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iShares S&P Moderate Allocation Fund ETF shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors 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 Cambridge Investment Research Advisors 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 Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 171k 47.58
2025-06-30 $6.1M 132k 46.04
2025-03-31 $5.8M 132k 43.88
2024-12-31 $6.5M 151k 43.44
2024-09-30 $7.0M 155k 45.11
2024-06-30 $6.9M 160k 43.01
2024-03-31 $7.1M 166k 42.78
2023-12-31 $6.7M 162k 41.51
2023-09-30 $6.6M 171k 38.93
2023-06-30 $7.0M 172k 40.41
2023-03-31 $6.9M 172k 39.86
2022-12-31 $7.3M 193k 38.01
2022-09-30 $7.6M 207k 36.61
2022-06-30 $8.4M 217k 38.96
2022-03-31 $9.5M 221k 42.97
2021-12-31 $10M 227k 45.47
2021-09-30 $10M 226k 44.74
2021-06-30 $9.1M 202k 45.05
2021-03-31 $7.7M 176k 43.55
2020-12-31 $6.1M 141k 43.20
2020-09-30 $5.1M 123k 41.05
2020-06-30 $3.5M 88k 39.88
2020-03-31 $2.5M 69k 36.74
2019-12-31 $3.2M 79k 40.13
2019-09-30 $3.3M 85k 39.29
2019-06-30 $3.6M 93k 39.02
2019-03-31 $3.3M 87k 38.06
2018-12-31 $2.7M 76k 35.68
2018-09-30 $2.9M 76k 37.89
2018-06-30 $3.2M 86k 37.53
2018-03-31 $3.0M 80k 37.77
2017-12-31 $3.2M 85k 38.04
2017-09-30 $1.8M 49k 37.97
2017-06-30 $1.5M 41k 37.26
2017-03-31 $1.4M 40k 36.35
2016-12-31 $1.2M 33k 35.24
2016-09-30 $959k 27k 36.11
2016-06-30 $785k 22k 35.29
2016-03-31 $717k 21k 34.79
2015-12-31 $689k 20k 34.05
2015-09-30 $564k 17k 33.87
2015-06-30 $1.1M 32k 35.24
2015-03-31 $833k 23k 35.65
2014-12-31 $889k 25k 35.16
2014-09-30 $265k 7.6k 34.94
2014-06-30 $271k 7.6k 35.76
2013-12-31 $889k 26k 34.31
2013-09-30 $840k 25k 33.34
2013-06-30 $1.3M 41k 32.37

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View all positions for Cambridge Investment Research Advisors

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