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 |
|---|---|---|---|---|---|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
9,280
shares
|
$442,656
0.24% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
9,250
shares
|
$441,225
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
9,155
shares
|
$436,693
0.01% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,130
shares
|
$435,501
0.1% of portfolio
|
Q3 2025
Reduced 41.02%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
9,009
shares
|
$429,729
0.11% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
8,967
shares
|
$427,725
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
8,965
shares
|
$427,630
0.25% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
8,946
shares
|
$426,724
0.13% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
8,847
shares
|
$422,001
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
8,783
shares
|
$418,949
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
8,739
shares
|
$416,850
0.0% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
8,656
shares
|
$412,891
0.0% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
8,641
shares
|
$412,175
0.04% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
8,312
shares
|
$396,482
0.22% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,294
shares
|
$395,623
0.02% of portfolio
|
Q3 2025
Reduced 49.99%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
8,271
shares
|
$394,526
0.1% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
8,076
shares
|
$385,225
0.1% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,005
shares
|
$381,838
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,957
shares
|
$379,548
0.02% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,940
shares
|
$378,738
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,935
shares
|
$378,499
0.06% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,891
shares
|
$376,400
0.11% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,771
shares
|
$370,676
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,647
shares
|
$364,761
0.0% of portfolio
|
Q3 2025
Added 23.3%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
7,640
shares
|
$364,428
0.33% of portfolio
|
Q3 2025
Added 0.14%
|
|