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 253 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $499 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
2,465
shares
|
$108,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,450
shares
|
$107,947
0.01% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,211
shares
|
$97,416
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,982
shares
|
$87,326
0.02% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,965
shares
|
$86,577
0.0% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,894
shares
|
$83,449
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,887
shares
|
$83,141
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,825
shares
|
$80,409
0.01% of portfolio
|
Q2 2024
Reduced 52.78%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,729
shares
|
$76,179
0.0% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,593
shares
|
$70,187
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,518
shares
|
$66,883
0.02% of portfolio
|
Q3 2024
Reduced 33.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,507
shares
|
$66,398
0.0% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,370
shares
|
$60,362
0.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,334
shares
|
$58,776
0.0% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,260
shares
|
$55,515
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,192
shares
|
$52,519
0.0% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,081
shares
|
$47,628
0.03% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,020
shares
|
$44,941
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,004
shares
|
$44,236
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$35,248
0.01% of portfolio
|
Q2 2021
Reduced 95.93%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
669
shares
|
$29,476
0.0% of portfolio
|
Q3 2024
Added 502.7%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
627
shares
|
$27,625
0.02% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
625
shares
|
$27,537
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
619
shares
|
$27,273
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
595
shares
|
$26,215
0.0% of portfolio
|
Q4 2023
Reduced 28.05%
|