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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
34,121
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
Added 6.03%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
31,536
shares
|
$1.38 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,170
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2023
Added 2.03%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
30,183
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 57.57%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
29,629
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,407
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 173.07%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
28,505
shares
|
$1.25 Million
0.97% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
27,858
shares
|
$1.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
26,090
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
26,015
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 169.61%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
24,778
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
24,725
shares
|
$1.08 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,421
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Added 203.07%
|
|
|
Fort Henry Capital, LLC
|
Apr 22, 2025 Q1 2025 |
21,991
shares
|
$964,965
0.69% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
21,286
shares
|
$934,029
0.6% of portfolio
|
Q1 2025
Reduced 81.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,900
shares
|
$917,092
0.01% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
20,430
shares
|
$896,468
0.03% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
20,140
shares
|
$883,743
0.21% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
20,124
shares
|
$883,041
0.03% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
20,101
shares
|
$882,031
0.34% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
20,100
shares
|
$881,988
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
19,641
shares
|
$861,847
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
19,613
shares
|
$860,618
0.03% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,553
shares
|
$857,985
0.0% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,474
shares
|
$854,519
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|