Institutional Ownership Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA). We have compiled data on the 370 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $742 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,001
shares
|
$295,793
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$295,720
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,940
shares
|
$291,284
0.0% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,892
shares
|
$287,735
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
3,831
shares
|
$283,225
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,807
shares
|
$281,451
0.11% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,801
shares
|
$281,007
0.0% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
3,783
shares
|
$279,677
0.14% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,676
shares
|
$271,766
0.0% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,641
shares
|
$269,179
0.02% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
3,632
shares
|
$268,513
0.02% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
3,588
shares
|
$265,260
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
3,581
shares
|
$264,743
0.07% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,567
shares
|
$263,708
0.12% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,533
shares
|
$261,194
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
3,528
shares
|
$260,825
0.14% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
3,501
shares
|
$258,828
0.07% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
3,470
shares
|
$256,537
0.08% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,469
shares
|
$256,463
0.05% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,443
shares
|
$254,540
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
3,434
shares
|
$253,875
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,419
shares
|
$252,766
0.02% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,396
shares
|
$251,066
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
3,353
shares
|
$247,887
0.05% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,274
shares
|
$242,046
0.01% of portfolio
|
Q1 2025
New holding
|