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 |
|---|---|---|---|---|---|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
4,912
shares
|
$390,258
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,902
shares
|
$389,463
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
4,826
shares
|
$383,425
0.08% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,794
shares
|
$380,883
0.0% of portfolio
|
Q4 2024
Reduced 63.26%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
4,731
shares
|
$375,877
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
4,683
shares
|
$372,064
0.15% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
4,601
shares
|
$365,549
0.23% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
4,587
shares
|
$364,437
0.17% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,552
shares
|
$361,656
0.01% of portfolio
|
Q4 2024
Added 81.86%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
4,382
shares
|
$348,149
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,376
shares
|
$347,673
0.06% of portfolio
|
Q2 2023
Added 11.6%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
4,376
shares
|
$347,673
0.24% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,348
shares
|
$345,448
0.02% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
4,272
shares
|
$339,410
0.03% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,252
shares
|
$337,821
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,250
shares
|
$337,662
0.11% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,235
shares
|
$336,470
0.0% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
4,155
shares
|
$330,114
0.19% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,134
shares
|
$328,446
0.0% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,106
shares
|
$326,221
0.39% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,078
shares
|
$323,997
0.1% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,011
shares
|
$318,673
0.04% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,000
shares
|
$317,800
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,940
shares
|
$313,033
0.0% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
3,918
shares
|
$311,285
0.04% of portfolio
|
Q1 2025
Reduced 20.33%
|