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 372 institutions that hold shares in the stock, with a total of 8.99 Million shares, which have been reported (via 13F filing form) to have a value of $714 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,196,996
shares
|
$175 Million
1.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
525,061
shares
|
$41.7 Million
0.11% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
275,874
shares
|
$21.9 Million
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
203,321
shares
|
$16.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
178,191
shares
|
$14.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
166,710
shares
|
$13.2 Million
0.26% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
160,072
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
154,534
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
144,413
shares
|
$11.5 Million
0.14% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
135,926
shares
|
$10.8 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
132,575
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
128,484
shares
|
$10.2 Million
1.89% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
113,982
shares
|
$9.06 Million
0.02% of portfolio
|
Q1 2025
Added 63.23%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
109,427
shares
|
$8.69 Million
6.51% of portfolio
|
Q1 2025
Added 37.31%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
109,103
shares
|
$8.67 Million
1.26% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
94,241
shares
|
$7.49 Million
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
87,193
shares
|
$6.93 Million
0.13% of portfolio
|
Q1 2025
Added 20.38%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
84,680
shares
|
$6.73 Million
1.14% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
81,893
shares
|
$6.51 Million
0.27% of portfolio
|
Q1 2025
Reduced 35.93%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
79,461
shares
|
$6.31 Million
0.61% of portfolio
|
Q4 2023
Added 7.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
78,481
shares
|
$6.24 Million
0.1% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
71,003
shares
|
$5.64 Million
1.03% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
69,256
shares
|
$5.5 Million
0.39% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
64,212
shares
|
$5.1 Million
0.08% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
64,017
shares
|
$5.09 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.21%
|