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 $718 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
73
shares
|
$5,840
0.0% of portfolio
|
Q1 2025
Added 812.5%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
72
shares
|
$5,760
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
63
shares
|
$5,040
0.0% of portfolio
|
Q3 2021
Added 1475.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
56
shares
|
$4,480
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
54
shares
|
$4,320
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
46
shares
|
$3,680
0.0% of portfolio
|
Q1 2025
Reduced 70.89%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
45
shares
|
$3,600
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
45
shares
|
$3,600
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
44
shares
|
$3,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
37
shares
|
$2,960
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$2,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
33
shares
|
$2,640
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
32
shares
|
$2,560
0.0% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
32
shares
|
$2,560
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
27
shares
|
$2,160
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
24
shares
|
$1,920
0.0% of portfolio
|
Q3 2022
Added 33.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
24
shares
|
$1,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$1,200
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
13
shares
|
$1,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
11
shares
|
$880
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
10
shares
|
$800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|