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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
93,421
shares
|
$4.43 Million
0.0% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
92,966
shares
|
$4.41 Million
1.83% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
91,624
shares
|
$4.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
90,280
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
89,455
shares
|
$4.24 Million
0.35% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,526
shares
|
$3.82 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
77,284
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
77,212
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
76,073
shares
|
$3.61 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
74,295
shares
|
$3.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
69,302
shares
|
$3.29 Million
0.09% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
68,457
shares
|
$3.25 Million
1.97% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
58,524
shares
|
$2.77 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
51,096
shares
|
$2.42 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
49,991
shares
|
$2.37 Million
0.4% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
49,712
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 69.05%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
45,977
shares
|
$2.18 Million
0.28% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
45,927
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Added 441.91%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
43,451
shares
|
$2.06 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
43,206
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
41,627
shares
|
$1.97 Million
0.09% of portfolio
|
Q2 2025
Added 77.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,148
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,032
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
38,787
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
37,643
shares
|
$1.78 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.89%
|