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 278 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $594 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
5,687
shares
|
$243,289
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,630
shares
|
$240,851
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,620
shares
|
$240,423
0.01% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,599
shares
|
$239,525
0.01% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
5,588
shares
|
$239,054
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$235,290
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
5,484
shares
|
$234,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,302
shares
|
$226,819
0.0% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
5,165
shares
|
$220,958
0.11% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,148
shares
|
$220,231
0.0% of portfolio
|
Q4 2024
Added 241.61%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
5,135
shares
|
$219,675
0.04% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
5,135
shares
|
$219,675
0.05% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,083
shares
|
$217,450
0.1% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,019
shares
|
$214,712
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,890
shares
|
$209,194
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
4,888
shares
|
$209,108
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,836
shares
|
$206,884
0.02% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,809
shares
|
$205,729
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,809
shares
|
$205,729
0.0% of portfolio
|
Q4 2024
Reduced 32.18%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
4,723
shares
|
$202,049
0.04% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,670
shares
|
$199,782
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,610
shares
|
$197,215
0.01% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,307
shares
|
$184,253
0.0% of portfolio
|
Q4 2024
Added 128.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,297
shares
|
$183,825
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
3,898
shares
|
$166,756
0.04% of portfolio
|
Q4 2024
Added 22.16%
|