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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
71
shares
|
$3,386
0.0% of portfolio
|
Q3 2025
Reduced 83.29%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
65
shares
|
$3,100
0.0% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
65
shares
|
$3,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
53
shares
|
$2,528
0.0% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
48
shares
|
$2,289
0.0% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
30
shares
|
$1,431
0.0% of portfolio
|
Q1 2025
Reduced 93.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
30
shares
|
$1,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
30
shares
|
$1,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
29
shares
|
$1,383
0.0% of portfolio
|
Q3 2022
Added 3.57%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
16
shares
|
$763
0.0% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15
shares
|
$715
0.0% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
13
shares
|
$620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|