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 |
|---|---|---|---|---|---|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
369
shares
|
$16,191
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
353
shares
|
$15,489
0.0% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
323
shares
|
$14,173
0.0% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
298
shares
|
$13,076
0.0% of portfolio
|
Q1 2025
Reduced 61.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
282
shares
|
$12,374
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
270
shares
|
$11,847
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
264
shares
|
$11,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
262
shares
|
$11,496
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
234
shares
|
$10,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
209
shares
|
$9,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
185
shares
|
$8,117
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
168
shares
|
$7,371
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
144
shares
|
$6,318
0.0% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
135
shares
|
$5,923
0.0% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
116
shares
|
$5,090
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
115
shares
|
$5,046
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
96
shares
|
$4,212
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
93
shares
|
$4,080
0.0% of portfolio
|
Q2 2023
Added 1.09%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
75
shares
|
$3,291
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
70
shares
|
$3,071
0.0% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
70
shares
|
$3,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
65
shares
|
$2,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
57
shares
|
$2,501
0.0% of portfolio
|
Q1 2025
Reduced 97.74%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
30
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
Reduced 93.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
30
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
New holding
|