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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
13,310
shares
|
$584,042
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
13,283
shares
|
$582,858
0.35% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
12,878
shares
|
$565,086
0.0% of portfolio
|
Q1 2025
Reduced 58.72%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,801
shares
|
$561,707
0.0% of portfolio
|
Q1 2025
Reduced 88.82%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
11,977
shares
|
$525,550
0.0% of portfolio
|
Q1 2025
Added 44.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,652
shares
|
$511,289
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,457
shares
|
$502,733
0.31% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
11,277
shares
|
$494,834
0.05% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,219
shares
|
$492,289
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
11,161
shares
|
$489,744
0.14% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
11,003
shares
|
$482,811
0.01% of portfolio
|
Q1 2025
Added 24.96%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
11,000
shares
|
$482,680
0.22% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10,529
shares
|
$462,012
0.03% of portfolio
|
Q1 2020
Added 16.25%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,419
shares
|
$457,185
0.05% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,404
shares
|
$456,527
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
10,252
shares
|
$449,857
0.01% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,883
shares
|
$433,666
0.02% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,751
shares
|
$427,873
0.02% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,514
shares
|
$417,474
0.01% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
9,497
shares
|
$416,728
0.17% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
9,387
shares
|
$411,901
0.05% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
9,280
shares
|
$407,206
0.25% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
9,158
shares
|
$401,853
0.0% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
9,144
shares
|
$401,238
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,046
shares
|
$396,938
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|