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 |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,074
shares
|
$671,329
0.3% of portfolio
|
Q1 2023
Added 2.47%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$652,583
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,325
shares
|
$635,602
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,123
shares
|
$625,967
0.01% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,818
shares
|
$611,418
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
12,428
shares
|
$592,815
0.11% of portfolio
|
Q3 2025
Reduced 26.63%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
12,131
shares
|
$578,648
0.16% of portfolio
|
Q3 2025
Reduced 24.67%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
12,042
shares
|
$574,403
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,810
shares
|
$563,337
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,457
shares
|
$546,498
0.31% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
11,425
shares
|
$544,972
0.29% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
11,277
shares
|
$537,912
0.05% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
11,086
shares
|
$528,802
0.04% of portfolio
|
Q3 2025
Added 36.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
11,060
shares
|
$527,562
0.01% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
11,012
shares
|
$525,272
0.05% of portfolio
|
Q4 2025
Reduced 14.79%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
10,915
shares
|
$520,645
0.14% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
10,844
shares
|
$517,258
0.07% of portfolio
|
Q4 2025
Added 149.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10,529
shares
|
$502,233
0.03% of portfolio
|
Q1 2020
Added 16.25%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,379
shares
|
$495,078
0.18% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
10,323
shares
|
$492,407
0.03% of portfolio
|
Q3 2025
Added 30.32%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
10,310
shares
|
$491,787
0.34% of portfolio
|
Q3 2025
Reduced 22.54%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
10,255
shares
|
$489,163
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
9,997
shares
|
$476,856
0.03% of portfolio
|
Q3 2025
Reduced 20.24%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
9,954
shares
|
$474,805
0.13% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,883
shares
|
$471,419
0.02% of portfolio
|
Q4 2024
Reduced 11.66%
|
|