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Public ownership evidence

iShares Core 40/60 Moderate Allocation ETF (AOM) Ownership Disclosures

Read AOM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-204,050$202,054None
Archer Investment Corp2026-06-302026-08-20523$26,091None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,699$284,300None
Madrid Financial Services2025-12-312026-08-194,247$202,715None
Madrid Financial Services2025-06-302026-08-19368,333$16,958,048None
Madrid Financial Services2025-03-312026-08-19345,424$15,157,211None
Madrid Financial Services2024-12-312026-08-19262,605$11,407,565None
Maxele Advisors, LLC2026-06-302026-08-187,866$392,447None
Equitable Holdings, Inc.2026-06-302026-08-1810,404$519,056None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1810,371$517,000None
Vines Capital Management, LLC2026-06-302026-08-154,035$201,306None
Hopwood Nicholas Hunter2026-06-302026-08-1512,889$643,051None
Hopwood Nicholas Hunter2026-03-312026-08-1513,242$627,286None
Hopwood Nicholas Hunter2025-12-312026-08-1513,777$657,588None
AMERIFLEX GROUP, INC.2026-06-302026-08-1583$4,141None
Federation des caisses Desjardins du Quebec2026-06-302026-08-158,093$403,760None
JPL Wealth Management, LLC2026-06-302026-08-15216$10,777None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15208$10,367None
Mutual Advisors, LLC2026-06-302026-08-1565,998$3,292,621None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1527,928$1,393,328None
American Trust2026-06-302026-08-1557,302$2,858,773None
Ameritas Advisory Services, LLC2026-06-302026-08-15137,083$6,839,046None
Western Wealth Management, LLC2026-06-302026-08-15117,762$5,875,158None
Foundations Investment Advisors, LLC2026-06-302026-08-1576,668$3,824,964None
Foundations Investment Advisors, LLC2026-06-302026-08-1525,386$1,266,508None
Foundations Investment Advisors, LLC2026-06-302026-08-156,110$304,828None
Foundations Investment Advisors, LLC2026-06-302026-08-15468,541$23,375,520None
Qube Research & Technologies Ltd2026-06-302026-08-154,796$239,272None
IFG Advisory, LLC2026-06-302026-08-15116$5,787None
OSAIC HOLDINGS, INC.2026-06-302026-08-15910$45,400None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,454$920,653None
OSAIC HOLDINGS, INC.2026-06-302026-08-15135,417$6,757,597None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-1527,229$1,358,471None
JANE STREET GROUP, LLC2026-06-302026-08-156,371$317,849None
HRT FINANCIAL LP2026-06-302026-08-156,376$318,000None
GTS SECURITIES LLC2026-06-302026-08-1547,720$2,380,751None
Medallion Wealth Advisors, LLC2026-06-302026-08-15314$15,724None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15150$7,484None
Waverly Advisors, LLC2026-06-302026-08-1584,372$4,209,306None
Thrivent Financial for Lutherans2026-06-302026-08-155,006$250,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1534,862$1,729,515None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1511,666$582,017None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15247,133$12,329,461None
Ausdal Financial Partners, Inc.2026-06-302026-08-1511,587$578,073None
MAI Capital Management2026-06-302026-08-1513,697$683,319None
Cerity Partners LLC2026-06-302026-08-151,864$92,994None
Cerity Partners LLC2026-06-302026-08-1515,806$788,589None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-158,080$403,111None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-157,820$390,134None
ROYAL BANK OF CANADA2026-06-302026-08-15300$15,000None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Maxele Advisors, LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.