ISHARES CORE 40/60 MODERATE

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AOM·464289875·US·ETF·Unknown - Unknown-13D/G

AOM (ISHARES CORE 40/60 MODERATE) is held by 67 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($153M), LPL Financial LLC ($60.3M), MORGAN STANLEY ($27M). Net institutional sentiment: Mixed.

67

Holders

(13 Elite)

$387.8M

Total Value

54% (67)

Consensus

36 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)83

Insider (Form 4)49

Activist (13D/13G)67

Congressional (STOCK Act)85

Holder Quality

74

★★★★★

Elite

36

★★★★

Strong

82

★★★

Solid

40

★★

Below

21

★

Weak

Held by 67 funds

13 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Apr 22, 2025 · Congress none

ActivistBlackRock, Inc.0.0%Apr 22, 2025

ActivistBPBlackRock Portfolio Management LLC8.8%Apr 15, 2025

View all activist filings

Top Holders

Top Holders (67)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	3.1M(+1.4%)	$153M	0.0%	+17.22%	31
LPL Financial LLC	Decreased	1.2M(-4.0%)	$60.3M	0.0%	+31.44%	0
MORGAN STANLEY	Decreased	540,513(-24.4%)	$27M	0.0%	+10.26%	0
ROYAL BANK OF CANADA	Increased	340,210(+1.0%)	$17M	0.0%	+12.83%	28
WELLS FARGO & COMPANY/MN	Increased	305,020(+4.0%)	$15.2M	0.0%	+10.54%	29
BANK OF AMERICA CORP /DE/	Decreased	273,226(-5.0%)	$13.6M	0.0%	+13.73%	0
AMERIPRISE FINANCIAL INC	Decreased	258,799(-1.4%)	$12.9M	0.0%	+18.52%	0
Cetera Investment Advisers	Increased	233,786(+8.3%)	$11.7M	0.0%	+15.39%	30
OSAIC HOLDINGS, INC.	Increased	154,781(+2.5%)	$7.7M	0.0%	+31.73%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	146,926(-5.7%)	$7.3M	0.0%	+32.51%	0
RAYMOND JAMES FINANCIAL INC	Increased	110,495(+8.2%)	$5.5M	0.0%	+5.95%	29
TRUIST FINANCIAL CORP	Increased	90,161(+1.0%)	$4.5M	0.0%	+41.72%	27
WAWaverly Advisors, LLC	Decreased	84,372(-0.5%)	$4.2M	0.0%	+29.05%	0
FWFocus Partners Wealth	Decreased	76,819(-0.3%)	$3.8M	0.0%	+18.11%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	75,237(-6.7%)	$3.8M	0.0%	+18.96%	0
JPMORGAN CHASE & CO	Increased	71,928(+7.0%)	$3.6M	0.0%	+4.46%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	67,914(-0.8%)	$3.4M	0.0%	+33.04%	0
Kestra Advisory Services, LLC	Increased	65,263(+7.4%)	$3.3M	0.0%	+20.54%	28
AE Wealth Management LLC	Increased	62,037(+392.9%)	$3.1M	0.0%	+3.25%	43
Private Advisor Group, LLC	Decreased	49,723(-13.9%)	$2.5M	0.0%	+12.72%	0

Showing 1-20 of 73

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AOMISHARES CORE 40/60 MODERATE

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer