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 250 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $501 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
9,329
shares
|
$412,808
0.18% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,322
shares
|
$412,498
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
9,075
shares
|
$401,568
0.19% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
8,957
shares
|
$396,347
0.16% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
8,946
shares
|
$395,860
0.13% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
8,877
shares
|
$392,807
0.09% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,831
shares
|
$390,771
0.0% of portfolio
|
Q3 2024
Added 67.86%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
8,816
shares
|
$390,108
0.04% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
8,675
shares
|
$383,868
0.04% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
8,417
shares
|
$372,452
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
8,386
shares
|
$371,080
0.06% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
8,314
shares
|
$367,894
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
7,992
shares
|
$353,646
0.02% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
7,940
shares
|
$351,345
0.12% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,935
shares
|
$351,123
0.06% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,862
shares
|
$347,893
0.12% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$347,362
0.02% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
7,841
shares
|
$346,964
0.13% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,782
shares
|
$344,353
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,532
shares
|
$333,291
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
7,521
shares
|
$332,804
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,464
shares
|
$330,282
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
7,370
shares
|
$326,122
0.11% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7,347
shares
|
$325,104
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
7,167
shares
|
$317,139
0.16% of portfolio
|
Q3 2024
New holding
|