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 253 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $499 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
562
shares
|
$24,761
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
552
shares
|
$24,321
0.0% of portfolio
|
Q4 2023
Reduced 40.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
516
shares
|
$22,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
503
shares
|
$22,162
0.01% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
500
shares
|
$22,030
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
475
shares
|
$20,928
0.0% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
470
shares
|
$20,708
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
458
shares
|
$20,179
0.0% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
457
shares
|
$20,135
0.01% of portfolio
|
Q2 2022
Reduced 36.26%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
427
shares
|
$18,813
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
411
shares
|
$18,108
0.0% of portfolio
|
Q2 2024
Added 155.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
372
shares
|
$16,390
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$15,421
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
342
shares
|
$15,068
0.01% of portfolio
|
Q1 2024
Added 2.4%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
270
shares
|
$11,896
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
252
shares
|
$11,103
0.0% of portfolio
|
Q3 2024
Reduced 24.78%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
185
shares
|
$8,151
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
180
shares
|
$7,930
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
168
shares
|
$7,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
164
shares
|
$7,225
0.0% of portfolio
|
Q3 2024
Added 21.48%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
144
shares
|
$6,344
0.0% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
119
shares
|
$5,243
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
96
shares
|
$4,229
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
93
shares
|
$4,097
0.0% of portfolio
|
Q2 2023
Added 1.09%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$3,304
0.0% of portfolio
|
Q4 2023
New holding
|