Who owns AOM?
iShares Core 40/60 Moderate Allocation ETF · iShares
300 institutions reported holding AOM, worth $663.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AOM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BlackRock, Inc. | New York, NY | $153.0M | 3,067,353 | +40,947 shares |
| LPL Financial LLC | Fort Mill, SC | $60.3M | 1,208,139 | −49,622 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $28.8M | 576,705 | +16,714 shares |
| Morgan Stanley | New York, NY | $27.0M | 540,513 | −174,200 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $17.0M | 340,210 | +3,509 shares |
| Weitzel Financial Services, Inc. | Dubuque, IA | $15.6M | 315,749 | +2,671 shares |
| Wells Fargo & Company | San Francisco, CA | $15.2M | 305,020 | +11,815 shares |
| AJ Advisors, LLC | Nashville, TN | $14.1M | 283,095 | +8,229 shares |
| Bank of America Corp. | Charlotte, NC | $13.6M | 273,226 | −14,243 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $12.9M | 258,799 | −3,567 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AOM?
300 institutional managers reported holding AOM in Form 13F filings for June 30, 2026, worth $663.7M in total. The largest reported position was held by BlackRock, Inc., at $153.0M.
Did institutions buy or sell AOM last quarter?
Reported 13F value rose 6.9% from March 31, 2026, which includes price moves as well as buying and selling. 41 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AOM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.