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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
90,160
shares
|
$3.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
86,472
shares
|
$3.79 Million
0.28% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
84,215
shares
|
$3.7 Million
1.87% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
81,636
shares
|
$3.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
80,912
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Added 93.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,526
shares
|
$3.53 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
76,471
shares
|
$3.36 Million
0.51% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
75,044
shares
|
$3.29 Million
0.04% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
70,902
shares
|
$3.11 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
69,105
shares
|
$3.03 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
64,157
shares
|
$2.82 Million
0.1% of portfolio
|
Q1 2025
Added 61.75%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
60,312
shares
|
$2.65 Million
1.84% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
60,213
shares
|
$2.64 Million
0.34% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
57,721
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
52,217
shares
|
$2.29 Million
0.27% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
49,394
shares
|
$2.17 Million
0.42% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
44,175
shares
|
$1.94 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
43,345
shares
|
$1.9 Million
0.29% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,148
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,032
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
40,552
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Added 87.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,761
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
37,980
shares
|
$1.67 Million
1.45% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
34,497
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
34,243
shares
|
$1.5 Million
0.32% of portfolio
|
Q1 2025
Added 70.15%
|