Vault-13

ISHARES TR AOM

MODERT ALLOC ETF · ETP · CUSIP 464289875

230 institutional holders -20 vs Q4 2022
11,261,19711.3m shares reported held*
$449.1mreported value*
25 new 70 added 99 reduced 39 sold out net sold ≈ $263.1m (-6.6m shares)

* 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 ≈ $39.88.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 222Q4 22: 250Q1 23: 230230Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022222
Q4 2022250
Q1 2023230

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 122 bought or addedQ4 22: 108 cut or sold outQ4 22Q1 23: 95 bought or addedQ1 23: 138 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022122108
Q1 202395138

Biggest buyers

BlackRock Inc. Added +135,686+135.7k
J.W. COLE ADVISORS, INC. Added +87,460+87.5k
WIN ADVISORS, INC New +77,861+77.9k
JANE STREET GROUP, LLC Added +55,809+55.8k
Retireful, LLC New +41,994+42.0k
CITADEL ADVISORS LLC New +33,514+33.5k
RENAISSANCE TECHNOLOGIES LLC Added +33,027+33.0k
Waverly Advisors, LLC Added +25,153+25.2k
JPMORGAN CHASE & CO Added +23,980+24.0k
Financial Enhancement Group LLC New +20,844+20.8k

Biggest sellers

FRANKLIN RESOURCES INC Sold out -1,265,188-1.3m
Arden Trust Co Reduced -1,265,188-1.3m
RAYMOND JAMES & ASSOCIATES Reduced -1,118,415-1.1m
MORGAN STANLEY Reduced -1,102,029-1.1m
TIEDEMANN ADVISORS, LLC Reduced -640,491-640.5k
WELLS FARGO & COMPANY/MN Reduced -324,526-324.5k
Orion Porfolio Solutions, LLC Sold out -140,084-140.1k
Janney Montgomery Scott LLC Sold out -116,549-116.5k
BANK OF AMERICA CORP /DE/ Reduced -103,347-103.3k
Patton Albertson Miller Group, LLC Reduced -72,429-72.4k

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.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution new · filed 2025-04-15 8.8% new 2.9m≈ $145.2m 2025-04-15

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 2,483,1352.5m $99.0m $99.0m 0.00% Added +135.7k +135,686
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 765,488765.5k $30.5m $30.5m 0.02% Reduced -33.6k -33,572
3 TIEDEMANN ADVISORS, LLC 1.21% of their portfolio NEW YORK, NY 665,944665.9k $26.5m $26.5m 1.21% Reduced -640.5k -640,491
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 641,291641.3k $25.6m $25.6m 0.00% Reduced -1.1m -1,102,029
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 429,814429.8k $17.1m $17.1m 0.01% Reduced -70.3k -70,289
6 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 386,514386.5k $15.4m $15.4m 0.03% Reduced -10.1k -10,149
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 381,828381.8k $15.2m $15.2m 0.00% Reduced -103.3k -103,347
8 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 371,364371.4k $14.8m $14.8m 0.03% Added +55.8k +55,809
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 256,108256.1k $10.2m $10.2m 0.00% Reduced -324.5k -324,526
10 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 202,561202.6k $8.1m $8.1m 0.05% Added +7.5k +7,450
11 Weitzel Financial Services, Inc. 4.87% of their portfolio DUBUQUE, IA 202,418202.4k $8.1m $8.1m 4.87% Added +16.9k +16,879
12 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 172,281172.3k $6.9m $6.9m 0.03% Reduced -20.8k -20,769
13 Weaver Consulting Group 3.03% of their portfolio HUNTINGTON BEACH, CA 165,974166.0k $6.6m $6.6m 3.03% Reduced -3.1k -3,061
14 Ameritas Advisory Services, LLC 0.32% of their portfolio Lincoln, NE 158,866158.9k $6.3m $6.3m 0.32% Reduced -47.3k -47,303
15 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 142,882142.9k $5.7m $5.7m 0.01% Reduced -21.7k -21,655
16 Thrive Capital Management, LLC 2.92% of their portfolio FORT WASHINGTON, PA 116,918116.9k $4.6m $4.6m 2.92% Reduced -9.2k -9,236
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 110,638110.6k $4.4m $4.4m 0.01% Reduced -5.2k -5,186
18 Investment Advisory Group, LLC 2.52% of their portfolio HANOVER, MA 110,125110.1k $4.4m $4.4m 2.52% Added +1.8k +1,781
19 Brookstone Capital Management 0.09% of their portfolio WHEATON, IL 109,981110.0k $4.4m $4.4m 0.09% Reduced -4.5k -4,498
20 J.W. COLE ADVISORS, INC. 0.31% of their portfolio TAMPA, FL 107,719107.7k $4.3m $4.3m 0.31% Added +87.5k +87,460
21 FIRST FINANCIAL BANK - TRUST DIVISION 0.41% of their portfolio HAMILTON, OH 96,67696.7k $3.9m $3.9m 0.41% Reduced -13.5k -13,547
22 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.63% of their portfolio ALAMO, CA 88,32388.3k $3.5m $3.5m 0.63% Reduced -644 -644
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 84,84484.8k $3.4m $3.4m 0.00% Reduced -40.4k -40,359
24 Focus Financial Network, Inc. 0.21% of their portfolio MINNEAPOLIS, MN 82,96583.0k $3.3m $3.3m 0.21% Added +14.9k +14,872
25 WIN ADVISORS, INC 1.23% of their portfolio PALM BEACH GARDENS, FL 77,86177.9k $3.1m $3.1m 1.23% New
26 Mutual Advisors, LLC 0.13% of their portfolio OMAHA, NE 76,69776.7k $3.1m $3.1m 0.13% Added +8.6k +8,593
27 Waverly Advisors, LLC 0.16% of their portfolio BIRMINGHAM, AL 76,05076.0k $3.0m $3.0m 0.16% Added +25.2k +25,153
28 Royal Fund Management, LLC 0.45% of their portfolio Lady Lake, FL 75,50775.5k $3.0m $3.0m 0.45% Reduced -348 -348
29 Patton Albertson Miller Group, LLC 0.55% of their portfolio Chattanooga, TN 75,27875.3k $3.0m $3.0m 0.55% Reduced -72.4k -72,429
30 Paragon Advisors, LLC 1.00% of their portfolio COLLEGE STATION, TX 74,11474.1k $3.0m $3.0m 1.00% Added +4.4k +4,438
31 Financial Advisors, LLC 0.67% of their portfolio ANDOVER, MA 66,38566.4k $2.6m $2.6m 0.67% Reduced -59.5k -59,518
32 Smith Anglin Financial, LLC 0.37% of their portfolio DALLAS, TX 62,91162.9k $2.5m $2.5m 0.37% Added +8.3k +8,300
33 ASPIRIANT, LLC 0.13% of their portfolio San Francisco, CA 62,24262.2k $2.5m $2.5m 0.13% Reduced -2.5k -2,460
34 Beacon Financial Advisory LLC 1.56% of their portfolio CLEVELAND, OH 61,43061.4k $2.4m $2.4m 1.56% Reduced -1.4k -1,408
35 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 57,25557.3k $2.3m $2.3m 0.02% Added +6.8k +6,756
36 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 55,43855.4k $2.2m $2.2m 0.00% Reduced -65.2k -65,239
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 55,01355.0k $2.2m $2.2m 0.00% Reduced -2.9k -2,915
38 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 50,08250.1k $2.0m $2.0m 0.03% Reduced -2.3k -2,280
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 46,84346.8k $1.9m $1.9m 0.00% Reduced -8.4k -8,410
40 One Capital Management, LLC 0.09% of their portfolio WESTLAKE VILLAGE, CA 46,63046.6k $1.9m $1.9m 0.09% Added +2.0k +2,017
41 Retireful, LLC 0.54% of their portfolio HASLETT, MI 41,99442.0k $1.7m $1.7m 0.54% New
42 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 40,43040.4k $1.6m $1.6m 0.02% Reduced -211 -211
43 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 39,60039.6k $1.6m $1.6m 0.00% Added +33.0k +33,027
44 Rothschild Wealth LLC 0.52% of their portfolio OAK BROOK, IL 38,63938.6k $1.5m $1.5m 0.52% Added +15.6k +15,648
45 Kovack Advisors, Inc. 0.20% of their portfolio FT. LAUDERDALE, FL 36,38336.4k $1.5m $1.5m 0.20% Added +2.3k +2,271
46 Aveo Capital Partners, LLC 0.19% of their portfolio ENGLEWOOD, CO 36,23336.2k $1.4m $1.4m 0.19% Reduced -4.8k -4,798
47 RESTON WEALTH MANAGEMENT LLC 0.71% of their portfolio Reston, VA 33,91133.9k $1.4m $1.4m 0.71% Added +1.4k +1,411
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 33,51433.5k $1.3m $1.3m 0.00% New
49 M Holdings Securities, Inc. 0.14% of their portfolio PORTLAND, OR 32,93432.9k $1.3m $1.3m 0.14% Reduced -320 -320
50 WADE G W & INC 0.05% of their portfolio Wellesley, MA 32,17332.2k $1.3m $1.3m 0.05% Unchanged
51 StrategIQ Financial Group, LLC 0.14% of their portfolio MERRILLVILLE, IN 31,16231.2k $1.2m $1.2m 0.14% Added +115 +115
52 RDA Financial Network 0.50% of their portfolio AKRON, IA 27,53527.5k $1.1m $1.1m 0.50% Reduced -850 -850
53 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 26,95427.0k $1.1m $1.1m 0.06% Added +6.5k +6,544
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,98626.0k $1.0m $1.0m 0.00% Added +24.0k +23,980
55 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 25,50025.5k $1.0m $1.0m 0.08% Reduced -4.0k -4,000
56 Fort Henry Capital, LLC 0.82% of their portfolio Wheeling, WV 24,62024.6k $981.4k $981.4k 0.82% Added +63 +63
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,19324.2k $964.3k $964.3k 0.00% Added +7.0k +6,998
58 Northstar Group, Inc. 0.23% of their portfolio NEW YORK, NY 22,67822.7k $904.0k $904.0k 0.23% Reduced -693 -693
59 LINCOLN NATIONAL CORP 0.02% of their portfolio RADNOR, PA 21,63521.6k $862.4k $862.4k 0.02% Added +567 +567
60 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.04% of their portfolio MORRISTOWN, NJ 21,52321.5k $857.9k $857.9k 0.04% Reduced -600 -600
61 Summit Wealth Partners, LLC 0.22% of their portfolio Orlando, FL 21,31921.3k $849.8k $849.8k 0.22% Reduced -426 -426
62 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 21,22621.2k $846.1k $846.1k 0.04% Added +1.2k +1,165
63 MARINO, STRAM & ASSOCIATES LLC 0.25% of their portfolio BRAINTREE, MA 21,06721.1k $839.7k $839.7k 0.25% Unchanged
64 Financial Enhancement Group LLC 0.16% of their portfolio ANDERSON, IN 20,84420.8k $827.5k $827.5k 0.16% New
65 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 20,80720.8k $829.4k $829.4k 0.00% Reduced -1.1m -1,118,415
66 Godshalk Welsh Capital Management, Inc. 0.57% of their portfolio RADNOR, PA 20,38420.4k $812.5k $812.5k 0.57% Added +4.1k +4,134
67 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 20,26520.3k $807.7k $807.7k 0.03% Reduced -335 -335
68 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 19,73119.7k $786.5k $786.5k 0.07% Added +1.5k +1,492
69 TRUE Private Wealth Advisors 0.11% of their portfolio Salem, OR 19,26719.3k $768.0k $768.0k 0.11% Added +500 +500
70 Ausdal Financial Partners, Inc. 0.11% of their portfolio Davenport, IA 19,25919.3k $767.7k $767.7k 0.11% Reduced -305 -305
71 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 18,89618.9k $753.2k $753.2k 0.01% Reduced -141 -141
72 FinTrust Capital Advisors, LLC 0.17% of their portfolio Greenville, SC 18,29418.3k $695.4k $695.4k 0.17% Unchanged
73 Sovereign Financial Group, Inc. 0.27% of their portfolio STAMFORD, CT 18,25618.3k $727.7k $727.7k 0.27% Added +1.1k +1,104
74 Verus Financial Partners, Inc. 0.10% of their portfolio RICHMOND, VA 17,91017.9k $712.8k $712.8k 0.10% Reduced -2.0k -1,952
75 NICOLET ADVISORY SERVICES, LLC 0.08% of their portfolio GREEN BAY, WI 17,80017.8k $709.9k $709.9k 0.08% Reduced -838 -838
76 SteelPeak Wealth, LLC 0.05% of their portfolio WOODLAND HILLS, CA 17,45617.5k $695.8k $695.8k 0.05% Added +694 +694
77 StoneX Group Inc. 0.08% of their portfolio NEW YORK, NY 17,27917.3k $688.7k $688.7k 0.08% Reduced -264 -264
78 Integrity Financial Corp /WA 0.56% of their portfolio JACKSON, WY 17,23717.2k $687.1k $687.1k 0.56% Reduced -1.4k -1,429
79 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 17,09217.1k $681.3k $681.3k 0.03% Added +11.7k +11,700
80 Global Financial Private Client, LLC 0.34% of their portfolio Sarasota, FL 16,32516.3k $653.8k $653.8k 0.34% Added +373 +373
81 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 16,22716.2k $646.8k $646.8k 0.01% Reduced -709 -709
82 Legacy Financial Group LLC 0.17% of their portfolio DES MOINES, IA 16,00916.0k $638.1k $638.1k 0.17% Added +465 +465
83 Keebeck Wealth Management 0.10% of their portfolio Chicago, IL 15,57215.6k $620.7k $620.7k 0.10% Reduced -1.1k -1,131
84 Financial Advocates Investment Management 0.05% of their portfolio OLYMPIA, WA 15,46315.5k $615.7k $615.7k 0.05% Reduced -8.5k -8,460
85 MILESTONE ASSET MANAGEMENT, LLC 0.35% of their portfolio PITTSBURGH, PA 15,18415.2k $605.2k $605.2k 0.35% Reduced -430 -430
86 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,84614.8k $592.0k $592.0k 0.00% Reduced -18.2k -18,168
87 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,45914.5k $576.3k $576.3k 0.01% Reduced -571 -571
88 Fullen Financial Group 0.30% of their portfolio COLUMBUS, OH 14,07414.1k $563.4k $563.4k 0.30% Added +339 +339
89 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 13,80313.8k $550.2k $550.2k 0.03% Reduced -1.3k -1,251
90 Richard P Slaughter Associates Inc 0.18% of their portfolio AUSTIN, TX 13,57813.6k $541.2k $541.2k 0.18% Reduced -5.1k -5,143
91 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,47413.5k $537.0k $537.0k 0.00% Reduced -28.8k -28,814
92 Dentgroup LLC 0.43% of their portfolio BATON ROUGE, LA 13,31013.3k $530.5k $530.5k 0.43% Unchanged
93 Ellenbecker Investment Group 0.14% of their portfolio WAUKESHA, WI 12,88912.9k $513.0k $513.0k 0.14% Added +630 +630
94 Merriman Wealth Management, LLC 0.03% of their portfolio SEATTLE, WA 12,85912.9k $512.6k $512.6k 0.03% Reduced -181 -181
95 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,79012.8k $509.8k $509.8k 0.00% Reduced -267 -267
96 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 12,74512.7k $481.1k $481.1k 0.02% Reduced -2.2k -2,165
97 COLDSTREAM CAPITAL MANAGEMENT INC 0.02% of their portfolio BELLEVUE, WA 12,58612.6k $501.7k $501.7k 0.02% Reduced -50.2k -50,168
98 Syntal Capital Partners, LLC 0.18% of their portfolio MIDLAND, TX 12,50812.5k $498.6k $498.6k 0.18% New
99 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 12,21512.2k $486.9k $486.9k 0.00% Reduced -43 -43
100 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 12,03812.0k $479.9k $479.9k 0.01% Added +10 +10