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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,364
shares
|
$207,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,341
shares
|
$206,197
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
4,081
shares
|
$193,847
0.04% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,040
shares
|
$191,900
0.01% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
3,657
shares
|
$173,707
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
3,600
shares
|
$171,000
0.37% of portfolio
|
Q3 2025
Reduced 88.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,449
shares
|
$163,827
0.01% of portfolio
|
Q2 2020
Reduced 8.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,379
shares
|
$160,502
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,287
shares
|
$156,132
0.0% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,964
shares
|
$140,790
0.03% of portfolio
|
Q2 2023
Added 6.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,678
shares
|
$127,205
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2,617
shares
|
$124,307
0.05% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,554
shares
|
$121,315
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,534
shares
|
$120,365
0.0% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,491
shares
|
$118,322
0.04% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,450
shares
|
$116,375
0.01% of portfolio
|
Q3 2025
Reduced 37.31%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,385
shares
|
$113,287
0.0% of portfolio
|
Q3 2025
Added 92.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,362
shares
|
$112,195
0.02% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,047
shares
|
$97,232
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,040
shares
|
$96,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,958
shares
|
$93,005
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,894
shares
|
$89,965
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,883
shares
|
$89,442
0.01% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,785
shares
|
$84,787
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,744
shares
|
$82,840
0.01% of portfolio
|
Q3 2025
Reduced 2.02%
|