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iShares Core Moderate Allocation ETF Institutional Ownership

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AOM 
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 26.86%
Total Shares Outstanding (millions) 24
Total Value of Holdings (millions) $244

Active Positions

Holders Shares
Increased Positions 61 326,020
Decreased Positions 54 2,006,293
Held Positions 27 4,140,432
Total Institutional Shares 142 6,472,745

New and Sold Out Positions


Holders Shares
New Positions 22 64,326
Sold Out Positions 16 1,155,563

142 Institutional Holders
6,472,745 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
TIEDEMANN ADVISORS, LLC 03/31/2018 1,904,551 63,334 3.44 71,725
BLACKROCK INC. 03/31/2018 879,933 36,313 4.30 33,138
LPL FINANCIAL LLC 03/31/2018 338,165 10,272 3.13 12,735
MORGAN STANLEY 03/31/2018 330,227 (148,000) (30.95) 12,436
WELLS FARGO & COMPANY/MN 03/31/2018 285,985 (325,575) (53.24) 10,770
BANK OF AMERICA CORP /DE/ 03/31/2018 246,485 (103,406) (29.55) 9,283
AMERIPRISE FINANCIAL INC 03/31/2018 146,466 8,993 6.54 5,516
COMMONWEALTH EQUITY SERVICES, LLC 03/31/2018 141,054 492 .35 5,312
HARWOOD ADVISORY GROUP, LLC 03/31/2018 125,885 12,644 11.17 4,741
LADENBURG THALMANN FINANCIAL SERVICES INC. 03/31/2018 125,088 35,600 39.78 4,711
MANUFACTURERS LIFE INSURANCE COMPANY, THE 03/31/2018 104,317 51 .05 3,929
HOMRICH & BERG 03/31/2018 91,390 (7,510) (7.59) 3,442
BROOKSTONE CAPITAL MANAGEMENT 03/31/2018 88,538 (62,769) (41.49) 3,334
ROYAL BANK OF CANADA 03/31/2018 88,375 1,781 2.06 3,328
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 03/31/2018 83,720 (35,643) (29.86) 3,153

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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