Who owns iShares Core 40/60 Moderate Allocation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AOM from SEC Form 13F filings across 301 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 301 institutions disclosed 13.2M shares of iShares Core 40/60 Moderate Allocation ETF worth $657.2M — about 36.3% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
301
13F holders
$657.2M
value, 2026 filers
36.3%
of shares outstanding (13.2M sh)
42
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AOM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.1M | $153.0M | 0.0% | 8.4% | +1.4% |
| 2 | LPL Financial LLC | 1.2M | $60.3M | 0.0% | 3.3% | -3.9% |
| 3 | Foundations Investment Advisors, LLC | 576,705 | $28.8M | 0.3% | 1.6% | +3.0% |
| 4 | MORGAN STANLEY | 540,513 | $27.0M | 0.0% | 1.5% | -24.4% |
| 5 | ROYAL BANK OF CANADA | 340,210 | $17.0M | 0.0% | 0.9% | +1.0% |
| 6 | Weitzel Financial Services, Inc. | 315,749 | $15.6M | 5.3% | 0.9% | +0.9% |
| 7 | WELLS FARGO & COMPANY/MN | 305,020 | $15.2M | 0.0% | 0.8% | +4.0% |
| 8 | AJ Advisors, LLC | 283,095 | $14.1M | 4.4% | 0.8% | +3.0% |
| 9 | BANK OF AMERICA CORP /DE/ | 273,226 | $13.6M | 0.0% | 0.8% | -5.0% |
| 10 | AMERIPRISE FINANCIAL INC | 258,799 | $12.9M | 0.0% | 0.7% | -1.4% |
| 11 | Cetera Investment Advisers | 233,786 | $11.7M | 0.0% | 0.6% | +8.3% |
| 12 | WEDBUSH SECURITIES INC | 193,700 | $9.7M | 0.2% | 0.5% | +1941.1% |
| 13 | Weaver Consulting Group | 178,155 | $8.9M | 1.8% | 0.5% | +1.0% |
| 14 | Investment Advisory Group, LLC | 161,473 | $8.1M | 1.7% | 0.4% | +8.1% |
| 15 | OSAIC HOLDINGS, INC. | 154,781 | $7.7M | 0.0% | 0.4% | +2.5% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 146,926 | $7.3M | 0.0% | 0.4% | -5.7% |
| 17 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 145,264 | $7.2M | 0.6% | 0.4% | -2.9% |
| 18 | Ameritas Advisory Services, LLC | 137,083 | $6.8M | 0.1% | 0.4% | +80.6% |
| 19 | Cambridge Investment Research Advisors, Inc. | 119,528 | $6.0M | 0.0% | 0.3% | -4.4% |
| 20 | Western Wealth Management, LLC | 117,762 | $5.9M | 0.2% | 0.3% | +23.6% |
| 21 | Royal Fund Management, LLC | 113,660 | $5.7M | 0.5% | 0.3% | +2.9% |
| 22 | RAYMOND JAMES FINANCIAL INC | 110,495 | $5.5M | 0.0% | 0.3% | +8.2% |
| 23 | Focus Financial Network, Inc. | 109,571 | $5.5M | 0.2% | 0.3% | -5.4% |
| 24 | TRUIST FINANCIAL CORP | 90,161 | $4.5M | 0.0% | 0.2% | +1.0% |
| 25 | Waverly Advisors, LLC | 84,372 | $4.2M | 0.0% | 0.2% | -0.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.