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 Million shares, which have been reported (via 13F filing form) to have a value of $765 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,176
shares
|
$242,297
0.11% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3,160
shares
|
$241,076
0.06% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
3,149
shares
|
$240,237
0.15% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
3,070
shares
|
$234,210
0.11% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
3,065
shares
|
$233,828
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,024
shares
|
$230,700
0.0% of portfolio
|
Q4 2024
Added 237.5%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
2,984
shares
|
$227,649
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,982
shares
|
$227,496
0.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,976
shares
|
$227,039
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,949
shares
|
$224,979
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
2,904
shares
|
$221,546
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,884
shares
|
$220,020
0.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,868
shares
|
$218,799
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
2,861
shares
|
$218,265
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
2,846
shares
|
$217,121
0.09% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,844
shares
|
$216,968
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,828
shares
|
$215,748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,794
shares
|
$213,154
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,784
shares
|
$212,391
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
2,784
shares
|
$212,391
0.09% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
2,776
shares
|
$211,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
2,740
shares
|
$209,034
0.08% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,733
shares
|
$208,500
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
2,701
shares
|
$206,059
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,660
shares
|
$202,931
0.04% of portfolio
|
Q1 2025
New holding
|