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 $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,727,773
shares
|
$120 Million
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
995,458
shares
|
$43.7 Million
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
566,367
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.44%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
426,954
shares
|
$18.7 Million
0.37% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
280,083
shares
|
$12.3 Million
5.77% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
275,406
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
273,829
shares
|
$12 Million
0.51% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
264,141
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
253,483
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
225,880
shares
|
$9.91 Million
0.02% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
198,918
shares
|
$8.73 Million
0.0% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
193,916
shares
|
$8.51 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
160,042
shares
|
$7.02 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
154,705
shares
|
$6.79 Million
0.01% of portfolio
|
Q1 2025
Added 64.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
140,084
shares
|
$6.15 Million
0.11% of portfolio
|
Q4 2022
Added 2232.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
139,117
shares
|
$6.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
136,066
shares
|
$5.97 Million
2.06% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
132,110
shares
|
$5.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
128,460
shares
|
$5.64 Million
4.75% of portfolio
|
Q3 2022
Added 12.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
126,327
shares
|
$5.54 Million
0.23% of portfolio
|
Q1 2025
Reduced 33.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
115,224
shares
|
$5.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
111,254
shares
|
$4.88 Million
0.62% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
108,318
shares
|
$4.75 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
104,144
shares
|
$4.57 Million
0.52% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
90,740
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 87.66%
|