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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,496
shares
|
$516,107
0.03% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
6,383
shares
|
$507,129
0.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,279
shares
|
$498,866
0.1% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,192
shares
|
$491,954
0.26% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
6,113
shares
|
$485,677
0.13% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
6,079
shares
|
$482,976
0.03% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,079
shares
|
$482,976
0.0% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
6,061
shares
|
$481,546
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,059
shares
|
$481,387
0.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
6,055
shares
|
$481,069
0.21% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
5,756
shares
|
$457,314
0.14% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,735
shares
|
$455,645
0.04% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,724
shares
|
$454,771
0.24% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
5,638
shares
|
$447,939
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
5,481
shares
|
$435,465
0.16% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
5,469
shares
|
$434,512
0.1% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,412
shares
|
$429,983
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,350
shares
|
$425,057
0.07% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,270
shares
|
$418,701
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,262
shares
|
$418,065
0.12% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
5,143
shares
|
$408,611
0.18% of portfolio
|
Q1 2025
Added 35.95%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,141
shares
|
$408,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
5,061
shares
|
$402,096
0.28% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,026
shares
|
$399,315
0.03% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,953
shares
|
$393,515
0.03% of portfolio
|
Q1 2025
Reduced 1.63%
|