AOM Institutional Ownership & Shareholders
ISHARES CORE MODERATE ALLOCA (AOM) is currently held by 291 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $630.95M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $149.47M, representing an estimated loss of -2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
291
Total Reported Value
$630.95M
Largest Holder
Blackrock, Inc.
Largest Position
$153.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
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 | $149,472,112 | -$3,558,129 | -2.33% | |
| Lpl Financial Llc | 0.01% | 1,208,139 | $60,274,055 | $58,872,613 | -$1,401,442 | -2.33% | |
| Foundations Investment Advisors, Llc | 0.30% | 576,705 | $28,771,820 | $28,102,835 | -$668,985 | -2.33% | |
| Morgan Stanley | 0.00% | 540,513 | $26,966,249 | $26,339,198 | -$627,051 | -2.33% | |
| Royal Bank Of Canada | 0.00% | 340,210 | $16,973,000 | $16,578,433 | -$394,567 | -2.32% | |
| Weitzel Financial Services, Inc. | 5.28% | 323,437 | $15,720,667 | $15,761,085 | +$40,418 | +0.26% | |
| Wells Fargo & Company/Mn | 0.00% | 305,020 | $15,217,434 | $14,863,625 | -$353,809 | -2.33% | |
| Aj Advisors, Llc | 4.63% | 296,525 | $14,452,625 | $14,449,663 | -$2,962 | -0.02% | |
| Bank Of America Corp | 0.00% | 273,226 | $13,631,256 | $13,314,303 | -$316,953 | -2.33% | |
| Ameriprise Financial Inc | 0.00% | 258,799 | $12,911,478 | $12,611,275 | -$300,203 | -2.33% | |
| Cetera Investment Advisers | 0.01% | 233,786 | $11,663,595 | $11,392,392 | -$271,203 | -2.33% | |
| Weaver Consulting Group | 1.64% | 173,018 | $8,432,904 | $8,431,167 | -$1,737 | -0.02% | |
| Investment Advisory Group, Llc | 1.75% | 161,473 | $8,055,866 | $7,868,579 | -$187,287 | -2.32% | |
| Osaic Holdings, Inc. | 0.01% | 154,781 | $7,723,650 | $7,542,478 | -$181,172 | -2.35% | |
| Commonwealth Equity Services, Llc | 0.01% | 145,779 | $7,105,270 | $7,103,811 | -$1,459 | -0.02% | |
| Ameritas Advisory Services, Llc | 0.14% | 137,083 | $6,839,046 | $6,680,055 | -$158,991 | -2.32% | |
| Western Wealth Management, Llc | 0.19% | 117,762 | $5,875,158 | $5,738,542 | -$136,616 | -2.33% | |
| Royal Fund Management, Llc | 0.45% | 116,470 | $5,676,789 | $5,675,583 | -$1,206 | -0.02% | |
| Raymond James Financial Inc | 0.00% | 110,495 | $5,512,605 | $5,384,421 | -$128,184 | -2.33% | |
| Focus Financial Network, Inc. | 0.16% | 110,821 | $5,401,436 | $5,400,307 | -$1,129 | -0.02% | |
| Lodestar Private Asset Management Llc | 0.39% | 91,770 | $4,472,890 | $4,471,952 | -$938 | -0.02% | |
| Taylor Financial Group, Inc. | 2.40% | 90,076 | $4,390,304 | $4,389,403 | -$901 | -0.02% | |
| Waverly Advisors, Llc | 0.02% | 84,372 | $4,209,306 | $4,111,448 | -$97,858 | -2.32% | |
| Truist Financial Corp | 0.00% | 85,952 | $4,189,280 | $4,188,441 | -$839 | -0.02% | |
| Ellenbecker Investment Group | 0.48% | 83,370 | $4,159,341 | $4,062,620 | -$96,721 | -2.33% | |
| Hershey Financial Advisers, Llc | 2.93% | 81,878 | $4,084,893 | $3,989,915 | -$94,978 | -2.33% | |
| Focus Partners Wealth | 0.00% | 76,819 | $3,832,518 | $3,743,390 | -$89,128 | -2.33% | |
| Onyx Bridge Wealth Group Llc | 0.33% | 78,217 | $3,812,290 | $3,811,514 | -$776 | -0.02% | |
| Envestnet Asset Management Inc | 0.00% | 75,237 | $3,753,571 | $3,666,299 | -$87,272 | -2.33% | |
| Jpmorgan Chase & Co | 0.00% | 71,928 | $3,584,908 | $3,505,051 | -$79,857 | -2.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 73,336 | $3,570,019 | $3,573,663 | +$3,644 | +0.10% | |
| Consilium Wealth Advisory, Llc | 1.04% | 72,346 | $3,526,123 | $3,525,421 | -$702 | -0.02% | |
| Kestra Advisory Services, Llc | 0.01% | 69,816 | $3,402,837 | $3,402,134 | -$703 | -0.02% | |
| Brookstone Capital Management | 0.03% | 68,520 | $3,339,678 | $3,338,980 | -$698 | -0.02% | |
| True Private Wealth Advisors | 0.28% | 67,833 | $3,306,201 | $3,305,502 | -$699 | -0.02% | |
| Mutual Advisors, Llc | 0.06% | 65,998 | $3,292,621 | $3,216,083 | -$76,538 | -2.32% | |
| Basso Capital Management, L.P. | 0.76% | 66,833 | $3,257,452 | $3,256,772 | -$680 | -0.02% | |
| Jim Saulnier & Associates, Llc | 1.25% | 62,051 | $3,095,709 | $3,023,745 | -$71,964 | -2.32% | |
| Vvr Holdings Llc | 1.19% | 59,393 | $2,894,844 | $2,894,221 | -$623 | -0.02% | |
| American Trust | 0.22% | 57,302 | $2,858,773 | $2,792,326 | -$66,447 | -2.32% | |
| Aspiriant, Llc | 0.07% | 55,535 | $2,706,776 | $2,706,221 | -$555 | -0.02% | |
| Cogent Private Wealth, Inc. | 1.66% | 53,182 | $2,653,250 | $2,591,559 | -$61,691 | -2.33% | |
| Private Advisor Group, Llc | 0.01% | 49,723 | $2,480,700 | $2,423,002 | -$57,698 | -2.33% | |
| Gts Securities Llc | 0.05% | 47,720 | $2,380,751 | $2,325,396 | -$55,355 | -2.33% | |
| Enclave Advisors Llc | 0.28% | 44,375 | $2,162,836 | $2,162,394 | -$442 | -0.02% | |
| Beacon Financial Advisory Llc | 0.40% | 43,898 | $2,139,595 | $2,139,150 | -$445 | -0.02% | |
| Seeds Investor Llc | 0.21% | 41,898 | $2,090,298 | $2,041,690 | -$48,608 | -2.33% | |
| Denver Wealth Management, Inc. | 0.59% | 41,217 | $2,056,347 | $2,008,504 | -$47,843 | -2.33% | |
| Manske Wealth Management | 0.48% | 41,945 | $2,044,397 | $2,043,980 | -$417 | -0.02% | |
| High Net Worth Advisory Group Llc | 0.41% | 40,300 | $1,964,222 | $1,963,819 | -$403 | -0.02% |
Frequently asked questions about AOM
Who are the largest institutional holders of AOM?
The largest institutional holders of AOM reported in the latest SEC Form 13F filings include Blackrock, Inc., Lpl Financial Llc, Foundations Investment Advisors, Llc, Morgan Stanley, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported AOM position.
What is AOM institutional ownership?
This page tracks AOM positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE MODERATE ALLOCA (AOM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AOM?
InsiderSet currently tracks 291 institutional managers reporting AOM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AOM shareholders.
How much AOM stock do institutions own?
Institutional investment managers disclosed approximately $630.95M in AOM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AOM institutional ownership last updated?
The latest AOM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AOM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AOM position after the reporting date.
Are institutions buying or selling AOM?
Institutional buying and selling can be analyzed by comparing AOM positions across consecutive 13F reporting periods. InsiderSet's AOM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AOM ownership changes.
How has AOM institutional ownership changed over time?
InsiderSet tracks AOM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.