# ISHARES TR CORE 40/60 MODER

ISHARES TR CORE 40/60 MODER is a security (CUSIP 464289875) tracked across SEC portfolio filings. 312 institutional managers reported $621.8M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES TR
- Class: CORE 40/60 MODER
- CUSIP: 464289875
- 13F holders: 312
- 13F value: $621.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 312 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $143.4M | 3,026,406 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $59.6M | 1,257,761 |
| MORGAN STANLEY | NEW YORK, NY | $33.9M | 714,713 |
| [Foundations Investment Advisors, LLC](https://search.stillhousedata.com/firm/175083) | 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](https://search.stillhousedata.com/firm/321606) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $10.2M | 215,782 |
| Weaver Consulting Group | HUNTINGTON BEACH, CA | $8.9M | 178,155 |
| Investment Advisory Group, LLC | HANOVER, MA | $8.1M | 161,473 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $7.3M | 146,926 |
| [LODESTAR PRIVATE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/107638) | ALAMO, CA | $7.2M | 145,264 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $7.2M | 151,012 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464289875.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.