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 |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
33,785
shares
|
$2.68 Million
1.08% of portfolio
|
Q1 2025
Reduced 48.29%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
33,267
shares
|
$2.64 Million
0.57% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31,364
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
29,801
shares
|
$2.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
29,399
shares
|
$2.34 Million
1.6% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
29,076
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
28,720
shares
|
$2.28 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
28,039
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
27,913
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
27,909
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
27,826
shares
|
$2.21 Million
0.29% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
27,670
shares
|
$2.2 Million
1.05% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
27,631
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
26,156
shares
|
$2.08 Million
0.87% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
24,965
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,818
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
24,552
shares
|
$1.95 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
24,077
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
24,005
shares
|
$1.91 Million
0.56% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
23,961
shares
|
$1.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
23,821
shares
|
$1.89 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
23,817
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
22,941
shares
|
$1.82 Million
1.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
22,892
shares
|
$1.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
22,720
shares
|
$1.81 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.19%
|