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iShares S&P Moderate Allocation Fund ETF shares owned by Ssa Swiss Advisors

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

Historical chart of Ssa Swiss 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 Ssa Swiss 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 Ssa Swiss Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 4.4k 47.58
2025-06-30 $204k 4.4k 46.04
2025-03-31 $3.1M 71k 43.87

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View all positions for Ssa Swiss 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