Institutional Ownership Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $494 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,727,773
shares
|
$119 Million
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
938,699
shares
|
$40.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
354,758
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
304,023
shares
|
$13.3 Million
0.31% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
290,725
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
269,991
shares
|
$11.8 Million
5.69% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
269,074
shares
|
$11.7 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
256,058
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
232,436
shares
|
$10.1 Million
0.47% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
232,046
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 35.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
193,916
shares
|
$8.45 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
186,702
shares
|
$8.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
168,284
shares
|
$7.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
168,102
shares
|
$7.33 Million
0.31% of portfolio
|
Q3 2024
Added 66.98%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
157,866
shares
|
$6.88 Million
2.48% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
155,427
shares
|
$6.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
147,812
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
140,084
shares
|
$6.11 Million
0.11% of portfolio
|
Q4 2022
Added 2232.4%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
130,380
shares
|
$5.68 Million
2.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
128,460
shares
|
$5.6 Million
4.75% of portfolio
|
Q3 2022
Added 12.83%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
115,830
shares
|
$5.05 Million
4.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
108,578
shares
|
$4.73 Million
0.08% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
100,387
shares
|
$4.38 Million
0.27% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
99,242
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2024
Added 1808.5%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
97,200
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|