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 274 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
7,935
shares
|
$354,773
0.06% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
7,925
shares
|
$354,326
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
7,864
shares
|
$351,599
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,508
shares
|
$335,682
0.03% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
7,472
shares
|
$334,073
0.32% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,435
shares
|
$332,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
7,370
shares
|
$329,512
0.11% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
7,214
shares
|
$322,537
0.0% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,113
shares
|
$318,022
0.01% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
7,092
shares
|
$317,083
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,091
shares
|
$317,038
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,063
shares
|
$315,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,025
shares
|
$314,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
6,893
shares
|
$308,186
0.11% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,698
shares
|
$299,467
0.18% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
6,334
shares
|
$283,193
0.2% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,250
shares
|
$279,437
0.04% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,172
shares
|
$275,950
0.0% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
6,155
shares
|
$275,190
0.07% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
6,109
shares
|
$273,133
0.02% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,036
shares
|
$269,869
0.01% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,911
shares
|
$264,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,853
shares
|
$261,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,829
shares
|
$260,614
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,793
shares
|
$259,005
0.03% of portfolio
|
Q4 2024
Added 22.63%
|