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 253 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $498 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
13,310
shares
|
$585,240
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,076
shares
|
$574,951
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,045
shares
|
$573,588
0.03% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,633
shares
|
$555,473
0.04% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,557
shares
|
$552,131
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
12,230
shares
|
$537,753
0.37% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,967
shares
|
$526,188
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
11,864
shares
|
$521,660
0.15% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,850
shares
|
$521,044
0.16% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,652
shares
|
$512,338
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
11,651
shares
|
$512,294
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
11,277
shares
|
$495,849
0.05% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,267
shares
|
$495,409
0.0% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,188
shares
|
$491,936
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,155
shares
|
$490,485
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,794
shares
|
$474,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,721
shares
|
$471,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10,529
shares
|
$462,960
0.03% of portfolio
|
Q1 2020
Added 16.25%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,277
shares
|
$451,879
0.31% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
10,043
shares
|
$441,590
0.28% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,889
shares
|
$434,819
0.0% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,881
shares
|
$434,467
0.0% of portfolio
|
Q3 2024
Reduced 22.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,795
shares
|
$430,686
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
9,586
shares
|
$421,496
0.01% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,447
shares
|
$415,384
0.0% of portfolio
|
Q3 2024
Added 0.18%
|