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 370 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $742 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
6,063
shares
|
$448,237
0.25% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,059
shares
|
$447,941
0.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
6,055
shares
|
$447,646
0.21% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,023
shares
|
$445,280
0.2% of portfolio
|
Q4 2024
Added 28.61%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,724
shares
|
$423,175
0.24% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
5,638
shares
|
$416,817
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,610
shares
|
$414,747
0.01% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
5,564
shares
|
$411,346
0.13% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
5,489
shares
|
$405,801
0.03% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
5,469
shares
|
$404,323
0.1% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,412
shares
|
$400,109
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,350
shares
|
$395,525
0.07% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,270
shares
|
$389,611
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,262
shares
|
$389,019
0.12% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
5,188
shares
|
$383,548
0.12% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
5,035
shares
|
$372,237
0.03% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,026
shares
|
$371,572
0.03% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
4,953
shares
|
$366,175
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
4,942
shares
|
$365,362
0.23% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
4,918
shares
|
$363,587
0.05% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,902
shares
|
$362,404
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,808
shares
|
$355,455
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
4,799
shares
|
$354,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,794
shares
|
$354,420
0.0% of portfolio
|
Q4 2024
Reduced 63.26%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
4,731
shares
|
$349,762
0.12% of portfolio
|
Q1 2025
Added 0.04%
|