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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,582
shares
|
$454,282
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
9,552
shares
|
$452,860
0.17% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,528
shares
|
$451,722
0.12% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
9,280
shares
|
$439,964
0.25% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
9,179
shares
|
$435,176
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
8,946
shares
|
$424,129
0.13% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,881
shares
|
$421,048
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,797
shares
|
$417,065
0.03% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
8,782
shares
|
$416,354
0.27% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
8,771
shares
|
$415,833
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
8,443
shares
|
$400,282
0.22% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
8,394
shares
|
$397,959
0.11% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
8,392
shares
|
$397,864
0.05% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
8,271
shares
|
$392,128
0.1% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
8,241
shares
|
$390,705
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
8,108
shares
|
$384,400
0.03% of portfolio
|
Q2 2025
Added 48.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,005
shares
|
$379,517
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,938
shares
|
$376,340
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
7,935
shares
|
$376,198
0.06% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,921
shares
|
$375,534
0.02% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,889
shares
|
$374,017
0.11% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,734
shares
|
$366,668
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,714
shares
|
$365,720
0.03% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,641
shares
|
$362,259
0.03% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
7,629
shares
|
$361,690
0.38% of portfolio
|
Q1 2025
Added 2.1%
|