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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
629
shares
|
$30,003
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
611
shares
|
$29,144
0.02% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
595
shares
|
$28,381
0.0% of portfolio
|
Q4 2023
Reduced 28.05%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
565
shares
|
$26,950
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
500
shares
|
$23,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
484
shares
|
$23,086
0.0% of portfolio
|
Q3 2025
Added 36.34%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
457
shares
|
$21,798
0.01% of portfolio
|
Q2 2022
Reduced 36.26%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
430
shares
|
$20,511
0.0% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
411
shares
|
$19,604
0.0% of portfolio
|
Q2 2024
Added 155.28%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
405
shares
|
$19,318
0.0% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
376
shares
|
$17,935
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
371
shares
|
$17,696
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
365
shares
|
$17,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
286
shares
|
$13,642
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
239
shares
|
$11,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
234
shares
|
$11,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
216
shares
|
$10,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
186
shares
|
$8,872
0.0% of portfolio
|
Q3 2025
Added 67.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
168
shares
|
$8,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
144
shares
|
$6,868
0.0% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
135
shares
|
$6,439
0.0% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
128
shares
|
$6,105
0.0% of portfolio
|
Q2 2025
Reduced 60.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
96
shares
|
$4,579
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
93
shares
|
$4,436
0.0% of portfolio
|
Q2 2023
Added 1.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
86
shares
|
$4,102
0.0% of portfolio
|
Q3 2025
New holding
|
|