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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
33,166
shares
|
$2.61 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
30,241
shares
|
$2.38 Million
0.12% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
29,634
shares
|
$2.33 Million
0.06% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,454
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
29,381
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
28,788
shares
|
$2.26 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
28,442
shares
|
$2.24 Million
0.07% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
27,695
shares
|
$2.18 Million
1.5% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
27,453
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
27,013
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
26,921
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
26,284
shares
|
$2.07 Million
0.92% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
26,227
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
26,124
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
26,047
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
25,956
shares
|
$2.04 Million
0.26% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
24,922
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
24,488
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
24,114
shares
|
$1.9 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
23,817
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
23,751
shares
|
$1.87 Million
0.68% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,720
shares
|
$1.87 Million
1.06% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,549
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
22,763
shares
|
$1.79 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
22,458
shares
|
$1.77 Million
1.38% of portfolio
|
Q4 2024
Added 2.47%
|