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 286 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $549 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
|
$126 Million
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
990,640
shares
|
$45.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
502,887
shares
|
$23.3 Million
0.39% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
408,327
shares
|
$18.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
281,931
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
280,175
shares
|
$13 Million
0.46% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
277,568
shares
|
$12.8 Million
5.49% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
277,462
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
267,607
shares
|
$12.4 Million
1.8% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
251,200
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
221,576
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
200,005
shares
|
$9.26 Million
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
193,916
shares
|
$8.98 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
165,931
shares
|
$7.68 Million
0.01% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
160,042
shares
|
$7.41 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
141,683
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
140,861
shares
|
$6.52 Million
2.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
132,219
shares
|
$6.12 Million
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
128,460
shares
|
$5.95 Million
4.75% of portfolio
|
Q3 2022
Added 12.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
128,093
shares
|
$5.93 Million
0.32% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
122,171
shares
|
$5.66 Million
0.65% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
106,655
shares
|
$4.94 Million
0.5% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
104,045
shares
|
$4.82 Million
0.04% of portfolio
|
Q2 2025
Added 452.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
97,221
shares
|
$4.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
93,421
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Added 15.46%
|