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 251 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,091
shares
|
$304,487
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,032
shares
|
$301,954
0.0% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,884
shares
|
$295,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
6,720
shares
|
$288,556
0.08% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,656
shares
|
$285,808
0.18% of portfolio
|
Q3 2024
Added 35.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,639
shares
|
$285,078
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
6,470
shares
|
$277,821
0.0% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
5,947
shares
|
$255,364
0.16% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,829
shares
|
$250,297
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,717
shares
|
$245,487
0.0% of portfolio
|
Q3 2024
Reduced 56.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,691
shares
|
$244,371
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,672
shares
|
$243,555
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,667
shares
|
$243,340
0.04% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,662
shares
|
$243,126
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,650
shares
|
$242,611
0.04% of portfolio
|
Q3 2024
Reduced 67.74%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,525
shares
|
$237,243
0.03% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
5,500
shares
|
$236,170
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
5,469
shares
|
$234,838
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,465
shares
|
$234,667
0.01% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,448
shares
|
$233,937
0.01% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
5,164
shares
|
$221,742
0.05% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
5,083
shares
|
$218,264
0.05% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,987
shares
|
$214,141
0.1% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,930
shares
|
$211,694
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,880
shares
|
$209,547
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|