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 |
|---|---|---|---|---|---|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
4,729
shares
|
$364,133
0.12% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,677
shares
|
$360,129
0.05% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
4,673
shares
|
$359,821
0.05% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
4,651
shares
|
$358,127
0.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,608
shares
|
$354,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
4,573
shares
|
$352,121
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,552
shares
|
$350,504
0.01% of portfolio
|
Q4 2024
Added 81.86%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
4,540
shares
|
$349,580
0.13% of portfolio
|
Q4 2024
Added 34.8%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
4,391
shares
|
$338,107
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,376
shares
|
$336,952
0.06% of portfolio
|
Q2 2023
Added 11.6%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,344
shares
|
$334,488
0.12% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,340
shares
|
$334,180
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,251
shares
|
$327,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,251
shares
|
$327,327
0.02% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,239
shares
|
$326,403
0.04% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,235
shares
|
$326,095
0.0% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,206
shares
|
$323,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,205
shares
|
$323,785
0.02% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
4,196
shares
|
$323,092
0.04% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,149
shares
|
$319,473
0.1% of portfolio
|
Q4 2024
Reduced 54.4%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
4,145
shares
|
$319,165
0.07% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,106
shares
|
$316,162
0.39% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
4,095
shares
|
$315,315
0.28% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,087
shares
|
$314,699
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
4,083
shares
|
$314,391
0.11% of portfolio
|
Q4 2024
New holding
|