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 $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
101,658
shares
|
$4.45 Million
0.42% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
100,834
shares
|
$4.42 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
98,104
shares
|
$4.3 Million
2.06% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
95,231
shares
|
$4.17 Million
0.52% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
95,097
shares
|
$4.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
93,929
shares
|
$4.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
92,889
shares
|
$4.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
82,073
shares
|
$3.6 Million
0.21% of portfolio
|
Q4 2024
Added 34.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,526
shares
|
$3.53 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
73,281
shares
|
$3.21 Million
0.05% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
71,133
shares
|
$3.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
70,575
shares
|
$3.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
68,109
shares
|
$2.98 Million
0.44% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
60,006
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
58,337
shares
|
$2.56 Million
0.33% of portfolio
|
Q4 2024
Added 37.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
55,802
shares
|
$2.45 Million
0.06% of portfolio
|
Q4 2024
Added 647.62%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
54,452
shares
|
$2.39 Million
1.64% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
51,142
shares
|
$2.24 Million
0.21% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
49,253
shares
|
$2.16 Million
0.4% of portfolio
|
Q4 2024
Added 24.48%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
48,582
shares
|
$2.13 Million
0.38% of portfolio
|
Q4 2024
Added 133.07%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
47,571
shares
|
$2.08 Million
1.83% of portfolio
|
Q4 2024
Added 29.15%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
45,292
shares
|
$1.98 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
42,722
shares
|
$1.87 Million
0.25% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
42,455
shares
|
$1.86 Million
0.22% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
41,854
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 0.88%
|