORE 40/60 MODER is a security (CUSIP 464289875) tracked across SEC portfolio filings. 309 institutional managers reported $620.4M on Form 13F as of 2026-06-30.
Showing 15 of 309 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $143.4M | 3,026,406 |
| LPL Financial LLC | FORT MILL, SC | $59.6M | 1,257,761 |
| MORGAN STANLEY | NEW YORK, NY | $33.9M | 714,713 |
| Foundations Investment Advisors, LLC | PHOENIX, AZ | $26.5M | 559,991 |
| Royal Bank of Canada | TORONTO, A6 | $15.9M | 336,701 |
| Weitzel Financial Services, Inc. | DUBUQUE, IA | $15.6M | 315,749 |
| AJ Advisors, LLC | NASHVILLE, TN | $14.1M | 283,095 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $13.9M | 293,205 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $13.6M | 287,469 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $10.2M | 215,782 |
| Weaver Consulting Group | HUNTINGTON BEACH, CA | $8.9M | 178,155 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $7.3M | 146,926 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | ALAMO, CA | $7.2M | 145,264 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $7.2M | 151,012 |
| Investment Advisory Group, LLC | HANOVER, MA | $7.1M | 149,318 |