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 344 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $662 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
2,194,138
shares
|
$173 Million
1.41% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
514,677
shares
|
$40.6 Million
0.11% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
275,972
shares
|
$21.8 Million
0.06% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
191,689
shares
|
$15.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
158,841
shares
|
$12.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
149,386
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
144,966
shares
|
$11.4 Million
0.21% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
137,655
shares
|
$10.9 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
134,694
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
108,597
shares
|
$8.56 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
105,723
shares
|
$8.33 Million
1.5% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
101,505
shares
|
$8 Million
0.0% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
100,449
shares
|
$7.92 Million
0.0% of portfolio
|
Q3 2024
Added 61.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
96,396
shares
|
$7.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
90,789
shares
|
$7.16 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
83,753
shares
|
$6.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 60.68%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
79,696
shares
|
$6.28 Million
5.27% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
79,461
shares
|
$6.26 Million
0.61% of portfolio
|
Q4 2023
Added 7.42%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
76,529
shares
|
$6.03 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
76,344
shares
|
$6.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
72,432
shares
|
$5.71 Million
0.11% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
65,933
shares
|
$5.2 Million
0.64% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
65,331
shares
|
$5.15 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
64,705
shares
|
$5.1 Million
0.56% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,329
shares
|
$4.99 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.18%
|