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 284 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $554 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
|
$126 Million
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
995,458
shares
|
$46.1 Million
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
566,367
shares
|
$26.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.44%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
502,887
shares
|
$23.3 Million
0.39% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
280,083
shares
|
$13 Million
5.77% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
275,406
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
273,829
shares
|
$12.7 Million
0.51% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
267,607
shares
|
$12.4 Million
1.8% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
264,141
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
253,483
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
225,880
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
198,918
shares
|
$9.21 Million
0.0% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
193,916
shares
|
$8.98 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
165,931
shares
|
$7.68 Million
0.01% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
160,042
shares
|
$7.41 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
141,683
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
140,861
shares
|
$6.52 Million
2.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
132,219
shares
|
$6.12 Million
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
128,460
shares
|
$5.95 Million
4.75% of portfolio
|
Q3 2022
Added 12.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
128,093
shares
|
$5.93 Million
0.32% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
122,171
shares
|
$5.66 Million
0.65% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
104,144
shares
|
$4.82 Million
0.52% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
104,045
shares
|
$4.82 Million
0.04% of portfolio
|
Q2 2025
Added 452.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
97,221
shares
|
$4.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
93,421
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Added 15.46%
|