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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
20,737
shares
|
$989,154
0.35% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
20,692
shares
|
$987,008
0.24% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
20,513
shares
|
$978,470
0.02% of portfolio
|
Q4 2025
Added 4.5%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
20,258
shares
|
$966,306
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
20,089
shares
|
$958,245
0.0% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,857
shares
|
$947,178
0.0% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
18,933
shares
|
$903,104
0.0% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,384
shares
|
$876,916
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
18,113
shares
|
$863,990
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
17,856
shares
|
$851,731
0.04% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
17,827
shares
|
$850,347
0.5% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
17,674
shares
|
$843,049
0.16% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
17,102
shares
|
$815,765
0.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
16,950
shares
|
$808,515
0.12% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
16,829
shares
|
$802,743
0.01% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
16,212
shares
|
$773,312
0.13% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
15,428
shares
|
$735,915
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,905
shares
|
$710,968
0.01% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,784
shares
|
$705,196
0.02% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
14,782
shares
|
$705,101
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,772
shares
|
$704,624
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
14,730
shares
|
$702,621
0.1% of portfolio
|
Q4 2025
Added 3.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,545
shares
|
$693,796
0.0% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
14,391
shares
|
$686,450
0.02% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
14,231
shares
|
$678,818
0.26% of portfolio
|
Q4 2025
Added 295.31%
|
|