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 371 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $782 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
4,069
shares
|
$313,313
0.15% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,014
shares
|
$309,078
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,001
shares
|
$308,077
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$308,000
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,892
shares
|
$299,684
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
|
$294,987
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,825
shares
|
$294,525
0.02% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,807
shares
|
$293,139
0.11% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,801
shares
|
$292,677
0.0% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
3,783
shares
|
$291,291
0.14% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,775
shares
|
$290,675
0.02% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,676
shares
|
$283,052
0.0% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
3,588
shares
|
$276,276
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,567
shares
|
$274,659
0.12% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,562
shares
|
$274,274
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,533
shares
|
$272,041
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
3,501
shares
|
$269,577
0.07% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
3,470
shares
|
$267,190
0.08% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,469
shares
|
$267,113
0.05% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
3,434
shares
|
$264,418
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,419
shares
|
$263,263
0.02% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
3,265
shares
|
$251,405
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
3,262
shares
|
$251,174
0.13% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
3,238
shares
|
$249,326
0.07% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
3,189
shares
|
$245,553
0.04% of portfolio
|
Q3 2024
Added 4.49%
|