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 $583 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
6,013
shares
|
$286,820
0.29% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,965
shares
|
$284,530
0.0% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
5,847
shares
|
$278,901
0.02% of portfolio
|
Q4 2025
Added 3.25%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,829
shares
|
$278,043
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,724
shares
|
$273,034
0.12% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,712
shares
|
$272,462
0.12% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,700
shares
|
$271,890
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,584
shares
|
$266,356
0.07% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,508
shares
|
$262,731
0.08% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,500
shares
|
$262,350
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
5,491
shares
|
$261,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
5,318
shares
|
$253,668
0.25% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
5,275
shares
|
$251,617
0.11% of portfolio
|
Q3 2025
Added 18.11%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 23, 2026 Q4 2025 |
5,246
shares
|
$250,234
0.04% of portfolio
|
Q4 2025
Reduced 16.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
5,160
shares
|
$246,132
0.03% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
5,100
shares
|
$243,270
0.05% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,085
shares
|
$242,554
0.09% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
5,000
shares
|
$238,500
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$238,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
4,991
shares
|
$238,070
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
4,864
shares
|
$232,012
0.01% of portfolio
|
Q4 2025
Reduced 15.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,732
shares
|
$225,716
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,729
shares
|
$225,573
0.01% of portfolio
|
Q3 2025
Reduced 88.64%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,707
shares
|
$224,523
0.0% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,604
shares
|
$219,610
0.01% of portfolio
|
Q3 2025
Reduced 18.59%
|
|