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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,148
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,032
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
40,104
shares
|
$1.76 Million
0.8% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
39,665
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
38,228
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
35,029
shares
|
$1.53 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
34,121
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
Added 6.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,306
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
31,194
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 215.44%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,170
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2023
Added 2.03%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
29,629
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
29,522
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
28,505
shares
|
$1.25 Million
1.07% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
28,006
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
26,793
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
26,640
shares
|
$1.17 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
25,110
shares
|
$1.1 Million
0.54% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
24,461
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
23,951
shares
|
$1.05 Million
0.74% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
22,590
shares
|
$989,893
0.03% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,896
shares
|
$959,482
0.01% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
21,668
shares
|
$949,491
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
21,572
shares
|
$945,285
0.01% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,415
shares
|
$938,405
0.01% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
21,078
shares
|
$923,637
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|