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 289 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $565 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,727,773
shares
|
$130 Million
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,086,699
shares
|
$51.8 Million
0.02% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
507,680
shares
|
$24.2 Million
0.39% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
365,398
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
288,776
shares
|
$13.8 Million
5.55% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
286,192
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
282,076
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
278,968
shares
|
$13.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
258,393
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
233,121
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
210,301
shares
|
$10 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
196,485
shares
|
$9.37 Million
0.01% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
193,916
shares
|
$9.25 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
170,549
shares
|
$8.14 Million
0.02% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
161,266
shares
|
$7.69 Million
2.55% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
145,115
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
140,634
shares
|
$6.71 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
135,193
shares
|
$6.45 Million
0.68% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
128,460
shares
|
$6.13 Million
4.75% of portfolio
|
Q3 2022
Added 12.83%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
125,743
shares
|
$6 Million
2.32% of portfolio
|
Q3 2025
Added 2034.86%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
98,698
shares
|
$4.71 Million
0.42% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
96,595
shares
|
$4.61 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
93,663
shares
|
$4.47 Million
1.77% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
93,348
shares
|
$4.45 Million
2.71% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
91,917
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|