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 371 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,694
shares
|
$205,929
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
2,682
shares
|
$205,012
0.09% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
2,617
shares
|
$200,043
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,510
shares
|
$191,864
0.01% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,444
shares
|
$186,819
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,348
shares
|
$179,481
0.01% of portfolio
|
Q4 2024
Reduced 57.62%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,146
shares
|
$164,040
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,973
shares
|
$150,816
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,866
shares
|
$142,637
0.0% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,706
shares
|
$130,406
0.0% of portfolio
|
Q4 2024
Reduced 19.79%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,600
shares
|
$122,304
0.0% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,564
shares
|
$119,552
0.07% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,465
shares
|
$111,984
0.0% of portfolio
|
Q4 2024
Reduced 96.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,465
shares
|
$111,984
0.0% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,450
shares
|
$110,838
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,325
shares
|
$101,283
0.04% of portfolio
|
Q2 2022
Reduced 5.36%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,176
shares
|
$89,893
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,073
shares
|
$82,020
0.04% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,036
shares
|
$79,191
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,030
shares
|
$78,733
0.0% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
957
shares
|
$73,153
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
942
shares
|
$72,006
0.0% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
880
shares
|
$67,267
0.04% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
879
shares
|
$67,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
871
shares
|
$66,579
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|