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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
93,348
shares
|
$4.45 Million
2.71% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
91,704
shares
|
$4.37 Million
0.92% of portfolio
|
Q3 2025
Added 1202.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
90,743
shares
|
$4.33 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
89,949
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,526
shares
|
$3.84 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
80,207
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
78,469
shares
|
$3.74 Million
0.04% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
77,415
shares
|
$3.69 Million
0.45% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
75,317
shares
|
$3.59 Million
2.06% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
73,148
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
72,240
shares
|
$3.45 Million
0.05% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
68,249
shares
|
$3.26 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
56,483
shares
|
$2.69 Million
0.42% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
52,715
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
52,284
shares
|
$2.49 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
51,096
shares
|
$2.44 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
47,345
shares
|
$2.26 Million
0.32% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
46,367
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
45,529
shares
|
$2.17 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
45,218
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
43,847
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 139.39%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
43,587
shares
|
$2.08 Million
0.56% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
42,661
shares
|
$2.03 Million
0.62% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,148
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,032
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 17.62%
|
|