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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
72
shares
|
$5,661
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
63
shares
|
$4,953
0.0% of portfolio
|
Q1 2024
Added 21.15%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
63
shares
|
$4,953
0.0% of portfolio
|
Q3 2021
Added 1475.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
61
shares
|
$4,796
0.0% of portfolio
|
Q1 2023
Added 8177.05%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
55
shares
|
$4,324
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
45
shares
|
$3,538
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
45
shares
|
$3,538
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
44
shares
|
$3,459
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
37
shares
|
$2,909
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$2,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
32
shares
|
$2,516
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
32
shares
|
$2,516
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
29
shares
|
$2,280
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
27
shares
|
$2,123
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
24
shares
|
$1,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
24
shares
|
$1,887
0.0% of portfolio
|
Q3 2022
Added 33.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$1,179
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
14
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11
shares
|
$864
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
10
shares
|
$786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
8
shares
|
$629
0.0% of portfolio
|
Q1 2024
New holding
|