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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,748
shares
|
$217,146
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
2,740
shares
|
$216,514
0.08% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
2,726
shares
|
$215,408
0.02% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,725
shares
|
$215,329
0.01% of portfolio
|
Q3 2024
Reduced 51.58%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,694
shares
|
$212,879
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
2,682
shares
|
$211,931
0.09% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
2,617
shares
|
$206,795
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,578
shares
|
$203,713
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,496
shares
|
$197,233
0.0% of portfolio
|
Q3 2024
Added 1024.32%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,348
shares
|
$185,538
0.01% of portfolio
|
Q4 2024
Reduced 57.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,290
shares
|
$180,955
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,267
shares
|
$179,138
0.0% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,146
shares
|
$169,576
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,127
shares
|
$168,075
0.0% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,973
shares
|
$155,906
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,827
shares
|
$144,369
0.0% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,822
shares
|
$143,974
0.0% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$126,432
0.0% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,564
shares
|
$123,587
0.07% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,455
shares
|
$114,974
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,325
shares
|
$104,701
0.04% of portfolio
|
Q2 2022
Reduced 5.36%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,279
shares
|
$101,066
0.03% of portfolio
|
Q2 2024
Reduced 7.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,176
shares
|
$92,927
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,073
shares
|
$84,788
0.04% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,036
shares
|
$81,864
0.0% of portfolio
|
Q4 2022
New holding
|