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 $582 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
35,981
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
34,121
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2023
Added 6.03%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
33,587
shares
|
$1.6 Million
0.89% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
32,635
shares
|
$1.56 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,240
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 88.2%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 20, 2026 Q4 2025 |
31,999
shares
|
$1.53 Million
1.17% of portfolio
|
Q4 2025
Reduced 2.42%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,170
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2023
Added 2.03%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
28,197
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
27,880
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
27,295
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
26,449
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 74.58%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
25,331
shares
|
$1.21 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
25,243
shares
|
$1.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
24,670
shares
|
$1.18 Million
0.29% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
24,656
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
24,217
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.93%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
23,096
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22,819
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Fort Henry Capital, LLC
|
Jan 23, 2026 Q4 2025 |
22,557
shares
|
$1.08 Million
0.67% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
22,148
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
21,836
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,422
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
21,309
shares
|
$1.02 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
21,224
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
21,200
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2025
New holding
|
|