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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
978
shares
|
$77,545
0.0% of portfolio
|
Q1 2025
Added 72.49%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
955
shares
|
$75,721
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
880
shares
|
$69,775
0.04% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
868
shares
|
$68,823
0.05% of portfolio
|
Q1 2025
Added 33.74%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
859
shares
|
$68,110
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
832
shares
|
$65,969
0.0% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
820
shares
|
$65,017
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
815
shares
|
$64,621
0.0% of portfolio
|
Q1 2025
Reduced 86.92%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
747
shares
|
$59,229
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
731
shares
|
$57,960
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
691
shares
|
$54,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
642
shares
|
$50,904
0.0% of portfolio
|
Q1 2025
Added 935.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
534
shares
|
$42,340
0.0% of portfolio
|
Q1 2025
Added 249.02%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
515
shares
|
$40,834
0.0% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
512
shares
|
$40,596
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
499
shares
|
$39,565
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
490
shares
|
$38,852
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
462
shares
|
$36,631
0.02% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
450
shares
|
$35,680
0.0% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
432
shares
|
$34,253
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
430
shares
|
$34,094
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
400
shares
|
$31,716
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
331
shares
|
$26,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
322
shares
|
$25,531
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
286
shares
|
$22,676
0.0% of portfolio
|
Q1 2025
Added 14.86%
|