iShares S&P Moderate Allocation Fund ETF shares owned by HighTower Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by HighTower Advisors
from 13F filings
Historical chart of HighTower 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 HighTower Advisors 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 HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $901k | 19k | 47.58 |
| 2025-06-30 | $893k | 19k | 46.04 |
| 2025-03-31 | $858k | 20k | 43.88 |
| 2024-12-31 | $807k | 19k | 43.44 |
| 2024-09-30 | $911k | 20k | 45.01 |
| 2024-06-30 | $1.0M | 24k | 43.07 |
| 2024-03-31 | $619k | 14k | 43.08 |
| 2023-12-31 | $531k | 13k | 41.33 |
| 2023-09-30 | $429k | 11k | 39.14 |
| 2023-06-30 | $205k | 5.0k | 40.70 |
| 2022-06-30 | $233k | 5.9k | 39.26 |
| 2022-03-31 | $317k | 7.4k | 43.09 |
| 2021-03-31 | $652k | 15k | 43.48 |
| 2020-12-31 | $291k | 6.7k | 43.36 |
| 2020-09-30 | $264k | 6.4k | 41.15 |
| 2020-06-30 | $256k | 6.4k | 39.98 |
| 2020-03-31 | $236k | 6.4k | 36.65 |
| 2019-12-31 | $307k | 7.6k | 40.21 |
| 2019-09-30 | $302k | 7.6k | 39.53 |
| 2019-06-30 | $300k | 7.6k | 39.38 |
| 2019-03-31 | $276k | 7.2k | 38.49 |
| 2018-12-31 | $253k | 7.1k | 35.60 |
| 2018-09-30 | $277k | 7.2k | 38.23 |
| 2018-06-30 | $269k | 7.2k | 37.56 |
| 2018-03-31 | $272k | 7.1k | 38.30 |
| 2017-12-31 | $262k | 6.8k | 38.32 |
| 2017-09-30 | $249k | 6.5k | 38.12 |
| 2017-06-30 | $308k | 8.2k | 37.42 |
| 2017-03-31 | $224k | 6.2k | 36.27 |
| 2016-12-31 | $234k | 6.7k | 34.89 |
| 2016-09-30 | $231k | 6.4k | 35.86 |
| 2015-12-31 | $419k | 12k | 34.06 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF