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 |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
2,617
shares
|
$218,100
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,581
shares
|
$215,100
0.0% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,472
shares
|
$206,016
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,444
shares
|
$203,682
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
2,409
shares
|
$200,766
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,311
shares
|
$192,598
0.05% of portfolio
|
Q1 2025
Reduced 33.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
2,288
shares
|
$190,681
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,219
shares
|
$184,931
0.0% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,146
shares
|
$178,847
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,076
shares
|
$173,013
0.0% of portfolio
|
Q1 2025
Reduced 25.43%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,769
shares
|
$147,428
0.0% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,704
shares
|
$142,011
0.0% of portfolio
|
Q1 2025
Reduced 27.43%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,496
shares
|
$124,676
0.07% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,446
shares
|
$120,509
0.0% of portfolio
|
Q1 2025
Reduced 83.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,361
shares
|
$113,425
0.0% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,321
shares
|
$110,092
0.02% of portfolio
|
Q2 2025
Added 80.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,320
shares
|
$110,008
0.0% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,267
shares
|
$105,591
0.0% of portfolio
|
Q1 2025
Added 54.32%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,248
shares
|
$104,008
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,200
shares
|
$100,008
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,180
shares
|
$98,341
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,158
shares
|
$96,507
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,152
shares
|
$96,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,073
shares
|
$89,423
0.04% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,036
shares
|
$86,340
0.0% of portfolio
|
Q4 2022
New holding
|