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 |
|---|---|---|---|---|---|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,611
shares
|
$363,044
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,339
shares
|
$350,070
0.03% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,171
shares
|
$342,056
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,057
shares
|
$336,618
0.0% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,028
shares
|
$335,235
0.0% of portfolio
|
Q3 2025
Added 43.6%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
6,955
shares
|
$331,753
0.03% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
6,953
shares
|
$331,658
0.04% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
6,930
shares
|
$330,561
0.09% of portfolio
|
Q3 2025
Added 58.69%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
6,914
shares
|
$329,797
0.12% of portfolio
|
Q3 2025
Added 53.82%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
6,896
shares
|
$328,939
0.28% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
6,840
shares
|
$326,268
0.08% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
6,749
shares
|
$321,927
0.08% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
6,718
shares
|
$320,448
0.0% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
6,618
shares
|
$315,678
0.01% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$305,280
0.05% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
6,246
shares
|
$297,934
0.05% of portfolio
|
Q1 2025
Reduced 87.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,232
shares
|
$297,266
0.0% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
6,078
shares
|
$289,920
0.02% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,019
shares
|
$287,106
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
5,976
shares
|
$285,055
0.28% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,965
shares
|
$284,530
0.0% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,829
shares
|
$278,043
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,786
shares
|
$275,992
0.01% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,724
shares
|
$273,034
0.12% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,712
shares
|
$272,462
0.12% of portfolio
|
Q3 2025
Added 3.03%
|
|