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iShares Core 40/60 Moderate Allocation ETF (AOM) Institutional Ownership

iShares Core 40/60 Moderate Allocation ETF logo
$46.34 -0.09 (-0.18%)
As of 02:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$184.17M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$19.84M
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AOM Institutional Buying and Selling by Quarter

iShares Core 40/60 Moderate Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors24,917$1.15M0.0%+176.3%0.075%
8/15/2025 IHT Wealth Management LLC7,938$365K0.0%-7.0%0.024%
8/15/2025 Ameriprise Financial Inc.281,931$13.00M0.0%+6.7%0.844%
8/13/2025 RFP Financial Group LLC5,544$255K0.1%-10.4%0.017%
8/12/2025 Weitzel Financial Services Inc.277,568$12.84M5.4%-0.9%0.831%
8/12/2025 Waterloo Capital L.P.8,108$373K0.0%+48.4%0.024%
8/12/2025 JPMorgan Chase & Co.45,472$2.09M0.0%+148.3%0.136%
8/8/2025 IMA Advisory Services Inc.11,244$498K0.1%+19.8%0.034%
7/23/2025 Venturi Wealth Management LLC5,655$260K0.0%+9.8%0.017%
7/23/2025 WestEnd Advisors LLC631$29K0.0%+1,007.0%0.002%
7/18/2025 SOA Wealth Advisors LLC.2,659$122K0.0%-17.7%0.008%
7/17/2025 Janney Montgomery Scott LLC4,494$207K0.0%-64.9%0.013%
7/14/2025 AdvisorNet Financial Inc3,908$180K0.0%+6.5%0.012%
7/11/2025 Farther Finance Advisors LLC1,937$89K0.0%+85.2%0.006%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.31,476$1.45M0.2%+2,551.7%0.094%
5/16/2025 HFM Investment Advisors LLC2,583$113K0.0%N/A0.008%
5/16/2025 Jones Financial Companies Lllp11,977$576K0.0%+44.2%0.036%
5/16/2025 NewEdge Advisors LLC19,038$835K0.0%-11.1%0.057%
5/16/2025 Integrated Wealth Concepts LLC7,135$313K0.0%-33.6%0.021%
5/15/2025 Weitzel Financial Services Inc.280,083$12.11M5.8%+2.2%0.832%
5/14/2025 Summit Financial LLC4,713$207K0.0%N/A0.014%
5/12/2025 SouthState Corp2,362$104K0.0%N/A0.007%
5/7/2025 BlueStem Wealth Partners LLC31,536$1.38M0.2%-10.0%0.093%
4/30/2025 Cornerstone Planning Group LLC4,427$190K0.0%+13.6%0.013%
4/29/2025 Elite Financial Inc.1,200$52K0.0%N/A0.004%
4/29/2025 Columbia River Financial Group LLC3,381$148K0.1%N/A0.010%
4/28/2025 Rossby Financial LCC1,236$54K0.0%N/A0.004%
4/22/2025 RFP Financial Group LLC6,187$272K0.1%+8.3%0.018%
4/21/2025 Proathlete Wealth Management LLC3,620$159K0.1%N/A0.011%
4/17/2025 Janney Montgomery Scott LLC12,801$562K0.0%-88.8%0.039%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,187$52K0.0%+111.2%0.004%
4/9/2025 NBC Securities Inc.950$41K0.0%N/A0.003%
4/8/2025 Global Financial Private Client LLC20,101$882K0.3%+8.9%0.061%
4/7/2025 AdvisorNet Financial Inc3,670$161K0.0%+11.7%0.011%
2/22/2025American Trust165,906$7.21M0.5%N/A0.511%
2/21/2025 Gould Capital LLC1,670$73K0.1%+21.9%0.005%
2/18/2025 GTS Securities LLC7,728$336K0.0%-12.5%0.024%
2/18/2025 McIlrath & Eck LLC1,759$76K0.0%-60.1%0.005%
2/18/2025 Focus Partners Advisor Solutions LLC4,809$209K0.0%-32.2%0.015%
2/17/2025 Waverly Advisors LLC73,281$3.18M0.0%+4.6%0.226%
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2/17/2025 Weitzel Financial Services Inc.274,150$11.93M5.6%+1.5%0.845%
2/17/2025 Sentinus LLC17,075$742K0.2%-41.2%0.053%
2/17/2025 Royal Bank of Canada318,442$13.83M0.0%+9.5%0.981%
2/17/2025 NorthRock Partners LLC7,025$305K0.0%N/A0.022%
2/17/2025 Focus Partners Wealth33,321$1.45M0.0%N/A0.103%
2/17/2025 CoreCap Advisors LLC3,755$163K0.0%+21.0%0.012%
2/17/2025 Cetera Investment Advisers93,929$4.08M0.0%-1.0%0.289%
2/17/2025 Captrust Financial Advisors10,318$448K0.0%+81.9%0.032%
2/17/2025 Bank of America Corp DE187,702$8.15M0.0%+0.5%0.578%
2/17/2025 Ameriprise Financial Inc.402,658$17.49M0.0%+57.3%1.241%
2/17/2025 AlTi Global Inc.71,133$3.09M0.1%-11.8%0.219%
2/14/2025 Mercer Global Advisors Inc. ADV6,172$268K0.0%+8.0%0.019%
2/14/2025 Comerica Bank5,148$224K0.0%+241.6%0.016%
2/14/2025 Bellwether Advisors LLC725$31K0.0%N/A0.002%
2/14/2025 Prosperity Consulting Group LLC19,872$863K0.1%-2.4%0.061%
2/14/2025 Eight 31 Financial LLC115,214$5.01M3.8%-0.5%0.355%
2/14/2025 Integrated Wealth Concepts LLC10,749$467K0.0%+9.7%0.033%
2/14/2025 IHT Wealth Management LLC8,639$375K0.0%-42.9%0.027%
2/14/2025 Stifel Financial Corp31,194$1.36M0.0%+215.4%0.096%
2/14/2025 Transce3nd LLC1,261$55K0.0%N/A0.004%
2/14/2025 GeoWealth Management LLC33,306$1.45M0.0%+18.6%0.103%
2/14/2025 Concourse Financial Group Securities Inc.29,522$1.30M0.1%+7.2%0.091%
2/14/2025Adams Wealth Management5,135$223K0.0%+10.2%0.016%
2/13/2025 Zacks Investment Management7,435$323K0.0%N/A0.023%
2/13/2025 NewEdge Advisors LLC21,415$930K0.0%-6.8%0.066%
2/13/2025 Insigneo Advisory Services LLC28,006$1.22M0.1%+3.7%0.086%
2/13/2025 United Capital Financial Advisors LLC9,451$411K0.0%+12.3%0.029%
2/13/2025CacheTech Inc.5,135$223K0.0%+10.2%0.016%
2/13/2025 Sagespring Wealth Partners LLC7,063$307K0.0%N/A0.022%
2/13/2025 Scotia Capital Inc.5,484$238K0.0%N/A0.017%
2/13/2025 TRUE Private Wealth Advisors58,337$2.53M0.3%+37.3%0.180%
2/13/2025 Raymond James Financial Inc.735,114$31.93M0.0%N/A2.265%
2/13/2025Advisory Services Network LLC12,733$553K0.0%+63.6%0.039%
2/13/2025 Renaissance Technologies LLC8,300$361K0.0%-62.9%0.026%
2/13/2025 Bank of Montreal Can7,214$313K0.0%+8.7%0.022%
2/13/2025 Envestnet Asset Management Inc.41,854$1.82M0.0%+0.9%0.129%
2/13/2025 Wells Fargo & Company MN969,069$42.10M0.0%+317.6%2.986%
2/12/2025 World Investment Advisors15,238$662K0.0%+21.4%0.047%
2/12/2025 Nicolet Advisory Services LLC8,372$359K0.0%-3.5%0.026%
2/12/2025 National Bank of Canada FI14,993$651K0.0%+51.7%0.046%
2/12/2025 Life Planning Partners Inc31,277$1.36M0.2%N/A0.096%
2/12/2025Tucker Asset Management LLC2,040$89K0.0%N/A0.006%
2/12/2025Orion Portfolio Solutions LLC10,630$462K0.0%N/A0.033%
2/12/2025 JPMorgan Chase & Co.18,011$782K0.0%-46.2%0.056%
2/12/2025 Ausdal Financial Partners Inc.14,164$615K0.1%-1.7%0.044%
2/11/2025 Signature Estate & Investment Advisors LLC4,610$200K0.0%-5.5%0.014%
2/11/2025 Syverson Strege & Co6,893$299K0.1%-12.1%0.021%
2/11/2025 LPL Financial LLC949,981$41.27M0.0%+1.2%2.928%
2/11/2025Mosley Wealth Management11,457$505K0.3%-6.3%0.035%
2/11/2025 Runnymede Capital Advisors Inc.902$39K0.0%N/A0.003%
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2/11/2025 HUB Investment Partners LLC254,693$11.06M0.5%+9.6%0.785%
2/10/2025 Taylor Financial Group Inc.54,452$2.37M1.6%+6.3%0.168%
2/10/2025 Axxcess Wealth Management LLC55,802$2.42M0.1%+647.6%0.172%
2/10/2025 GWN Securities Inc.8,533$371K0.1%N/A0.026%
2/10/2025 Gallacher Capital Management LLC25,110$1.09M0.5%+23.1%0.077%
2/10/2025 Harbour Investments Inc.26,793$1.16M0.0%-3.9%0.083%
2/10/2025 Commonwealth Equity Services LLC145,594$6.33M0.0%-1.5%0.449%
2/10/2025 Avantax Advisory Services Inc.21,572$937K0.0%-1.2%0.066%
2/10/2025 Farther Finance Advisors LLC1,172$51K0.0%+551.1%0.004%
2/7/2025 HighTower Advisors LLC18,570$807K0.0%-8.3%0.057%
(Data available from 1/1/2016 forward)

AOM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOM shares?

During the previous two years, 260 institutional investors and hedge funds held shares of iShares Core 40/60 Moderate Allocation ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($42.10M), LPL Financial LLC ($41.27M), Raymond James Financial Inc. ($31.93M), Foundations Investment Advisors LLC ($15.51M), Royal Bank of Canada ($13.83M), Ameriprise Financial Inc. ($13.00M), and Weitzel Financial Services Inc. ($12.84M).Learn more on iShares Core 40/60 Moderate Allocation ETF's institutional investors.

Which institutional investors have been buying iShares Core 40/60 Moderate Allocation ETF's stock?

Of the 211 institutional investors that purchased iShares Core 40/60 Moderate Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($1.50M), Raymond James Financial Inc. ($1.47M), Raymond James & Associates ($1.00M), International Assets Investment Management LLC ($383.73K), Foundations Investment Advisors LLC ($376.61K), Kavar Capital Partners Group LLC ($269.07K), and Wealthspire Advisors LLC ($253.98K).

How much institutional buying is happening at iShares Core 40/60 Moderate Allocation ETF?

Institutional investors have bought a total of 4,209,821 shares in the last 24 months. This purchase volume represents approximately $184.17M in transactions.

Which of iShares Core 40/60 Moderate Allocation ETF's major shareholders have been selling company stock?

Of the 72 institutional investors that sold iShares Core 40/60 Moderate Allocation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($113.03K), Janney Montgomery Scott LLC ($109.97K), Financial Enhancement Group LLC ($39.04K), JPMorgan Chase & Co. ($20.47K), Brookstone Capital Management ($15.69K), Renaissance Technologies LLC ($14.10K), and Sentinus LLC ($11.95K).

How much institutional selling is happening at iShares Core 40/60 Moderate Allocation ETF?

Institutional investors have sold a total of 447,990 shares in the last 24 months. This volume of shares sold represents approximately $19.84M in transactions.


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This page (NYSEARCA:AOM) was last updated on 8/20/2025 by MarketBeat.com Staff
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