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 268 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $544 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
|
$121 Million
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
938,699
shares
|
$41.5 Million
0.02% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
735,114
shares
|
$32.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
356,996
shares
|
$15.8 Million
0.32% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
354,758
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
290,725
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
269,991
shares
|
$11.9 Million
5.69% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
256,058
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
254,693
shares
|
$11.3 Million
0.47% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
232,046
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 35.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
193,916
shares
|
$8.57 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
189,506
shares
|
$8.37 Million
0.33% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
187,649
shares
|
$8.29 Million
0.02% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
186,702
shares
|
$8.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
160,104
shares
|
$7.07 Million
2.37% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
155,427
shares
|
$6.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
145,594
shares
|
$6.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
140,084
shares
|
$6.19 Million
0.11% of portfolio
|
Q4 2022
Added 2232.4%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
134,314
shares
|
$5.94 Million
2.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
128,460
shares
|
$5.68 Million
4.75% of portfolio
|
Q3 2022
Added 12.83%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
115,830
shares
|
$5.12 Million
4.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
114,459
shares
|
$5.06 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
112,588
shares
|
$4.98 Million
0.18% of portfolio
|
Q4 2024
Added 67.98%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
101,658
shares
|
$4.49 Million
0.42% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
100,834
shares
|
$4.46 Million
2.51% of portfolio
|
Q4 2024
New holding
|