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 |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
5,465
shares
|
$246,143
0.2% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
5,325
shares
|
$239,838
0.06% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
5,165
shares
|
$232,631
0.11% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
5,149
shares
|
$231,910
0.01% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
5,138
shares
|
$231,415
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,083
shares
|
$228,938
0.1% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,019
shares
|
$226,055
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
5,000
shares
|
$225,200
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,944
shares
|
$222,677
0.0% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
4,888
shares
|
$220,155
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
4,870
shares
|
$219,344
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,857
shares
|
$218,759
0.0% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,810
shares
|
$216,642
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
4,788
shares
|
$215,651
0.03% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
4,788
shares
|
$215,651
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,713
shares
|
$212,273
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
4,688
shares
|
$211,147
0.02% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
4,427
shares
|
$199,392
0.05% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,297
shares
|
$193,536
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,670
shares
|
$165,296
0.01% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
3,620
shares
|
$163,044
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,460
shares
|
$155,838
0.01% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,449
shares
|
$155,342
0.01% of portfolio
|
Q2 2020
Reduced 8.5%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
3,381
shares
|
$152,280
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,379
shares
|
$152,190
0.0% of portfolio
|
Q2 2022
New holding
|