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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,930
shares
|
$216,772
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,880
shares
|
$214,573
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
4,866
shares
|
$213,958
0.05% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,862
shares
|
$213,782
0.0% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
4,795
shares
|
$210,836
0.05% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
4,660
shares
|
$204,900
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
4,660
shares
|
$204,900
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,548
shares
|
$199,975
0.01% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,532
shares
|
$199,272
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
4,491
shares
|
$197,469
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
4,406
shares
|
$193,731
0.03% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,297
shares
|
$188,939
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,449
shares
|
$151,652
0.01% of portfolio
|
Q2 2020
Reduced 8.5%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,440
shares
|
$151,256
0.0% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
3,379
shares
|
$148,574
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,285
shares
|
$144,441
0.01% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,230
shares
|
$142,023
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
3,191
shares
|
$140,308
0.04% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,188
shares
|
$140,176
0.03% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,104
shares
|
$136,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,062
shares
|
$134,636
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,995
shares
|
$131,690
0.04% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,964
shares
|
$130,327
0.03% of portfolio
|
Q2 2023
Added 6.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,924
shares
|
$128,568
0.01% of portfolio
|
Q4 2024
Reduced 64.83%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
2,725
shares
|
$119,818
0.1% of portfolio
|
Q3 2024
Reduced 12.83%
|