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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,538
shares
|
$263,055
0.08% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
5,500
shares
|
$261,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
5,465
shares
|
$259,587
0.2% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,388
shares
|
$255,930
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,356
shares
|
$254,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
5,325
shares
|
$252,937
0.07% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
5,023
shares
|
$238,592
0.04% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$237,500
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$237,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,903
shares
|
$232,892
0.09% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,894
shares
|
$232,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,851
shares
|
$230,422
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,847
shares
|
$230,232
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,822
shares
|
$229,045
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
4,808
shares
|
$228,380
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
4,808
shares
|
$228,380
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
4,733
shares
|
$224,817
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,707
shares
|
$223,582
0.0% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,683
shares
|
$222,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,604
shares
|
$218,690
0.01% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
4,495
shares
|
$213,512
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,494
shares
|
$213,465
0.0% of portfolio
|
Q2 2025
Reduced 64.89%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
4,466
shares
|
$212,135
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
4,433
shares
|
$210,567
0.1% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
4,384
shares
|
$208,240
0.02% of portfolio
|
Q2 2025
New holding
|