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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
5,529
shares
|
$262,129
0.1% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
5,500
shares
|
$260,754
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
5,465
shares
|
$259,095
0.2% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,414
shares
|
$256,677
0.02% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,388
shares
|
$255,445
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,356
shares
|
$253,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
5,325
shares
|
$252,458
0.07% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$237,049
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$237,049
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,914
shares
|
$232,972
0.04% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,903
shares
|
$232,451
0.09% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,894
shares
|
$232,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,851
shares
|
$229,985
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,847
shares
|
$229,796
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,814
shares
|
$228,231
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
4,805
shares
|
$227,805
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
4,707
shares
|
$223,158
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,683
shares
|
$222,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,494
shares
|
$213,060
0.0% of portfolio
|
Q2 2025
Reduced 64.89%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
4,466
shares
|
$211,733
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
4,433
shares
|
$210,168
0.1% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
4,384
shares
|
$207,845
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,367
shares
|
$207,039
0.06% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,364
shares
|
$206,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
4,081
shares
|
$193,480
0.04% of portfolio
|
Q2 2025
Reduced 7.82%
|