ISHARES CORE MODERATE ALLOCA (AOM) Institutional Shareholders
ISHARES CORE MODERATE ALLOCA (AOM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $644.25M in AOM holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of AOM tracked by InsiderSet, reporting ownership valued at approximately $153.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $150.98M, representing an estimated loss of -1.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed AOM value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Lpl Financial Llc, Foundations Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE MODERATE ALLOCA (AOM).
This page ranks the largest institutional AOM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
294
Total Reported Value
$644.25M
Largest Holder
Blackrock, Inc.
Largest Position
$153.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 3,067,353 | $153,030,241 | $150,975,115 | -$2,055,126 | -1.34% | |
| Lpl Financial Llc | 0.01% | 1,208,139 | $60,274,055 | $59,464,602 | -$809,453 | -1.34% | |
| Foundations Investment Advisors, Llc | 0.30% | 576,705 | $28,771,820 | $28,385,420 | -$386,400 | -1.34% | |
| Morgan Stanley | 0.00% | 540,513 | $26,966,249 | $26,604,050 | -$362,199 | -1.34% | |
| Royal Bank Of Canada | 0.00% | 340,210 | $16,973,000 | $16,745,136 | -$227,864 | -1.34% | |
| Weitzel Financial Services, Inc. | 5.29% | 315,749 | $15,572,014 | $15,541,166 | -$30,848 | -0.20% | |
| Wells Fargo & Company/Mn | 0.00% | 305,020 | $15,217,434 | $15,013,084 | -$204,350 | -1.34% | |
| Aj Advisors, Llc | 4.39% | 283,095 | $14,123,617 | $13,933,936 | -$189,681 | -1.34% | |
| Bank Of America Corp | 0.00% | 273,226 | $13,631,256 | $13,448,184 | -$183,072 | -1.34% | |
| Ameriprise Financial Inc | 0.00% | 258,799 | $12,911,478 | $12,738,087 | -$173,391 | -1.34% | |
| Cetera Investment Advisers | 0.01% | 233,786 | $11,663,595 | $11,506,947 | -$156,648 | -1.34% | |
| Wedbush Securities Inc | 0.25% | 193,700 | $9,664,000 | $9,533,914 | -$130,086 | -1.35% | |
| Weaver Consulting Group | 1.82% | 178,155 | $8,888,144 | $8,768,789 | -$119,355 | -1.34% | |
| Investment Advisory Group, Llc | 1.75% | 161,473 | $8,055,866 | $7,947,701 | -$108,165 | -1.34% | |
| Osaic Holdings, Inc. | 0.01% | 154,781 | $7,723,650 | $7,618,321 | -$105,329 | -1.36% | |
| Commonwealth Equity Services, Llc | 0.01% | 146,926 | $7,330,139 | $7,231,698 | -$98,441 | -1.34% | |
| Lodestar Private Asset Management Llc | 0.63% | 145,264 | $7,247,235 | $7,149,894 | -$97,341 | -1.34% | |
| Ameritas Advisory Services, Llc | 0.14% | 137,083 | $6,839,046 | $6,747,225 | -$91,821 | -1.34% | |
| Western Wealth Management, Llc | 0.19% | 117,762 | $5,875,158 | $5,796,246 | -$78,912 | -1.34% | |
| Royal Fund Management, Llc | 0.47% | 113,660 | $5,670,514 | $5,594,345 | -$76,169 | -1.34% | |
| Raymond James Financial Inc | 0.00% | 110,495 | $5,512,605 | $5,438,564 | -$74,041 | -1.34% | |
| Focus Financial Network, Inc. | 0.17% | 109,571 | $5,466,512 | $5,393,085 | -$73,427 | -1.34% | |
| Truist Financial Corp | 0.01% | 90,161 | $4,498,112 | $4,437,724 | -$60,388 | -1.34% | |
| Waverly Advisors, Llc | 0.02% | 84,372 | $4,209,306 | $4,152,790 | -$56,516 | -1.34% | |
| Ellenbecker Investment Group | 0.48% | 83,370 | $4,159,341 | $4,103,471 | -$55,870 | -1.34% | |
| Hershey Financial Advisers, Llc | 2.93% | 81,878 | $4,084,893 | $4,030,035 | -$54,858 | -1.34% | |
| Taylor Financial Group, Inc. | 2.22% | 81,107 | $4,046,408 | $3,992,087 | -$54,321 | -1.34% | |
| Onyx Bridge Wealth Group Llc | 0.36% | 79,435 | $3,963,001 | $3,909,791 | -$53,210 | -1.34% | |
| Focus Partners Wealth | 0.00% | 76,819 | $3,832,518 | $3,781,031 | -$51,487 | -1.34% | |
| Envestnet Asset Management Inc | 0.00% | 75,237 | $3,753,571 | $3,703,165 | -$50,406 | -1.34% | |
| Brookstone Capital Management | 0.04% | 73,102 | $3,647,037 | $3,598,080 | -$48,957 | -1.34% | |
| Consilium Wealth Advisory, Llc | 1.07% | 71,955 | $3,589,840 | $3,541,625 | -$48,215 | -1.34% | |
| Jpmorgan Chase & Co | 0.00% | 71,928 | $3,584,908 | $3,540,296 | -$44,612 | -1.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 67,914 | $3,355,612 | $3,342,727 | -$12,885 | -0.38% | |
| Mutual Advisors, Llc | 0.06% | 65,998 | $3,292,621 | $3,248,422 | -$44,199 | -1.34% | |
| Kestra Advisory Services, Llc | 0.01% | 65,263 | $3,255,950 | $3,212,245 | -$43,705 | -1.34% | |
| Basso Capital Management, L.P. | 0.77% | 62,530 | $3,119,634 | $3,077,727 | -$41,907 | -1.34% | |
| Jim Saulnier & Associates, Llc | 1.25% | 62,051 | $3,095,709 | $3,054,150 | -$41,559 | -1.34% | |
| Vvr Holdings Llc | 1.26% | 58,410 | $2,914,058 | $2,874,940 | -$39,118 | -1.34% | |
| American Trust | 0.22% | 57,302 | $2,858,773 | $2,820,404 | -$38,369 | -1.34% | |
| Cogent Private Wealth, Inc. | 1.66% | 53,182 | $2,653,250 | $2,617,618 | -$35,632 | -1.34% | |
| Private Advisor Group, Llc | 0.01% | 49,723 | $2,480,700 | $2,447,366 | -$33,334 | -1.34% | |
| Aspiriant, Llc | 0.06% | 49,669 | $2,477,986 | $2,444,708 | -$33,278 | -1.34% | |
| True Private Wealth Advisors | 0.21% | 49,534 | $2,471,254 | $2,438,063 | -$33,191 | -1.34% | |
| Gts Securities Llc | 0.05% | 47,720 | $2,380,751 | $2,348,778 | -$31,973 | -1.34% | |
| Enclave Advisors Llc | 0.29% | 45,013 | $2,245,715 | $2,215,540 | -$30,175 | -1.34% | |
| Beacon Financial Advisory Llc | 0.44% | 44,541 | $2,222,141 | $2,192,308 | -$29,833 | -1.34% | |
| Manske Wealth Management | 0.52% | 42,211 | $2,105,904 | $2,077,625 | -$28,279 | -1.34% | |
| Seeds Investor Llc | 0.21% | 41,898 | $2,090,298 | $2,062,220 | -$28,078 | -1.34% | |
| Denver Wealth Management, Inc. | 0.59% | 41,217 | $2,056,347 | $2,028,701 | -$27,646 | -1.34% |
Frequently asked questions about AOM
Who owns the most AOM stock?
The largest holders of AOM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE MODERATE ALLOCA (AOM).
Is AOM widely held by superinvestors?
Many widely followed stocks like AOM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AOM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.