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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
4,584
shares
|
$218,656
0.02% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,495
shares
|
$214,411
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
4,450
shares
|
$212,265
0.0% of portfolio
|
Q4 2025
Added 31.7%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
4,433
shares
|
$211,454
0.1% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,330
shares
|
$206,541
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,322
shares
|
$206,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
4,314
shares
|
$205,777
0.01% of portfolio
|
Q4 2025
Added 6.78%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
4,291
shares
|
$204,680
0.05% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
4,291
shares
|
$204,680
0.04% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,262
shares
|
$203,297
0.01% of portfolio
|
Q3 2025
Reduced 96.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,260
shares
|
$203,202
0.01% of portfolio
|
Q4 2025
Reduced 10.84%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
4,231
shares
|
$201,818
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
3,967
shares
|
$189,225
0.02% of portfolio
|
Q3 2025
Reduced 64.72%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
3,675
shares
|
$175,297
0.03% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
3,657
shares
|
$174,438
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
3,594
shares
|
$171,433
0.0% of portfolio
|
Q4 2025
Added 161.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,449
shares
|
$164,517
0.01% of portfolio
|
Q2 2020
Reduced 8.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,986
shares
|
$142,432
0.0% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,964
shares
|
$141,382
0.03% of portfolio
|
Q2 2023
Added 6.2%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,925
shares
|
$139,522
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
2,828
shares
|
$134,895
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
2,818
shares
|
$134,418
0.01% of portfolio
|
Q4 2025
Added 15.02%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
2,718
shares
|
$129,648
0.01% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2,636
shares
|
$125,737
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,534
shares
|
$120,871
0.0% of portfolio
|
Q3 2025
Added 8.06%
|
|