ISHARES TR AOM
MODERT ALLOC ETF · ETP · CUSIP 464289875
222
institutional holders
11.1m
shares reported held*
$405.4mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.62.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution new · filed 2025-04-15 | 8.8% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 2.3m $85.1m | — |
| TIEDEMANN ADVISORS, LLC 3.19% of their portfolio | 1.4m $52.6m | — |
| LPL Financial LLC 0.03% of their portfolio | 828.9k $30.3m | — |
| MORGAN STANLEY 0.00% of their portfolio | 484.5k $17.7m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 467.2k $17.1m | — |
| OSAIC HOLDINGS, INC. 0.03% of their portfolio | 315.6k $11.6m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 286.4k $10.5m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 269.4k $9.9m | — |
| Ameritas Advisory Services, LLC 0.52% of their portfolio | 237.9k $8.7m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 236.7k $8.7m | — |
| Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio | 206.8k $7.6m | — |
| AE Wealth Management LLC 0.06% of their portfolio | 205.3k $7.5m | — |
| Weaver Consulting Group 4.02% of their portfolio | 191.4k $7.0m | — |
| Weitzel Financial Services, Inc. 3.93% of their portfolio | 152.7k $5.6m | — |
| Thrive Capital Management, LLC 3.48% of their portfolio | 140.4k $5.1m | — |
| LFS ASSET MANAGEMENT 4.75% of their portfolio | 128.5k $4.7m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 124.2k $4.5m | — |
| Brookstone Capital Management 0.09% of their portfolio | 111.0k $4.0m | — |
| Investment Advisory Group, LLC 2.77% of their portfolio | 109.0k $4.0m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 88.6k $3.2m | — |
| Focus Financial Network, Inc. 0.28% of their portfolio | 88.4k $3.2m | — |
| ASPIRIANT, LLC 0.15% of their portfolio | 83.1k $3.0m | — |
| Beacon Financial Advisory LLC 2.15% of their portfolio | 82.3k $3.0m | — |
| Royal Fund Management, LLC 0.52% of their portfolio | 76.6k $2.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 67.9k $2.5m | — |
| Mutual Advisors, LLC 0.11% of their portfolio | 60.9k $2.2m | — |
| Waverly Advisors, LLC 0.14% of their portfolio | 52.5k $1.9m | — |
| Annex Advisory Services, LLC 0.12% of their portfolio | 50.1k $1.8m | — |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 49.1k $1.8m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 44.8k $1.6m | — |
| Patton Albertson Miller Group, LLC 0.33% of their portfolio | 41.4k $1.5m | — |
| Aveo Capital Partners, LLC 0.25% of their portfolio | 40.3k $1.5m | — |
| Steward Partners Investment Advisory, LLC 0.03% of their portfolio | 39.0k $1.4m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 36.9k $1.4m | — |
| Cetera Advisor Networks LLC 0.02% of their portfolio | 36.4k $1.3m | — |
| Kovack Advisors, Inc. 0.19% of their portfolio | 34.4k $1.3m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 34.3k $1.3m | — |
| J.W. COLE ADVISORS, INC. 0.10% of their portfolio | 34.0k $1.2m | — |
| M Holdings Securities, Inc. 0.14% of their portfolio | 33.7k $1.2m | — |
| StrategIQ Financial Group, LLC 0.16% of their portfolio | 33.4k $1.2m | — |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 33.1k $1.2m | — |
| RESTON WEALTH MANAGEMENT LLC 0.71% of their portfolio | 32.6k $1.2m | — |
| UBS Group AG 0.00% of their portfolio | 32.2k $1.2m | — |
| INDEPENDENT FINANCIAL GROUP, LLC 0.10% of their portfolio | 30.5k $1.1m | — |
| RDA Financial Network 0.57% of their portfolio | 28.4k $1.0m | — |
| MARINO, STRAM & ASSOCIATES LLC 0.37% of their portfolio | 28.0k $1.0m | — |
| WADE G W & INC 0.05% of their portfolio | 26.2k $961.0k | — |
| Northstar Group, Inc. 0.28% of their portfolio | 25.7k $940.0k | — |
| RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio | 24.9k $911.0k | — |
| Fort Henry Capital, LLC 0.87% of their portfolio | 24.4k $895.0k | — |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 23.7k $869.0k | — |
| Richard P Slaughter Associates Inc 0.35% of their portfolio | 22.8k $833.0k | — |
| Ausdal Financial Partners, Inc. 0.13% of their portfolio | 22.7k $830.0k | — |
| HARBOUR INVESTMENTS, INC. 0.06% of their portfolio | 22.5k $875.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 21.8k $798.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.5k $788.0k | — |
| Spire Wealth Management 0.05% of their portfolio | 21.1k $772.0k | — |
| Summit Wealth Partners, LLC 0.22% of their portfolio | 21.0k $770.1k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 21.0k $767.0k | — |
| Rothschild Wealth LLC 0.46% of their portfolio | 19.9k $729.0k | — |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.04% of their portfolio | 19.6k $717.0k | — |
| Integrity Financial Corp /WA 0.75% of their portfolio | 19.5k $712.0k | — |
| Verus Financial Partners, Inc. 0.11% of their portfolio | 19.1k $702.0k | — |
| NICOLET ADVISORY SERVICES, LLC 0.11% of their portfolio | 19.0k $692.0k | — |
| Forward Management, LLC 0.07% of their portfolio | 18.4k $673.0k | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 18.2k $668.0k | — |
| TRUE Private Wealth Advisors 0.10% of their portfolio | 18.2k $667.0k | — |
| RTD Financial Advisors, Inc. 0.12% of their portfolio | 18.1k $663.0k | — |
| SteelPeak Wealth, LLC 0.05% of their portfolio | 17.0k $623.0k | — |
| Keebeck Wealth Management 0.12% of their portfolio | 16.7k $611.0k | — |
| Sovereign Financial Group, Inc. 0.24% of their portfolio | 16.5k $602.0k | — |
| Ellenbecker Investment Group 0.18% of their portfolio | 15.9k $583.0k | — |
| NORTHWEST WEALTH MANAGEMENT, LLC 0.26% of their portfolio | 15.9k $581.0k | — |
| Arden Trust Co 0.15% of their portfolio | 15.8k $579.0k | — |
| IFP Advisors, Inc 0.02% of their portfolio | 15.6k $595.0k | — |
| Legacy Financial Group LLC 0.19% of their portfolio | 15.6k $572.0k | — |
| Global Financial Private Client, LLC 0.33% of their portfolio | 15.5k $576.5k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 15.3k $562.0k | — |
| Dynamic Advisor Solutions LLC 0.04% of their portfolio | 15.1k $552.0k | — |
| Consilium Wealth Advisory, LLC 0.61% of their portfolio | 15.0k $550.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 15.0k $548.0k | — |
| Shilanski & Associates, Inc. 0.20% of their portfolio | 14.9k $546.0k | — |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 14.9k $546.0k | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.02% of their portfolio | 14.5k $531.0k | — |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 14.3k $524.1k | — |
| PFG Advisors 0.06% of their portfolio | 14.2k $520.0k | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 14.2k $518.0k | — |
| CX Institutional 0.04% of their portfolio | 13.9k $509.0k | — |
| First Heartland Consultants, Inc. 0.08% of their portfolio | 13.7k $500.0k | — |
| Dentgroup LLC 0.49% of their portfolio | 13.3k $483.0k | — |
| Fullen Financial Group 0.32% of their portfolio | 13.3k $495.0k | — |
| StoneX Group Inc. 0.07% of their portfolio | 13.2k $481.5k | — |
| DAVENPORT & Co LLC 0.00% of their portfolio | 13.0k $474.0k | — |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 12.7k $463.0k | — |
| Paragon Advisors, LLC 0.24% of their portfolio | 12.6k $461.0k | — |
| Visionary Wealth Advisors 0.05% of their portfolio | 12.5k $458.0k | — |
| Godshalk Welsh Capital Management, Inc. 0.34% of their portfolio | 12.5k $456.0k | — |
| Advisory Alpha, LLC 0.03% of their portfolio | 12.2k $448.0k | — |
| Avior Wealth Management, LLC 0.04% of their portfolio | 12.2k $446.0k | — |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 12.2k $446.0k | — |