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 277 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $625 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
10,066
shares
|
$444,212
0.27% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,883
shares
|
$436,136
0.02% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,649
shares
|
$425,810
0.02% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,513
shares
|
$419,808
0.01% of portfolio
|
Q4 2024
Added 95.66%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
9,497
shares
|
$419,102
0.17% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,451
shares
|
$417,072
0.0% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,447
shares
|
$416,896
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
9,447
shares
|
$416,896
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
9,402
shares
|
$414,910
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
9,044
shares
|
$399,111
0.13% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
8,946
shares
|
$394,786
0.13% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
8,907
shares
|
$393,065
0.08% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
8,894
shares
|
$392,492
0.27% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
8,805
shares
|
$388,564
0.01% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
8,763
shares
|
$386,711
0.05% of portfolio
|
Q4 2024
Reduced 25.52%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
8,758
shares
|
$386,490
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
8,640
shares
|
$381,283
0.04% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,639
shares
|
$381,239
0.01% of portfolio
|
Q4 2024
Reduced 42.88%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
8,533
shares
|
$376,561
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
8,372
shares
|
$369,456
0.03% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,362
shares
|
$369,015
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
8,337
shares
|
$367,911
0.17% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,307
shares
|
$366,587
0.0% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
8,300
shares
|
$366,279
0.0% of portfolio
|
Q4 2024
Reduced 62.94%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
8,019
shares
|
$353,878
0.11% of portfolio
|
Q4 2024
Added 2.0%
|