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 277 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $626 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,688
shares
|
$74,643
0.0% of portfolio
|
Q4 2024
Added 268.56%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
1,670
shares
|
$73,847
0.05% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,651
shares
|
$73,007
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,593
shares
|
$70,442
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
1,545
shares
|
$68,319
0.02% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
1,390
shares
|
$61,465
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,334
shares
|
$58,989
0.0% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,307
shares
|
$57,795
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,261
shares
|
$55,761
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,192
shares
|
$52,710
0.0% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,172
shares
|
$51,825
0.0% of portfolio
|
Q4 2024
Added 551.11%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,170
shares
|
$51,737
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,081
shares
|
$47,801
0.03% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,020
shares
|
$45,104
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
953
shares
|
$42,141
0.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
902
shares
|
$39,886
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
861
shares
|
$38,073
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$35,376
0.01% of portfolio
|
Q2 2021
Reduced 95.93%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
765
shares
|
$33,828
0.0% of portfolio
|
Q4 2024
Added 118.57%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
725
shares
|
$32,059
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
627
shares
|
$27,725
0.02% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
625
shares
|
$27,637
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
625
shares
|
$27,637
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
595
shares
|
$26,310
0.0% of portfolio
|
Q4 2023
Reduced 28.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
562
shares
|
$24,851
0.01% of portfolio
|
Q4 2024
New holding
|