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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,556
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
22,458
shares
|
$1.66 Million
1.38% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
22,233
shares
|
$1.64 Million
0.52% of portfolio
|
Q1 2023
Reduced 42.83%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
22,214
shares
|
$1.64 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
22,114
shares
|
$1.63 Million
0.31% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
22,031
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
21,714
shares
|
$1.6 Million
0.24% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
19,864
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
19,813
shares
|
$1.46 Million
0.81% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
19,734
shares
|
$1.46 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
19,454
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
19,267
shares
|
$1.42 Million
0.16% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
18,228
shares
|
$1.35 Million
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,394
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,385
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
17,288
shares
|
$1.28 Million
0.27% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,241
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
17,229
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
16,475
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
16,237
shares
|
$1.2 Million
0.79% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
15,952
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
15,830
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,732
shares
|
$1.16 Million
0.41% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
15,669
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
15,380
shares
|
$1.13 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.93%
|