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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
20,258
shares
|
$966,306
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
20,089
shares
|
$958,245
0.0% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,857
shares
|
$947,178
0.0% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
19,629
shares
|
$936,303
0.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
18,933
shares
|
$903,104
0.0% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,384
shares
|
$876,916
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
18,113
shares
|
$863,990
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
17,827
shares
|
$850,347
0.5% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
17,826
shares
|
$850,300
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
17,521
shares
|
$835,751
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
17,102
shares
|
$815,765
0.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
16,950
shares
|
$808,515
0.12% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
16,829
shares
|
$802,743
0.01% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
16,388
shares
|
$781,707
0.13% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
15,428
shares
|
$735,915
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,107
shares
|
$720,603
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,905
shares
|
$710,968
0.01% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,784
shares
|
$705,196
0.02% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
14,782
shares
|
$705,101
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,772
shares
|
$704,624
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,545
shares
|
$693,796
0.0% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
14,179
shares
|
$676,338
0.1% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,074
shares
|
$671,329
0.3% of portfolio
|
Q1 2023
Added 2.47%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$652,583
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,325
shares
|
$635,602
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|