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 287 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $558 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
35,935
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
34,121
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2023
Added 6.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
33,141
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 48.34%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
32,635
shares
|
$1.55 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,170
shares
|
$1.48 Million
0.15% of portfolio
|
Q4 2023
Added 2.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
29,261
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
28,849
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
28,606
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
27,882
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
27,651
shares
|
$1.31 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
27,346
shares
|
$1.3 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
25,528
shares
|
$1.21 Million
0.54% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
25,415
shares
|
$1.21 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,917
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 176.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
22,970
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 28.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
22,720
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
22,117
shares
|
$1.05 Million
0.67% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
21,517
shares
|
$1.02 Million
0.65% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,422
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
21,120
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
20,922
shares
|
$993,795
0.19% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
20,891
shares
|
$992,322
0.26% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
20,737
shares
|
$985,007
0.35% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
20,317
shares
|
$965,057
0.03% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
19,883
shares
|
$944,442
0.0% of portfolio
|
Q2 2025
Added 4.54%
|