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 284 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $535 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
1,200
shares
|
$55,188
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,190
shares
|
$54,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,169
shares
|
$53,762
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,130
shares
|
$51,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,035
shares
|
$47,599
0.0% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,020
shares
|
$46,909
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,011
shares
|
$46,495
0.05% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
968
shares
|
$44,518
0.0% of portfolio
|
Q1 2025
Reduced 81.2%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
953
shares
|
$43,828
0.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
902
shares
|
$41,482
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
840
shares
|
$38,631
0.0% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
826
shares
|
$37,987
0.0% of portfolio
|
Q1 2025
Reduced 51.07%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$36,792
0.01% of portfolio
|
Q2 2021
Reduced 95.93%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
642
shares
|
$29,525
0.0% of portfolio
|
Q1 2025
Reduced 46.14%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
627
shares
|
$28,835
0.02% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
625
shares
|
$28,743
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
625
shares
|
$28,743
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
595
shares
|
$27,364
0.0% of portfolio
|
Q4 2023
Reduced 28.05%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
552
shares
|
$25,386
0.0% of portfolio
|
Q4 2023
Reduced 40.65%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
507
shares
|
$23,316
0.01% of portfolio
|
Q1 2025
Reduced 41.11%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
500
shares
|
$22,995
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
475
shares
|
$21,845
0.0% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
457
shares
|
$21,017
0.01% of portfolio
|
Q2 2022
Reduced 36.26%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
411
shares
|
$18,901
0.0% of portfolio
|
Q2 2024
Added 155.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
379
shares
|
$17,430
0.0% of portfolio
|
Q4 2024
Added 1.88%
|