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 368 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $741 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
66,915
shares
|
$4.94 Million
0.6% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
66,673
shares
|
$4.92 Million
0.3% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
65,331
shares
|
$4.82 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
64,800
shares
|
$4.78 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
63,381
shares
|
$4.68 Million
2.45% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
62,635
shares
|
$4.62 Million
0.07% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
61,831
shares
|
$4.56 Million
0.09% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
60,567
shares
|
$4.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
59,188
shares
|
$4.37 Million
0.97% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
58,982
shares
|
$4.35 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
54,245
shares
|
$4 Million
0.01% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
52,855
shares
|
$3.9 Million
2.95% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
45,484
shares
|
$3.36 Million
2.49% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
44,200
shares
|
$3.26 Million
0.35% of portfolio
|
Q4 2023
Reduced 2.79%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
43,368
shares
|
$3.2 Million
0.25% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
42,755
shares
|
$3.15 Million
0.08% of portfolio
|
Q4 2024
Added 63.02%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
42,722
shares
|
$3.15 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,622
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
42,484
shares
|
$3.13 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
40,794
shares
|
$3.01 Million
0.13% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
40,484
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
39,823
shares
|
$2.94 Million
1.27% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
37,867
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
37,256
shares
|
$2.75 Million
0.48% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
36,039
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Added 292.62%
|