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iShares S&P Moderate Allocation Fund ETF shares owned by AlTi Global

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by AlTi Global

Quarter filed Position value Share count Share price at filing
2025-09-30 $814k 17k 47.58
2025-06-30 $815k 18k 46.04
2025-03-31 $1.3M 30k 43.88
2024-12-31 $3.1M 71k 43.44
2024-09-30 $3.6M 81k 45.11
2024-06-30 $5.0M 115k 43.01
2024-03-31 $5.6M 130k 42.78
2023-12-31 $6.4M 154k 41.51

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded No Amer Energy (EMLP)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for AlTi Global

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF