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 274 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
5,712
shares
|
$255,383
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,700
shares
|
$254,847
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,691
shares
|
$254,444
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,662
shares
|
$253,148
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,630
shares
|
$251,717
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,620
shares
|
$251,270
0.01% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
5,588
shares
|
$249,839
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$245,905
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
5,484
shares
|
$245,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,352
shares
|
$239,287
0.1% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,302
shares
|
$237,052
0.0% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,148
shares
|
$230,167
0.0% of portfolio
|
Q4 2024
Added 241.61%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
5,135
shares
|
$229,585
0.04% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
5,135
shares
|
$229,585
0.05% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,019
shares
|
$224,399
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,890
shares
|
$218,631
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
4,866
shares
|
$217,558
0.05% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,836
shares
|
$216,217
0.02% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,809
shares
|
$215,010
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
4,723
shares
|
$211,165
0.04% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,670
shares
|
$208,795
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,610
shares
|
$206,113
0.01% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
4,406
shares
|
$196,992
0.03% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,307
shares
|
$192,565
0.0% of portfolio
|
Q4 2024
Added 128.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,297
shares
|
$192,118
0.05% of portfolio
|
Q3 2024
New holding
|