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 12 Million shares, which have been reported (via 13F filing form) to have a value of $567 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,554
shares
|
$73,675
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,487
shares
|
$70,498
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,237
shares
|
$58,646
0.0% of portfolio
|
Q2 2025
Added 47.26%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,236
shares
|
$58,598
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,177
shares
|
$55,801
0.04% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,163
shares
|
$55,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,130
shares
|
$53,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,032
shares
|
$48,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,027
shares
|
$48,690
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,020
shares
|
$48,358
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,019
shares
|
$48,310
0.0% of portfolio
|
Q2 2025
Reduced 56.86%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,011
shares
|
$47,931
0.05% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
955
shares
|
$45,276
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
900
shares
|
$42,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
868
shares
|
$41,151
0.0% of portfolio
|
Q2 2025
Added 191.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
809
shares
|
$38,354
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$37,928
0.01% of portfolio
|
Q2 2021
Reduced 95.93%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
786
shares
|
$37,264
0.02% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
631
shares
|
$29,915
0.0% of portfolio
|
Q2 2025
Added 1007.02%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
629
shares
|
$29,820
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
627
shares
|
$29,726
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
595
shares
|
$28,208
0.0% of portfolio
|
Q4 2023
Reduced 28.05%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
552
shares
|
$26,170
0.0% of portfolio
|
Q4 2023
Reduced 40.65%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
500
shares
|
$23,705
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
465
shares
|
$22,045
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|