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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
20,212
shares
|
$885,689
0.21% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
20,125
shares
|
$881,877
0.19% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
19,872
shares
|
$870,791
0.07% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
19,690
shares
|
$862,815
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
19,659
shares
|
$861,457
0.01% of portfolio
|
Q4 2024
Added 28.28%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
19,302
shares
|
$845,813
0.14% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
18,880
shares
|
$827,321
0.03% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
18,570
shares
|
$813,737
0.0% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
18,457
shares
|
$808,785
0.3% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
18,179
shares
|
$796,603
0.42% of portfolio
|
Q4 2024
Reduced 33.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
18,081
shares
|
$792,309
0.01% of portfolio
|
Q4 2024
Added 51.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,059
shares
|
$791,345
0.04% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
18,011
shares
|
$789,242
0.0% of portfolio
|
Q4 2024
Reduced 46.21%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
17,864
shares
|
$782,800
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
17,771
shares
|
$778,725
0.51% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
17,714
shares
|
$776,227
0.16% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
17,548
shares
|
$768,953
0.17% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
17,075
shares
|
$748,226
0.23% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,593
shares
|
$727,105
0.03% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
16,198
shares
|
$709,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
15,839
shares
|
$694,064
0.13% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
15,238
shares
|
$667,729
0.02% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
14,993
shares
|
$656,993
0.0% of portfolio
|
Q4 2024
Added 51.74%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
14,220
shares
|
$623,120
0.01% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
14,164
shares
|
$620,666
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|