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

iShares Core 40/60 Moderate Allocation ETF logo
$50.00 -0.08 (-0.16%)
As of 04:10 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)
27
Total
Institutional Inflows
(last 12 months)
$16.88M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.17M
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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
7/8/2026 Thurston Springer Miller Herd & Titak Inc.20,623$1.03M0.4%+21.0%0.057%
7/7/2026 CoreCap Advisors LLC5,056$252K0.0%+5.6%0.014%
5/19/2026McIlrath & Eck LLC1,249$59K0.0%-30.6%0.004%
5/13/2026Godshalk Welsh Capital Management Inc.27,224$1.29M0.8%+24.9%0.077%
5/7/2026 Parallel Advisors LLC2,430$115K0.0%-31.6%0.007%
5/6/2026 Cornerstone Planning Group LLC6,645$326K0.0%+71.9%0.019%
5/1/2026American Trust23,589$1.12M0.1%-7.7%0.067%
4/30/2026 Weitzel Financial Services Inc.313,078$14.85M5.3%+3.9%0.889%
4/28/2026 Ascentis Independent Advisors1,109$53K0.0%N/A0.003%
4/22/2026 Janney Montgomery Scott LLC4,497$213K0.0%-75.4%0.013%
4/22/2026 Venturi Wealth Management LLC5,039$239K0.0%+5.2%0.014%
4/17/2026 AdvisorNet Financial Inc2,250$107K0.0%-20.2%0.006%
2/18/2026Vermillion & White Wealth Management Group LLC1,427$68K0.0%+4,656.7%0.004%
2/18/2026 NewEdge Advisors LLC24,243$1.16M0.0%+11.0%0.070%
2/18/2026American Trust25,565$1.22M0.1%-74.1%0.073%
2/17/2026 Advisory Services Network LLC13,690$653K0.0%+76.2%0.039%
2/17/2026 Captrust Financial Advisors8,477$405K0.0%-12.0%0.024%
2/12/2026Godshalk Welsh Capital Management Inc.21,799$1.04M0.6%+22.3%0.063%
2/12/2026 Mosley Wealth Management10,708$510K0.2%N/A0.031%
2/11/2026 Janney Montgomery Scott LLC18,257$871K0.0%+306.2%0.052%
2/11/2026 IMA Advisory Services Inc.3,192$152K0.0%-19.5%0.009%
2/11/2026 Parallel Advisors LLC3,554$170K0.0%+128.7%0.010%
2/10/2026 One Capital Management LLC26,986$1.29M0.0%+11.4%0.077%
2/10/2026 Waterloo Capital L.P.10,800$515K0.0%-2.6%0.031%
2/6/2026 BlueStem Wealth Partners LLC26,127$1.25M0.1%-4.3%0.075%
2/5/2026 Legacy Financial Group LLC16,692$808K0.1%+3.0%0.048%
2/5/2026Western Wealth Management LLC93,451$4.46M0.2%N/A0.268%
2/3/2026 Weitzel Financial Services Inc.301,264$14.42M5.6%+4.3%0.857%
1/30/2026 Strategic Blueprint LLC8,751$418K0.0%N/A0.025%
1/23/2026 Farther Finance Advisors LLC3,594$172K0.0%+161.2%0.010%
1/21/2026 Flagship Harbor Advisors LLC587$28K0.0%N/A0.002%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.14,231$679K0.2%+295.3%0.040%
1/13/2026 CoreCap Advisors LLC4,314$206K0.0%+6.8%0.012%
1/1/2026 JPMorgan Chase & Co.43,847$2.09M0.0%-3.6%0.129%
12/9/2025 Painted Porch Advisors LLC1,072$51K0.0%N/A0.003%
11/26/2025 Strategic Advocates LLC2,828$135K0.0%N/A0.008%
11/19/2025Sunbelt Securities Inc.2,115$101K0.0%-17.2%0.006%
11/17/2025 NewEdge Advisors LLC21,836$1.04M0.0%+13.8%0.064%
11/17/2025American Trust98,698$4.70M0.4%+0.6%0.291%
11/17/2025 Integrated Wealth Concepts LLC16,829$801K0.0%-12.9%0.050%
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11/14/2025 One Capital Management LLC24,217$1.15M0.0%-26.9%0.071%
11/13/2025 Evensky & Katz LLC4,991$237K0.0%N/A0.015%
11/12/2025 BlueStem Wealth Partners LLC27,295$1.30M0.1%-4.6%0.080%
11/7/2025 JPMorgan Chase & Co.43,847$2.09M0.0%-3.6%0.129%
11/6/2025 IMA Advisory Services Inc.3,967$189K0.0%-64.7%0.012%
11/5/2025 Waterloo Capital L.P.11,086$527K0.0%+36.7%0.033%
11/4/2025 Cornerstone Planning Group LLC3,675$176K0.0%-9.9%0.011%
10/29/2025 Root Financial Partners LLC2,925$139K0.0%N/A0.009%
10/23/2025 Venturi Wealth Management LLC4,604$219K0.0%-18.6%0.014%
10/22/2025 CoreCap Advisors LLC4,040$192K0.0%+6.8%0.012%
10/14/2025 Weitzel Financial Services Inc.288,776$13.65M5.5%+4.0%0.851%
10/14/2025 Farther Finance Advisors LLC1,376$65K0.0%-29.0%0.004%
10/10/2025 Sound Income Strategies LLC632$30K0.0%-38.8%0.002%
10/9/2025 AdvisorNet Financial Inc2,450$117K0.0%-37.3%0.007%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.3,600$171K0.3%-88.6%0.011%
9/3/2025American Trust98,085$4.52M0.4%N/A0.294%
8/15/2025 Captrust Financial Advisors24,917$1.15M0.0%+176.3%0.075%
8/15/2025IHT Wealth Management LLC7,938$365K0.0%-7.0%0.024%
8/15/2025Ameriprise Financial Inc.281,931$13.00M0.0%+6.7%0.844%
8/13/2025RFP 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%
5/16/2025HFM 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%
4/21/2025Proathlete Wealth Management LLC3,620$159K0.1%N/A0.011%
4/17/2025Janney Montgomery Scott LLC12,801$562K0.0%-88.8%0.039%
4/10/2025Thurston Springer Miller Herd & Titak Inc.1,187$52K0.0%+111.2%0.004%
4/9/2025NBC Securities Inc.950$41K0.0%N/A0.003%
4/8/2025Global Financial Private Client LLC20,101$882K0.3%+8.9%0.061%
4/7/2025AdvisorNet Financial Inc3,670$161K0.0%+11.7%0.011%
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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%


AOM Institutional Ownership - Frequently Asked Questions

During the previous two years, 206 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), Weitzel Financial Services Inc. ($14.85M), Royal Bank of Canada ($13.83M), and Ameriprise Financial Inc. ($13.00M).Learn more on iShares Core 40/60 Moderate Allocation ETF's institutional investors.

Of the 159 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: Raymond James Financial Inc. ($1.47M), Wells Fargo & Company MN ($737.02K), Kavar Capital Partners Group LLC ($269.07K), American Trust ($264.60K), Ameriprise Financial Inc. ($164.39K), Janney Montgomery Scott LLC ($128.22K), and Retireful LLC ($100.83K).

Institutional investors have bought a total of 358,330 shares in the last 24 months. This purchase volume represents approximately $16.88M in transactions.

Of the 19 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: American Trust ($75.11K), Thurston Springer Miller Herd & Titak Inc. ($27.88K), Janney Montgomery Scott LLC ($13.76K), One Capital Management LLC ($8.92K), IMA Advisory Services Inc. ($8.05K), JPMorgan Chase & Co. ($3.25K), and Integrated Wealth Concepts LLC ($2.49K).

Institutional investors have sold a total of 150,542 shares in the last 24 months. This volume of shares sold represents approximately $7.17M in transactions.


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Institutional ownership data for NYSEARCA:AOM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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