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 291 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $583 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,491
shares
|
$118,820
0.04% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,385
shares
|
$113,764
0.0% of portfolio
|
Q3 2025
Added 92.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,362
shares
|
$112,667
0.02% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,115
shares
|
$100,885
0.01% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,958
shares
|
$93,396
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,894
shares
|
$90,343
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,785
shares
|
$85,144
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,744
shares
|
$83,188
0.01% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
1,728
shares
|
$82,425
0.01% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
1,650
shares
|
$78,705
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,645
shares
|
$78,466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,567
shares
|
$74,745
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,554
shares
|
$74,125
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,510
shares
|
$72,027
0.01% of portfolio
|
Q3 2025
Added 655.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,453
shares
|
$69,308
0.0% of portfolio
|
Q4 2025
Reduced 4.09%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,346
shares
|
$64,204
0.01% of portfolio
|
Q3 2025
Added 31.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,236
shares
|
$58,957
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,186
shares
|
$56,572
0.04% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,072
shares
|
$51,134
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,020
shares
|
$48,654
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
959
shares
|
$45,744
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
820
shares
|
$39,114
0.0% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
809
shares
|
$38,589
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$38,160
0.01% of portfolio
|
Q2 2021
Reduced 95.93%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
724
shares
|
$34,534
0.0% of portfolio
|
Q3 2025
Reduced 16.59%
|
|