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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
9,769
shares
|
$776,147
0.01% of portfolio
|
Q1 2025
Added 25.76%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
9,706
shares
|
$771,141
0.08% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
9,660
shares
|
$767,487
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,659
shares
|
$767,407
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
9,569
shares
|
$760,257
0.22% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,509
shares
|
$755,490
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$748,577
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
9,334
shares
|
$741,586
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
9,236
shares
|
$733,800
0.2% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,083
shares
|
$721,644
0.01% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
8,915
shares
|
$708,296
0.0% of portfolio
|
Q1 2025
Added 765.53%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
8,905
shares
|
$707,502
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8,820
shares
|
$700,749
0.05% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,661
shares
|
$688,116
0.01% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,586
shares
|
$682,157
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,438
shares
|
$670,399
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
8,427
shares
|
$669,525
0.22% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,420
shares
|
$668,969
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
8,407
shares
|
$667,936
0.07% of portfolio
|
Q1 2025
Added 53.78%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
8,403
shares
|
$667,618
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,379
shares
|
$665,711
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,359
shares
|
$664,122
0.01% of portfolio
|
Q1 2025
Added 28.28%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
8,339
shares
|
$662,533
0.17% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
8,257
shares
|
$656,018
0.08% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,243
shares
|
$654,906
0.04% of portfolio
|
Q1 2025
Added 9.66%
|