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 274 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
13,961
shares
|
$624,196
0.37% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$611,677
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
13,457
shares
|
$601,662
0.35% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
13,310
shares
|
$595,090
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,299
shares
|
$594,598
0.07% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,917
shares
|
$577,519
0.0% of portfolio
|
Q4 2024
Added 38.56%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
12,733
shares
|
$569,292
0.01% of portfolio
|
Q4 2024
Added 63.62%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,633
shares
|
$564,821
0.04% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
12,293
shares
|
$549,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
11,864
shares
|
$530,439
0.15% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,850
shares
|
$529,813
0.16% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,652
shares
|
$520,960
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,457
shares
|
$512,242
0.31% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
11,351
shares
|
$507,503
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,280
shares
|
$504,328
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
11,277
shares
|
$504,194
0.05% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,213
shares
|
$501,333
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,769
shares
|
$481,481
0.0% of portfolio
|
Q4 2024
Reduced 70.08%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,749
shares
|
$480,587
0.01% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,630
shares
|
$475,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10,529
shares
|
$470,751
0.03% of portfolio
|
Q1 2020
Added 16.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
10,508
shares
|
$469,812
0.0% of portfolio
|
Q4 2024
Added 62.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,318
shares
|
$461,317
0.0% of portfolio
|
Q4 2024
Added 81.91%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
10,066
shares
|
$450,050
0.27% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,883
shares
|
$441,868
0.02% of portfolio
|
Q4 2024
Reduced 11.66%
|