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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
19,699
shares
|
$935,702
0.02% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,391
shares
|
$921,072
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
19,319
shares
|
$917,652
0.01% of portfolio
|
Q2 2025
Added 170.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,186
shares
|
$911,335
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
18,639
shares
|
$885,352
0.02% of portfolio
|
Q2 2025
Added 149.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,384
shares
|
$873,240
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,316
shares
|
$870,010
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
17,826
shares
|
$846,735
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
17,821
shares
|
$846,497
0.52% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
17,704
shares
|
$840,940
0.02% of portfolio
|
Q2 2025
Reduced 41.34%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,606
shares
|
$836,285
0.0% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
17,494
shares
|
$830,965
0.16% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,131
shares
|
$813,722
0.0% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
16,950
shares
|
$805,125
0.12% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,584
shares
|
$787,740
0.03% of portfolio
|
Q2 2025
Reduced 51.93%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
16,388
shares
|
$778,430
0.13% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,106
shares
|
$765,035
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,107
shares
|
$717,582
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
14,834
shares
|
$704,615
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,784
shares
|
$702,240
0.02% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
14,285
shares
|
$678,537
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
14,179
shares
|
$673,502
0.1% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,074
shares
|
$668,515
0.3% of portfolio
|
Q1 2023
Added 2.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,836
shares
|
$657,210
0.02% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$649,847
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|