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 |
|---|---|---|---|---|---|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
4,433
shares
|
$211,454
0.1% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,341
shares
|
$207,065
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,322
shares
|
$206,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
4,291
shares
|
$204,680
0.04% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
4,291
shares
|
$204,680
0.05% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,262
shares
|
$203,297
0.01% of portfolio
|
Q3 2025
Reduced 96.67%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
4,231
shares
|
$201,818
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,040
shares
|
$192,708
0.01% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
3,967
shares
|
$189,225
0.02% of portfolio
|
Q3 2025
Reduced 64.72%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
3,675
shares
|
$175,297
0.03% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
3,657
shares
|
$174,438
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
3,600
shares
|
$171,720
0.37% of portfolio
|
Q3 2025
Reduced 88.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,449
shares
|
$164,517
0.01% of portfolio
|
Q2 2020
Reduced 8.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,379
shares
|
$161,178
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,986
shares
|
$142,432
0.0% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,964
shares
|
$141,382
0.03% of portfolio
|
Q2 2023
Added 6.2%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,925
shares
|
$139,522
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
2,828
shares
|
$134,895
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,678
shares
|
$127,740
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2,636
shares
|
$125,737
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,534
shares
|
$120,871
0.0% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,491
shares
|
$118,820
0.04% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,450
shares
|
$116,865
0.01% of portfolio
|
Q3 2025
Reduced 37.31%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,385
shares
|
$113,764
0.0% of portfolio
|
Q3 2025
Added 92.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,362
shares
|
$112,667
0.02% of portfolio
|
Q2 2024
Reduced 8.77%
|
|