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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,135
shares
|
$321,360
0.0% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,092
shares
|
$319,423
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,039
shares
|
$317,036
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,977
shares
|
$314,244
0.0% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
6,955
shares
|
$313,253
0.03% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
6,843
shares
|
$308,208
0.19% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6,829
shares
|
$307,578
0.01% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,597
shares
|
$297,128
0.0% of portfolio
|
Q1 2025
Added 37.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,478
shares
|
$291,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,300
shares
|
$283,752
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
6,246
shares
|
$281,319
0.05% of portfolio
|
Q1 2025
Reduced 87.14%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
6,187
shares
|
$278,662
0.12% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,109
shares
|
$275,149
0.02% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
6,071
shares
|
$273,437
0.3% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,945
shares
|
$267,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
5,857
shares
|
$263,799
0.03% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,853
shares
|
$263,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,829
shares
|
$262,538
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,808
shares
|
$261,592
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,700
shares
|
$256,728
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,599
shares
|
$252,178
0.01% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,597
shares
|
$252,088
0.08% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
5,500
shares
|
$247,720
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
5,484
shares
|
$246,999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
5,465
shares
|
$246,143
0.02% of portfolio
|
Q1 2025
New holding
|