iShares S&P Moderate Allocation Fund ETF shares owned by Aspiriant
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant 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 Aspiriant consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 45k | 47.58 |
| 2025-06-30 | $1.8M | 39k | 46.04 |
| 2025-03-31 | $1.3M | 30k | 43.88 |
| 2024-12-31 | $1.3M | 30k | 43.44 |
| 2024-09-30 | $1.4M | 31k | 45.11 |
| 2024-06-30 | $1.3M | 31k | 43.01 |
| 2024-03-31 | $2.5M | 58k | 42.78 |
| 2023-12-31 | $2.6M | 62k | 41.51 |
| 2023-09-30 | $2.4M | 62k | 38.93 |
| 2023-06-30 | $2.5M | 62k | 40.41 |
| 2023-03-31 | $2.5M | 62k | 39.86 |
| 2022-12-31 | $2.5M | 65k | 38.01 |
| 2022-09-30 | $3.0M | 83k | 36.61 |
| 2022-06-30 | $2.9M | 75k | 38.95 |
| 2022-03-31 | $7.8M | 182k | 42.96 |
| 2021-12-31 | $7.9M | 174k | 45.47 |
| 2021-09-30 | $8.4M | 187k | 44.74 |
| 2021-06-30 | $8.2M | 183k | 45.06 |
| 2021-03-31 | $7.9M | 183k | 43.55 |
| 2020-12-31 | $7.9M | 183k | 43.19 |
| 2020-09-30 | $7.9M | 191k | 41.05 |
| 2020-06-30 | $8.0M | 201k | 39.87 |
| 2020-03-31 | $600k | 16k | 36.75 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF