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 277 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $618 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,297
shares
|
$187,778
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
3,898
shares
|
$170,342
0.04% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,755
shares
|
$164,093
0.01% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,449
shares
|
$150,721
0.01% of portfolio
|
Q2 2020
Reduced 8.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,439
shares
|
$150,284
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,379
shares
|
$147,662
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,285
shares
|
$143,554
0.01% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,230
shares
|
$141,151
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
3,230
shares
|
$141,151
0.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,964
shares
|
$129,526
0.03% of portfolio
|
Q2 2023
Added 6.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,924
shares
|
$127,778
0.01% of portfolio
|
Q4 2024
Reduced 64.83%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
2,880
shares
|
$125,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,780
shares
|
$121,486
0.1% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,610
shares
|
$114,057
0.0% of portfolio
|
Q4 2024
Added 32.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,554
shares
|
$111,609
0.01% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,524
shares
|
$110,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
2,465
shares
|
$107,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,362
shares
|
$103,219
0.02% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,040
shares
|
$89,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,961
shares
|
$85,695
0.02% of portfolio
|
Q4 2024
Reduced 34.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,932
shares
|
$84,428
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,894
shares
|
$82,767
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,780
shares
|
$77,786
0.01% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,759
shares
|
$76,868
0.01% of portfolio
|
Q4 2024
Reduced 60.08%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,750
shares
|
$76,475
0.01% of portfolio
|
Q4 2024
Reduced 11.71%
|