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 283 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 $522 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,038
shares
|
$857,471
0.01% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
19,019
shares
|
$856,615
0.0% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
18,846
shares
|
$848,823
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
18,406
shares
|
$829,006
0.13% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,316
shares
|
$824,952
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17,867
shares
|
$804,729
0.02% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
17,796
shares
|
$801,531
0.52% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
17,548
shares
|
$790,361
0.17% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
17,502
shares
|
$788,290
0.16% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,489
shares
|
$787,704
0.04% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
16,939
shares
|
$762,932
0.04% of portfolio
|
Q1 2025
Added 98.51%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,574
shares
|
$746,492
0.27% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,106
shares
|
$725,414
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
15,790
shares
|
$711,181
0.12% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
15,586
shares
|
$701,993
0.13% of portfolio
|
Q1 2025
Added 74.99%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
15,378
shares
|
$692,625
0.2% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
15,238
shares
|
$686,319
0.02% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
15,111
shares
|
$680,599
0.03% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
14,843
shares
|
$668,528
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,767
shares
|
$665,105
0.01% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
14,624
shares
|
$658,664
0.05% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
14,320
shares
|
$644,972
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,074
shares
|
$633,892
0.3% of portfolio
|
Q1 2023
Added 2.47%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,826
shares
|
$622,723
0.07% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$616,192
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|