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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
5,710
shares
|
$272,367
0.09% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,700
shares
|
$271,890
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
5,663
shares
|
$270,125
0.02% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,584
shares
|
$266,356
0.07% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,500
shares
|
$262,350
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
5,491
shares
|
$261,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,353
shares
|
$255,338
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
5,275
shares
|
$251,617
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
5,275
shares
|
$251,617
0.11% of portfolio
|
Q3 2025
Added 18.11%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
5,100
shares
|
$243,270
0.05% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,085
shares
|
$242,554
0.09% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
5,023
shares
|
$239,597
0.04% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
5,000
shares
|
$238,500
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$238,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
4,991
shares
|
$238,070
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,911
shares
|
$234,254
0.01% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,822
shares
|
$230,009
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,778
shares
|
$227,910
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
4,733
shares
|
$225,764
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,732
shares
|
$225,716
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,729
shares
|
$225,573
0.01% of portfolio
|
Q3 2025
Reduced 88.64%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,707
shares
|
$224,523
0.0% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,604
shares
|
$219,610
0.01% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
4,584
shares
|
$218,656
0.02% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,495
shares
|
$214,411
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|