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 283 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,363
shares
|
$147,568
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
3,230
shares
|
$141,732
0.02% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,964
shares
|
$130,060
0.03% of portfolio
|
Q2 2023
Added 6.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,610
shares
|
$114,526
0.0% of portfolio
|
Q4 2024
Added 32.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,584
shares
|
$113,385
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2,583
shares
|
$113,342
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,419
shares
|
$106,145
0.0% of portfolio
|
Q1 2025
Added 340.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,414
shares
|
$105,926
0.01% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,362
shares
|
$103,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,362
shares
|
$103,644
0.02% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,040
shares
|
$89,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,958
shares
|
$85,917
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,894
shares
|
$83,108
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,780
shares
|
$78,106
0.01% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,753
shares
|
$76,921
0.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,750
shares
|
$76,790
0.01% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
1,670
shares
|
$73,279
0.05% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,651
shares
|
$72,445
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,545
shares
|
$67,794
0.02% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,538
shares
|
$67,487
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,462
shares
|
$64,152
0.01% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,322
shares
|
$58,009
0.03% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,236
shares
|
$54,235
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
1,200
shares
|
$52,656
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,190
shares
|
$52,217
0.0% of portfolio
|
Q1 2025
New holding
|