AOM — iShares Core 40/60 Moderate Allocation ETF

US equity
49.77 +0.18% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 46.24 · high 50.08

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day+0.18%
1 week-0.46%
1 month+1.93%
3 months+0.91%
6 months+1.36%
Year to date+4.01%
1 year+7.22%
3 years+25.78%
5 years+9.17%

Technicals

RSI 1458.4
vs 50-day avg+0.52%
vs 200-day avg+2.29%
Volatility 1y7.3%
Max drawdown 1y-5.11%
Avg volume 30d132.2K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)3.05%
Paid last 12m1.5186
Payments in 12m4
Paying since2016-04-04

Largest institutional holders

managervalueshares
BlackRock, Inc.143.4M3.0M
LPL Financial LLC59.6M1.3M
MORGAN STANLEY33.9M714.7K
Foundations Investment Advisors, LLC26.5M560.0K
ROYAL BANK OF CANADA15.9M336.7K
Weitzel Financial Services, Inc.14.8M313.1K
WELLS FARGO & COMPANY/MN13.9M293.2K
BANK OF AMERICA CORP /DE/13.6M287.5K
AJ Advisors, LLC13.0M274.9K
AMERIPRISE FINANCIAL INC12.4M262.4K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d48.2% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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