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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,894
shares
|
$83,809
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,887
shares
|
$83,499
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,825
shares
|
$80,756
0.01% of portfolio
|
Q2 2024
Reduced 52.78%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,729
shares
|
$76,508
0.0% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,665
shares
|
$73,676
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,518
shares
|
$67,171
0.02% of portfolio
|
Q3 2024
Reduced 33.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,507
shares
|
$66,684
0.0% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,370
shares
|
$60,622
0.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,334
shares
|
$59,029
0.0% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,260
shares
|
$55,755
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,246
shares
|
$55,135
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,192
shares
|
$52,746
0.0% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,059
shares
|
$46,860
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,020
shares
|
$45,135
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,004
shares
|
$44,427
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
800
shares
|
$35,400
0.01% of portfolio
|
Q2 2021
Reduced 95.93%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
669
shares
|
$29,603
0.0% of portfolio
|
Q3 2024
Added 502.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
625
shares
|
$27,656
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
619
shares
|
$27,390
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
619
shares
|
$27,390
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
595
shares
|
$26,328
0.0% of portfolio
|
Q4 2023
Reduced 28.05%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
552
shares
|
$24,426
0.0% of portfolio
|
Q4 2023
Reduced 40.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
516
shares
|
$22,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
503
shares
|
$22,257
0.01% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
500
shares
|
$22,125
0.01% of portfolio
|
Q2 2024
New holding
|