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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
465
shares
|
$22,045
0.01% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
457
shares
|
$21,666
0.01% of portfolio
|
Q2 2022
Reduced 36.26%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
427
shares
|
$20,244
0.0% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
425
shares
|
$20,149
0.0% of portfolio
|
Q2 2025
Added 507.14%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
411
shares
|
$19,485
0.0% of portfolio
|
Q2 2024
Added 155.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
373
shares
|
$17,683
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
372
shares
|
$17,636
0.0% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
371
shares
|
$17,589
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
355
shares
|
$16,830
0.0% of portfolio
|
Q2 2025
Reduced 85.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
284
shares
|
$13,464
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
239
shares
|
$11,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
234
shares
|
$11,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
209
shares
|
$9,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
200
shares
|
$9,482
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
186
shares
|
$8,818
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
168
shares
|
$7,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
144
shares
|
$6,827
0.0% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
135
shares
|
$6,400
0.0% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
128
shares
|
$6,068
0.0% of portfolio
|
Q2 2025
Reduced 60.37%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
115
shares
|
$5,452
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
111
shares
|
$5,262
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
96
shares
|
$4,551
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
95
shares
|
$4,503
0.0% of portfolio
|
Q2 2025
Reduced 94.31%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
93
shares
|
$4,409
0.0% of portfolio
|
Q2 2023
Added 1.09%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
75
shares
|
$3,555
0.0% of portfolio
|
Q4 2023
New holding
|