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 $610.62M 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 $143.36M in its March 31, 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 $148.54M, representing an estimated gain of +3.61% 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, Morgan Stanley, 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
289
Total Reported Value
$610.62M
Largest Holder
Blackrock, Inc.
Largest Position
$143.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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% | 3,026,406 | $143,360,868 | $148,536,006 | +$5,175,138 | +3.61% | |
| Lpl Financial Llc | 0.02% | 1,257,761 | $59,580,149 | $61,730,910 | +$2,150,761 | +3.61% | |
| Morgan Stanley | 0.00% | 714,713 | $33,856,037 | $35,078,114 | +$1,222,077 | +3.61% | |
| Foundations Investment Advisors, Llc | 0.33% | 559,991 | $26,526,763 | $27,484,358 | +$957,595 | +3.61% | |
| Royal Bank Of Canada | 0.00% | 336,701 | $15,950,000 | $16,525,285 | +$575,285 | +3.61% | |
| Weitzel Financial Services, Inc. | 5.29% | 315,749 | $15,572,014 | $15,496,961 | -$75,053 | -0.48% | |
| Aj Advisors, Llc | 4.39% | 283,095 | $14,123,617 | $13,894,303 | -$229,314 | -1.62% | |
| Wells Fargo & Company/Mn | 0.00% | 293,205 | $13,889,114 | $14,390,501 | +$501,387 | +3.61% | |
| Bank Of America Corp | 0.00% | 287,469 | $13,617,427 | $14,108,979 | +$491,552 | +3.61% | |
| Ameriprise Financial Inc | 0.00% | 262,366 | $12,429,174 | $12,876,923 | +$447,749 | +3.60% | |
| Cetera Investment Advisers | 0.01% | 215,782 | $10,221,592 | $10,590,581 | +$368,989 | +3.61% | |
| Weaver Consulting Group | 1.82% | 178,155 | $8,888,144 | $8,743,847 | -$144,297 | -1.62% | |
| Commonwealth Equity Services, Llc | 0.01% | 146,926 | $7,330,139 | $7,211,128 | -$119,011 | -1.62% | |
| Lodestar Private Asset Management Llc | 0.63% | 145,264 | $7,247,235 | $7,129,557 | -$117,678 | -1.62% | |
| Osaic Holdings, Inc. | 0.01% | 151,012 | $7,154,628 | $7,411,669 | +$257,041 | +3.59% | |
| Investment Advisory Group, Llc | 1.80% | 149,318 | $7,073,172 | $7,328,527 | +$255,355 | +3.61% | |
| Gts Securities Llc | 0.24% | 140,704 | $6,665,148 | $6,905,752 | +$240,604 | +3.61% | |
| Royal Fund Management, Llc | 0.47% | 113,660 | $5,670,514 | $5,578,433 | -$92,081 | -1.62% | |
| Focus Financial Network, Inc. | 0.17% | 109,571 | $5,466,512 | $5,377,745 | -$88,767 | -1.62% | |
| Raymond James Financial Inc | 0.00% | 102,147 | $4,838,708 | $5,013,375 | +$174,667 | +3.61% | |
| Western Wealth Management, Llc | 0.17% | 95,271 | $4,512,995 | $4,675,901 | +$162,906 | +3.61% | |
| Truist Financial Corp | 0.01% | 90,161 | $4,498,112 | $4,425,102 | -$73,010 | -1.62% | |
| Ellenbecker Investment Group | 0.48% | 83,370 | $4,159,341 | $4,091,800 | -$67,541 | -1.62% | |
| Taylor Financial Group, Inc. | 2.22% | 81,107 | $4,046,408 | $3,980,732 | -$65,676 | -1.62% | |
| Waverly Advisors, Llc | 0.03% | 84,825 | $4,018,183 | $4,163,211 | +$145,028 | +3.61% | |
| Onyx Bridge Wealth Group Llc | 0.36% | 79,435 | $3,963,001 | $3,898,670 | -$64,331 | -1.62% | |
| Hershey Financial Advisers, Llc | 3.26% | 79,809 | $3,780,552 | $3,917,026 | +$136,474 | +3.61% | |
| Envestnet Asset Management Inc | 0.00% | 75,237 | $3,753,571 | $3,692,632 | -$60,939 | -1.62% | |
| Focus Partners Wealth | 0.00% | 77,022 | $3,648,550 | $3,780,240 | +$131,690 | +3.61% | |
| Brookstone Capital Management | 0.04% | 73,102 | $3,647,037 | $3,587,846 | -$59,191 | -1.62% | |
| Consilium Wealth Advisory, Llc | 1.24% | 76,627 | $3,629,815 | $3,760,853 | +$131,038 | +3.61% | |
| Ameritas Advisory Services, Llc | 0.14% | 75,906 | $3,595,662 | $3,725,466 | +$129,804 | +3.61% | |
| Seeds Investor Llc | 0.47% | 70,828 | $3,442,247 | $3,476,238 | +$33,991 | +0.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 67,914 | $3,355,612 | $3,333,219 | -$22,393 | -0.67% | |
| Kestra Advisory Services, Llc | 0.01% | 65,263 | $3,255,950 | $3,203,108 | -$52,842 | -1.62% | |
| Mutual Advisors, Llc | 0.07% | 66,229 | $3,137,275 | $3,250,519 | +$113,244 | +3.61% | |
| Basso Capital Management, L.P. | 0.77% | 62,530 | $3,119,634 | $3,068,972 | -$50,662 | -1.62% | |
| Jim Saulnier & Associates, Llc | 1.25% | 62,051 | $3,095,709 | $3,045,463 | -$50,246 | -1.62% | |
| Vvr Holdings Llc | 1.26% | 58,410 | $2,914,058 | $2,866,763 | -$47,295 | -1.62% | |
| Private Advisor Group, Llc | 0.01% | 49,723 | $2,480,700 | $2,440,405 | -$40,295 | -1.62% | |
| Aspiriant, Llc | 0.06% | 49,669 | $2,477,986 | $2,437,755 | -$40,231 | -1.62% | |
| True Private Wealth Advisors | 0.21% | 49,534 | $2,471,254 | $2,431,129 | -$40,125 | -1.62% | |
| Enclave Advisors Llc | 0.29% | 45,013 | $2,245,715 | $2,209,238 | -$36,477 | -1.62% | |
| Manske Wealth Management | 0.52% | 42,211 | $2,105,904 | $2,071,716 | -$34,188 | -1.62% | |
| Beacon Financial Advisory Llc | 0.47% | 44,247 | $2,095,964 | $2,171,643 | +$75,679 | +3.61% | |
| High Net Worth Advisory Group Llc | 0.40% | 37,300 | $1,860,897 | $1,830,684 | -$30,213 | -1.62% | |
| Stifel Financial Corp | 0.00% | 37,816 | $1,791,338 | $1,856,009 | +$64,671 | +3.61% | |
| Lifeplan Financial, Llc | 1.22% | 35,023 | $1,747,283 | $1,718,929 | -$28,354 | -1.62% | |
| Denver Wealth Management, Inc. | 0.59% | 36,049 | $1,707,645 | $1,769,285 | +$61,640 | +3.61% | |
| Milestone Asset Management, Llc | 0.25% | 32,354 | $1,614,153 | $1,587,934 | -$26,219 | -1.62% |
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.