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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
9,636
shares
|
$459,637
0.0% of portfolio
|
Q3 2025
Reduced 61.33%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
9,533
shares
|
$454,724
0.02% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,335
shares
|
$445,279
0.02% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,286
shares
|
$442,942
0.06% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
9,280
shares
|
$442,656
0.24% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
9,250
shares
|
$441,225
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
9,155
shares
|
$436,693
0.01% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,130
shares
|
$435,501
0.1% of portfolio
|
Q3 2025
Reduced 41.02%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
9,094
shares
|
$433,783
0.11% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
8,967
shares
|
$427,725
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
8,965
shares
|
$427,630
0.25% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
8,946
shares
|
$426,724
0.13% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
8,847
shares
|
$422,001
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,834
shares
|
$421,381
0.01% of portfolio
|
Q4 2025
Added 79.88%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
8,783
shares
|
$418,949
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,751
shares
|
$417,422
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
8,739
shares
|
$416,850
0.0% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
8,656
shares
|
$412,891
0.0% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
8,640
shares
|
$412,128
0.11% of portfolio
|
Q4 2025
Added 6.98%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,588
shares
|
$409,647
0.04% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Simpli Fi, Inc.
|
Jan 22, 2026 Q4 2025 |
8,299
shares
|
$395,862
0.17% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,294
shares
|
$395,623
0.02% of portfolio
|
Q3 2025
Reduced 49.99%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,005
shares
|
$381,838
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,957
shares
|
$379,548
0.02% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,940
shares
|
$378,738
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|