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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
7,407
shares
|
$351,165
0.05% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
7,370
shares
|
$349,411
0.09% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
7,353
shares
|
$348,605
0.08% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,343
shares
|
$348,131
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,057
shares
|
$334,572
0.0% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,039
shares
|
$333,718
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,963
shares
|
$330,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
6,955
shares
|
$329,736
0.03% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,803
shares
|
$322,530
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,607
shares
|
$313,237
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
6,528
shares
|
$309,492
0.32% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,350
shares
|
$301,053
0.05% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
6,246
shares
|
$296,122
0.05% of portfolio
|
Q1 2025
Reduced 87.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,202
shares
|
$294,036
0.0% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,137
shares
|
$290,955
0.0% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,078
shares
|
$288,157
0.02% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
5,934
shares
|
$281,330
0.0% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,898
shares
|
$279,624
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
5,890
shares
|
$279,244
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,829
shares
|
$276,352
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,700
shares
|
$270,237
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,667
shares
|
$268,672
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,655
shares
|
$268,103
0.01% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
5,544
shares
|
$262,841
0.11% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,538
shares
|
$262,556
0.08% of portfolio
|
Q2 2025
Reduced 1.05%
|