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 372 institutions that hold shares in the stock, with a total of 8.98 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,871
shares
|
$312,583
0.0% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
3,831
shares
|
$309,353
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,823
shares
|
$308,707
0.27% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,659
shares
|
$295,464
0.02% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
3,645
shares
|
$294,333
0.11% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,641
shares
|
$294,010
0.02% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
3,632
shares
|
$293,284
0.02% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
3,587
shares
|
$289,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
3,581
shares
|
$289,165
0.07% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,533
shares
|
$285,289
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
3,528
shares
|
$284,886
0.14% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,488
shares
|
$281,656
0.04% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,443
shares
|
$278,022
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,413
shares
|
$275,599
0.06% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
3,411
shares
|
$275,438
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,396
shares
|
$274,227
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
3,353
shares
|
$270,754
0.05% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
3,326
shares
|
$268,574
0.09% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
3,297
shares
|
$266,232
0.03% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3,297
shares
|
$266,232
0.07% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,296
shares
|
$266,152
0.0% of portfolio
|
Q1 2025
Reduced 31.45%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,274
shares
|
$264,375
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,252
shares
|
$262,599
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
3,220
shares
|
$260,015
0.19% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,161
shares
|
$255,250
0.01% of portfolio
|
Q1 2025
Added 25.94%
|