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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
281
shares
|
$22,325
0.01% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
259
shares
|
$20,577
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
253
shares
|
$20,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
241
shares
|
$19,147
0.01% of portfolio
|
Q1 2025
Added 703.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
211
shares
|
$16,763
0.0% of portfolio
|
Q4 2024
Added 100.95%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
211
shares
|
$16,763
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
205
shares
|
$16,287
0.0% of portfolio
|
Q1 2025
Added 1950.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
189
shares
|
$15,016
0.0% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
151
shares
|
$11,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
145
shares
|
$11,520
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
142
shares
|
$11,281
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138
shares
|
$10,964
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
135
shares
|
$10,725
0.0% of portfolio
|
Q1 2022
Reduced 61.97%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
132
shares
|
$10,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
118
shares
|
$9,375
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
114
shares
|
$9,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
112
shares
|
$8,898
0.0% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
110
shares
|
$8,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
105
shares
|
$8,342
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
105
shares
|
$8,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$7,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$7,945
0.0% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$7,150
0.0% of portfolio
|
Q2 2020
Added 0.71%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
88
shares
|
$6,991
0.0% of portfolio
|
Q1 2024
Reduced 66.28%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
79
shares
|
$6,276
0.0% of portfolio
|
Q1 2025
New holding
|