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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
14,285
shares
|
$677,251
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,074
shares
|
$667,248
0.3% of portfolio
|
Q1 2023
Added 2.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,836
shares
|
$655,964
0.02% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$648,616
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
13,310
shares
|
$631,027
0.46% of portfolio
|
Q4 2021
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,248
shares
|
$628,087
0.06% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
12,818
shares
|
$607,701
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
12,534
shares
|
$594,236
0.04% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
12,462
shares
|
$590,823
0.32% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,445
shares
|
$590,017
0.0% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,229
shares
|
$579,776
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
12,042
shares
|
$570,911
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,763
shares
|
$557,683
0.02% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
11,612
shares
|
$550,524
0.0% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,457
shares
|
$543,176
0.31% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
11,277
shares
|
$534,642
0.05% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
11,244
shares
|
$533,078
0.06% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
11,158
shares
|
$529,000
0.17% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10,529
shares
|
$499,179
0.03% of portfolio
|
Q1 2020
Added 16.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,504
shares
|
$497,994
0.01% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
10,117
shares
|
$479,646
0.01% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,951
shares
|
$471,776
0.04% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,883
shares
|
$468,553
0.02% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,751
shares
|
$462,294
0.02% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
9,657
shares
|
$457,838
0.13% of portfolio
|
Q2 2025
Added 20.32%
|