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

iShares Core 40/60 Moderate Allocation ETF logo
$45.69 +0.02 (+0.04%)
Closing price 07/18/2025 04:10 PM Eastern
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$45.68 -0.01 (-0.02%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
153
Total
Institutional Inflows
(last 12 months)
$201.52M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$25.48M
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025SOA 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%
5/16/2025HFM Investment Advisors LLC2,583$113K0.0%N/A0.008%
5/16/2025Jones Financial Companies Lllp11,977$576K0.0%+44.2%0.036%
5/16/2025NewEdge Advisors LLC19,038$835K0.0%-11.1%0.057%
5/16/2025Integrated Wealth Concepts LLC7,135$313K0.0%-33.6%0.021%
5/15/2025Weitzel Financial Services Inc.280,083$12.11M5.8%+2.2%0.832%
5/14/2025Summit Financial LLC4,713$207K0.0%N/A0.014%
5/12/2025SouthState Corp2,362$104K0.0%N/A0.007%
5/7/2025BlueStem Wealth Partners LLC31,536$1.38M0.2%-10.0%0.093%
4/30/2025Cornerstone Planning Group LLC4,427$190K0.0%+13.6%0.013%
4/29/2025Elite Financial Inc.1,200$52K0.0%N/A0.004%
4/29/2025Columbia River Financial Group LLC3,381$148K0.1%N/A0.010%
4/28/2025Rossby Financial LCC1,236$54K0.0%N/A0.004%
4/22/2025RFP 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%
2/21/2025Gould Capital LLC1,670$73K0.1%+21.9%0.005%
2/18/2025GTS Securities LLC7,728$336K0.0%-12.5%0.024%
2/18/2025McIlrath & Eck LLC1,759$76K0.0%-60.1%0.005%
2/18/2025Focus Partners Advisor Solutions LLC4,809$209K0.0%-32.2%0.015%
2/17/2025Waverly Advisors LLC73,281$3.18M0.0%+4.6%0.226%
2/17/2025Weitzel Financial Services Inc.274,150$11.93M5.6%+1.5%0.845%
2/17/2025Sentinus LLC17,075$742K0.2%-41.2%0.053%
2/17/2025Royal Bank of Canada318,442$13.83M0.0%+9.5%0.981%
2/17/2025NorthRock Partners LLC7,025$305K0.0%N/A0.022%
2/17/2025Focus Partners Wealth33,321$1.45M0.0%N/A0.103%
2/17/2025CoreCap Advisors LLC3,755$163K0.0%+21.0%0.012%
2/17/2025Cetera Investment Advisers93,929$4.08M0.0%-1.0%0.289%
2/17/2025Captrust Financial Advisors10,318$448K0.0%+81.9%0.032%
2/17/2025Bank of America Corp DE187,702$8.15M0.0%+0.5%0.578%
2/17/2025Ameriprise Financial Inc.402,658$17.49M0.0%+57.3%1.241%
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2/17/2025AlTi Global Inc.71,133$3.09M0.1%-11.8%0.219%
2/14/2025Mercer Global Advisors Inc. ADV6,172$268K0.0%+8.0%0.019%
2/14/2025Comerica Bank5,148$224K0.0%+241.6%0.016%
2/14/2025Bellwether Advisors LLC725$31K0.0%N/A0.002%
2/14/2025Prosperity Consulting Group LLC19,872$863K0.1%-2.4%0.061%
2/14/2025Eight 31 Financial LLC115,214$5.01M3.8%-0.5%0.355%
2/14/2025Integrated Wealth Concepts LLC10,749$467K0.0%+9.7%0.033%
2/14/2025IHT Wealth Management LLC8,639$375K0.0%-42.9%0.027%
2/14/2025Stifel Financial Corp31,194$1.36M0.0%+215.4%0.096%
2/14/2025Transce3nd LLC1,261$55K0.0%N/A0.004%
2/14/2025GeoWealth Management LLC33,306$1.45M0.0%+18.6%0.103%
2/14/2025Concourse 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%
2/13/2025Zacks Investment Management7,435$323K0.0%N/A0.023%
2/13/2025NewEdge Advisors LLC21,415$930K0.0%-6.8%0.066%
2/13/2025Insigneo Advisory Services LLC28,006$1.22M0.1%+3.7%0.086%
2/13/2025United Capital Financial Advisors LLC9,451$411K0.0%+12.3%0.029%
2/13/2025CacheTech Inc.5,135$223K0.0%+10.2%0.016%
2/13/2025Sagespring Wealth Partners LLC7,063$307K0.0%N/A0.022%
2/13/2025Scotia Capital Inc.5,484$238K0.0%N/A0.017%
2/13/2025TRUE Private Wealth Advisors58,337$2.53M0.3%+37.3%0.180%
2/13/2025Raymond James Financial Inc.735,114$31.93M0.0%N/A2.265%
2/13/2025Advisory Services Network LLC12,733$553K0.0%+63.6%0.039%
2/13/2025Renaissance Technologies LLC8,300$361K0.0%-62.9%0.026%
2/13/2025Bank of Montreal Can7,214$313K0.0%+8.7%0.022%
2/13/2025Envestnet Asset Management Inc.41,854$1.82M0.0%+0.9%0.129%
2/13/2025Wells Fargo & Company MN969,069$42.10M0.0%+317.6%2.986%
2/12/2025World Investment Advisors15,238$662K0.0%+21.4%0.047%
2/12/2025Nicolet Advisory Services LLC8,372$359K0.0%-3.5%0.026%
2/12/2025National Bank of Canada FI14,993$651K0.0%+51.7%0.046%
2/12/2025Life 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%
2/12/2025JPMorgan Chase & Co.18,011$782K0.0%-46.2%0.056%
2/12/2025Ausdal Financial Partners Inc.14,164$615K0.1%-1.7%0.044%
2/11/2025Signature Estate & Investment Advisors LLC4,610$200K0.0%-5.5%0.014%
2/11/2025Syverson Strege & Co6,893$299K0.1%-12.1%0.021%
2/11/2025LPL Financial LLC949,981$41.27M0.0%+1.2%2.928%
2/11/2025Mosley Wealth Management11,457$505K0.3%-6.3%0.035%
2/11/2025Runnymede Capital Advisors Inc.902$39K0.0%N/A0.003%
2/11/2025HUB Investment Partners LLC254,693$11.06M0.5%+9.6%0.785%
2/10/2025Taylor Financial Group Inc.54,452$2.37M1.6%+6.3%0.168%
2/10/2025Axxcess Wealth Management LLC55,802$2.42M0.1%+647.6%0.172%
2/10/2025GWN Securities Inc.8,533$371K0.1%N/A0.026%
2/10/2025 Gallacher Capital Management LLC25,110$1.09M0.5%+23.1%0.077%
2/10/2025Harbour Investments Inc.26,793$1.16M0.0%-3.9%0.083%
2/10/2025Commonwealth Equity Services LLC145,594$6.33M0.0%-1.5%0.449%
2/10/2025Avantax 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%
2/7/2025HighTower Advisors LLC18,570$807K0.0%-8.3%0.057%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
2/7/2025Founders Financial Alliance LLC1,961$85K0.0%-34.5%0.006%
2/7/2025Independent Advisor Alliance5,911$257K0.0%N/A0.018%
2/7/2025Mesirow Financial Investment Management Inc.14,220$618K0.0%+1.8%0.044%
2/6/2025Raymond James Financial Inc.735,114$31.93M0.0%N/A2.265%
2/6/2025Atria Investments Inc9,513$413K0.0%+95.7%0.029%
2/6/2025Assetmark Inc.765$33K0.0%+118.6%0.002%
2/6/2025NewSquare Capital LLC2,880$125K0.0%N/A0.009%
2/6/2025Steward Partners Investment Advisory LLC18,081$785K0.0%+51.1%0.056%
2/6/2025Jones Financial Companies Lllp8,307$361K0.0%+10.3%0.026%
2/5/2025SRS Capital Advisors Inc.8,002$348K0.0%+8.9%0.025%
(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, 268 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), Ameriprise Financial Inc. ($17.49M), Foundations Investment Advisors LLC ($15.51M), Royal Bank of Canada ($13.83M), and Kavar Capital Partners Group LLC ($12.14M).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 215 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 ($390.49K), 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 4,617,836 shares in the last 24 months. This purchase volume represents approximately $201.52M in transactions.

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

Of the 80 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), Focus Financial Network Inc. ($52.69K), Financial Enhancement Group LLC ($39.04K), LPL Financial LLC ($28.24K), AlTi Global Inc. ($24.26K), and JPMorgan Chase & Co. ($20.47K).

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

Institutional investors have sold a total of 579,306 shares in the last 24 months. This volume of shares sold represents approximately $25.48M in transactions.


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This page (NYSEARCA:AOM) was last updated on 7/19/2025 by MarketBeat.com Staff
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