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 291 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,891
shares
|
$376,400
0.11% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,771
shares
|
$370,676
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,647
shares
|
$364,761
0.0% of portfolio
|
Q3 2025
Added 23.3%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
7,640
shares
|
$364,428
0.33% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,339
shares
|
$350,070
0.03% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Efficient Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,321
shares
|
$349,211
0.02% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
7,310
shares
|
$348,687
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,171
shares
|
$342,056
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
7,080
shares
|
$337,716
0.08% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,057
shares
|
$336,618
0.0% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,028
shares
|
$335,235
0.0% of portfolio
|
Q3 2025
Added 43.6%
|
|
|
Xena Financial Planning, LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
6,960
shares
|
$331,992
0.39% of portfolio
|
Q4 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
6,955
shares
|
$331,753
0.03% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
6,896
shares
|
$328,939
0.28% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
6,850
shares
|
$326,745
0.01% of portfolio
|
Q4 2025
Added 3.51%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
6,840
shares
|
$326,268
0.08% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
6,805
shares
|
$324,598
0.11% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
6,804
shares
|
$324,550
0.04% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
6,749
shares
|
$321,927
0.08% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
6,718
shares
|
$320,448
0.0% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$305,280
0.05% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
6,246
shares
|
$297,934
0.05% of portfolio
|
Q1 2025
Reduced 87.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,232
shares
|
$297,266
0.0% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
6,078
shares
|
$289,920
0.02% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,019
shares
|
$287,106
0.0% of portfolio
|
Q3 2025
New holding
|
|