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 |
|---|---|---|---|---|---|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
22,458
shares
|
$1.78 Million
1.38% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
22,455
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
22,114
shares
|
$1.76 Million
0.31% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
21,955
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
21,796
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
21,714
shares
|
$1.73 Million
0.24% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
20,140
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
19,712
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,405
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
19,267
shares
|
$1.53 Million
0.16% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
19,259
shares
|
$1.53 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
18,228
shares
|
$1.45 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,394
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,385
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
17,347
shares
|
$1.38 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
17,244
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
16,475
shares
|
$1.31 Million
0.26% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
16,311
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
Added 54.8%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
16,237
shares
|
$1.29 Million
0.79% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
16,120
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
15,938
shares
|
$1.27 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
15,702
shares
|
$1.25 Million
0.24% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,608
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,362
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
15,042
shares
|
$1.2 Million
0.69% of portfolio
|
Q1 2025
Added 8.8%
|