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 374 institutions that hold shares in the stock, with a total of 8.98 Million shares, which have been reported (via 13F filing form) to have a value of $749 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
3,149
shares
|
$262,437
0.14% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
3,100
shares
|
$258,354
0.0% of portfolio
|
Q1 2025
Reduced 54.41%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
3,082
shares
|
$256,853
0.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3,069
shares
|
$255,770
0.08% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,035
shares
|
$252,936
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,028
shares
|
$252,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,023
shares
|
$251,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,008
shares
|
$250,686
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$250,020
0.15% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,982
shares
|
$248,519
0.03% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,976
shares
|
$248,019
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
2,973
shares
|
$247,769
0.01% of portfolio
|
Q1 2025
Reduced 30.06%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,949
shares
|
$245,769
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,891
shares
|
$240,935
0.23% of portfolio
|
Q1 2025
Reduced 60.14%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,883
shares
|
$240,269
0.1% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
2,878
shares
|
$239,852
0.06% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
2,846
shares
|
$237,185
0.09% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
2,826
shares
|
$235,518
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,756
shares
|
$229,685
0.0% of portfolio
|
Q1 2025
Reduced 27.49%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
2,755
shares
|
$229,601
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,750
shares
|
$229,185
0.01% of portfolio
|
Q1 2025
Added 89.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,733
shares
|
$227,768
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
2,701
shares
|
$225,101
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,685
shares
|
$223,767
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,660
shares
|
$221,684
0.04% of portfolio
|
Q1 2025
New holding
|