iShares Core 40/60 Moderate ETF (AOM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of AOM (all 13F filers)
- BlackRock3.1 MIndex manager+41 K
- LPL Financial1.2 MWealth adviser−50 K
- Foundations Investment Advisors577 KType not verified+17 K
- Morgan Stanley541 KBank or trading desk−174 K
- Royal Bank of Canada340 KBank or trading desk+3,509
- Weitzel Financial Services316 KType not verified+2,671
- Wells Fargo305 KBank or trading desk+12 K
- AJ Advisors283 KType not verified+8,229
- Bank of America273 KBank or trading desk−14 K
- Ameriprise Financial259 KWealth adviser−3,567
- Shares
- 3.1 M
- Change
- +41 K
See more
- Type
- Index manager
- Value
- $153M
- Shares
- 1.2 M
- Change
- −50 K
See more
- Type
- Wealth adviser
- Value
- $60.3M
- Shares
- 577 K
- Change
- +17 K
See more
- Type
- Type not verified
- Value
- $28.8M
- Shares
- 541 K
- Change
- −174 K
See more
- Type
- Bank or trading desk
- Value
- $27.0M
- Shares
- 340 K
- Change
- +3,509
See more
- Type
- Bank or trading desk
- Value
- $17.0M
- Weitzel Financial Services
- Shares
- 316 K
- Change
- +2,671
See more
- Type
- Type not verified
- Value
- $15.6M
- Shares
- 305 K
- Change
- +12 K
See more
- Type
- Bank or trading desk
- Value
- $15.2M
- AJ Advisors
- Shares
- 283 K
- Change
- +8,229
See more
- Type
- Type not verified
- Value
- $14.1M
- Shares
- 273 K
- Change
- −14 K
See more
- Type
- Bank or trading desk
- Value
- $13.6M
- Shares
- 259 K
- Change
- −3,567
See more
- Type
- Wealth adviser
- Value
- $12.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗