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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
14,963
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
14,217
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
Added 100.92%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
14,058
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
13,971
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
13,612
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2025
Added 78.85%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
13,599
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,510
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
13,496
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
13,056
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
12,997
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,980
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
12,859
shares
|
$1.02 Million
0.67% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
12,794
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,785
shares
|
$1.02 Million
0.72% of portfolio
|
Q3 2022
Reduced 12.28%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,904
shares
|
$945,772
0.41% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,573
shares
|
$919,474
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
11,486
shares
|
$912,562
0.03% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
11,240
shares
|
$893,018
0.03% of portfolio
|
Q1 2025
Reduced 39.52%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
11,163
shares
|
$886,900
0.58% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
10,758
shares
|
$854,723
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
10,700
shares
|
$850,115
0.2% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
10,490
shares
|
$833,430
0.22% of portfolio
|
Q1 2025
Reduced 20.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
10,085
shares
|
$801,253
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,992
shares
|
$793,864
0.01% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,819
shares
|
$780,119
0.08% of portfolio
|
Q1 2025
Reduced 16.31%
|