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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
649
shares
|
$30,957
0.0% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
632
shares
|
$30,146
0.02% of portfolio
|
Q4 2025
Added 3.44%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
629
shares
|
$30,003
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
595
shares
|
$28,381
0.0% of portfolio
|
Q4 2023
Reduced 28.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
587
shares
|
$27,999
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
565
shares
|
$26,950
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
513
shares
|
$24,470
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
500
shares
|
$23,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
484
shares
|
$23,086
0.0% of portfolio
|
Q3 2025
Added 36.34%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
457
shares
|
$21,798
0.01% of portfolio
|
Q2 2022
Reduced 36.26%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
430
shares
|
$20,511
0.0% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
411
shares
|
$19,604
0.0% of portfolio
|
Q2 2024
Added 155.28%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
405
shares
|
$19,318
0.0% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
376
shares
|
$17,935
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
371
shares
|
$17,696
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
365
shares
|
$17,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
291
shares
|
$13,880
0.0% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
239
shares
|
$11,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
234
shares
|
$11,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
216
shares
|
$10,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
186
shares
|
$8,872
0.0% of portfolio
|
Q3 2025
Added 67.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
168
shares
|
$8,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
144
shares
|
$6,868
0.0% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
135
shares
|
$6,439
0.0% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
128
shares
|
$6,105
0.0% of portfolio
|
Q2 2025
Reduced 60.37%
|
|