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 346 institutions that hold shares in the stock, with a total of 8.51 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,436
shares
|
$271,512
0.13% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,419
shares
|
$270,169
0.02% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,368
shares
|
$266,139
0.1% of portfolio
|
Q3 2024
Added 496.11%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
3,265
shares
|
$258,000
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
3,262
shares
|
$257,763
0.13% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
3,238
shares
|
$255,866
0.07% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
3,189
shares
|
$251,994
0.04% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,176
shares
|
$250,967
0.11% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3,160
shares
|
$249,703
0.06% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
3,149
shares
|
$248,833
0.15% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
3,070
shares
|
$242,591
0.11% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
3,065
shares
|
$242,196
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,024
shares
|
$238,956
0.0% of portfolio
|
Q4 2024
Added 237.5%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,982
shares
|
$235,637
0.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,949
shares
|
$233,029
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,938
shares
|
$232,160
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
2,904
shares
|
$229,474
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,884
shares
|
$227,893
0.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,866
shares
|
$226,471
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,858
shares
|
$225,839
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
2,846
shares
|
$224,890
0.09% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,844
shares
|
$224,732
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,794
shares
|
$220,781
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,759
shares
|
$218,016
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,758
shares
|
$217,937
0.0% of portfolio
|
Q4 2024
New holding
|