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 257 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $503 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
39,859
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,196
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
35,995
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
34,121
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
Added 6.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
33,487
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
31,277
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,170
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2023
Added 2.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,941
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 78.51%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
29,629
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
29,028
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2024
Reduced 31.35%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
28,505
shares
|
$1.26 Million
1.07% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,090
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27,888
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
27,547
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
27,000
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
26,640
shares
|
$1.17 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
24,461
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
23,951
shares
|
$1.06 Million
0.74% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,972
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
22,398
shares
|
$987,303
0.0% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,896
shares
|
$965,175
0.01% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
21,842
shares
|
$962,795
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
21,078
shares
|
$929,118
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
20,717
shares
|
$913,205
0.03% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
20,400
shares
|
$899,232
0.42% of portfolio
|
Q3 2024
Added 17.21%
|