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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,018
shares
|
$395,709
0.0% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
8,946
shares
|
$392,550
0.13% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
8,799
shares
|
$386,100
0.27% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
8,763
shares
|
$384,520
0.05% of portfolio
|
Q4 2024
Reduced 25.52%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
8,712
shares
|
$382,282
0.13% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
8,567
shares
|
$375,919
0.03% of portfolio
|
Q1 2025
Reduced 27.84%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
8,547
shares
|
$375,042
0.11% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,537
shares
|
$374,603
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
8,475
shares
|
$371,883
0.0% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
8,409
shares
|
$368,986
0.21% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
8,392
shares
|
$368,240
0.05% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
8,241
shares
|
$361,615
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
8,061
shares
|
$353,716
0.03% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
8,026
shares
|
$352,180
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8,005
shares
|
$351,259
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,989
shares
|
$350,557
0.0% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
7,935
shares
|
$348,187
0.06% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
7,845
shares
|
$344,238
0.05% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
7,641
shares
|
$335,287
0.04% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
7,629
shares
|
$334,760
0.38% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,467
shares
|
$327,651
0.01% of portfolio
|
Q1 2025
Reduced 86.62%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
7,398
shares
|
$324,624
0.02% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
7,370
shares
|
$323,395
0.1% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
7,272
shares
|
$319,095
0.11% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,251
shares
|
$318,173
0.02% of portfolio
|
Q1 2025
Reduced 9.39%
|