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 371 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,059
shares
|
$466,543
0.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,023
shares
|
$463,771
0.2% of portfolio
|
Q4 2024
Added 28.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,944
shares
|
$457,688
0.02% of portfolio
|
Q4 2024
Added 702.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,610
shares
|
$431,970
0.01% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,583
shares
|
$429,891
0.1% of portfolio
|
Q4 2024
Added 36.27%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
5,564
shares
|
$428,428
0.13% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
5,489
shares
|
$422,653
0.03% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,467
shares
|
$420,959
0.04% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
5,450
shares
|
$419,650
0.23% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,370
shares
|
$413,490
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,350
shares
|
$411,950
0.07% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
5,349
shares
|
$411,873
0.18% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,283
shares
|
$406,791
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,270
shares
|
$405,790
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,262
shares
|
$405,174
0.12% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
5,188
shares
|
$399,476
0.12% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
4,953
shares
|
$381,381
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
4,942
shares
|
$380,534
0.23% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
4,918
shares
|
$378,686
0.05% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,916
shares
|
$378,532
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,902
shares
|
$377,454
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,857
shares
|
$373,989
0.05% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,808
shares
|
$370,216
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
4,799
shares
|
$369,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,794
shares
|
$369,138
0.0% of portfolio
|
Q4 2024
Reduced 63.26%
|