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 |
|---|---|---|---|---|---|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
8,211
shares
|
$652,363
0.19% of portfolio
|
Q1 2025
Added 87.0%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
8,124
shares
|
$645,451
0.48% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,109
shares
|
$644,260
0.14% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,092
shares
|
$642,909
0.04% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
8,019
shares
|
$637,109
0.0% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
7,927
shares
|
$629,800
0.19% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
7,761
shares
|
$616,611
0.27% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,626
shares
|
$605,885
0.01% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
7,571
shares
|
$601,515
0.04% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
7,523
shares
|
$597,702
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
7,499
shares
|
$595,795
0.35% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
7,384
shares
|
$586,658
0.13% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,312
shares
|
$580,938
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
7,169
shares
|
$569,577
0.32% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,131
shares
|
$566,557
0.12% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,112
shares
|
$565,048
0.03% of portfolio
|
Q1 2016
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
7,099
shares
|
$564,015
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
6,978
shares
|
$554,402
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,931
shares
|
$550,667
0.01% of portfolio
|
Q1 2025
Added 73.23%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
6,897
shares
|
$547,966
0.12% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
6,867
shares
|
$545,583
0.25% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,623
shares
|
$526,197
0.01% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
6,621
shares
|
$526,038
0.05% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,603
shares
|
$524,608
0.01% of portfolio
|
Q1 2025
Reduced 37.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,592
shares
|
$523,734
0.0% of portfolio
|
Q1 2025
Added 55.07%
|