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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
63,432
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2025
Added 101.15%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
63,381
shares
|
$5.04 Million
2.45% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
63,137
shares
|
$5.02 Million
0.08% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
61,131
shares
|
$4.86 Million
0.95% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
60,567
shares
|
$4.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
54,245
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
52,987
shares
|
$4.21 Million
0.32% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
52,674
shares
|
$4.18 Million
3.36% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
45,256
shares
|
$3.6 Million
0.11% of portfolio
|
Q1 2025
Added 706.7%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
44,200
shares
|
$3.51 Million
0.35% of portfolio
|
Q4 2023
Reduced 2.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
44,125
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 83.59%
|
|
|
Fort Henry Capital, LLC
|
Apr 22, 2025 Q1 2025 |
43,792
shares
|
$3.48 Million
2.41% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
42,722
shares
|
$3.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,622
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,235
shares
|
$3.36 Million
0.02% of portfolio
|
Q1 2025
Added 44.45%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
40,766
shares
|
$3.24 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
40,679
shares
|
$3.23 Million
1.36% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
40,066
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
39,823
shares
|
$3.16 Million
1.27% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
39,593
shares
|
$3.15 Million
1.03% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
37,867
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
37,256
shares
|
$2.96 Million
0.48% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
37,172
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,106
shares
|
$2.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
33,904
shares
|
$2.69 Million
0.08% of portfolio
|
Q1 2025
Added 19.2%
|