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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,944
shares
|
$186,985
0.0% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,908
shares
|
$185,278
0.01% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,783
shares
|
$179,352
0.01% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
3,627
shares
|
$171,956
0.05% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,449
shares
|
$163,517
0.01% of portfolio
|
Q2 2020
Reduced 8.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,379
shares
|
$160,198
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,287
shares
|
$155,836
0.0% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,964
shares
|
$140,523
0.03% of portfolio
|
Q2 2023
Added 6.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,659
shares
|
$126,063
0.01% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2,617
shares
|
$124,071
0.05% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,554
shares
|
$121,085
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,526
shares
|
$119,757
0.04% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,362
shares
|
$111,982
0.02% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,345
shares
|
$111,176
0.0% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,047
shares
|
$97,048
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,040
shares
|
$96,716
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,958
shares
|
$92,828
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,937
shares
|
$91,833
0.0% of portfolio
|
Q2 2025
Added 85.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,894
shares
|
$89,794
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,883
shares
|
$89,273
0.01% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,785
shares
|
$84,626
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,780
shares
|
$84,389
0.01% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,683
shares
|
$79,791
0.03% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,645
shares
|
$77,989
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,554
shares
|
$73,675
0.02% of portfolio
|
Q2 2025
Added 0.58%
|