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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
22,441
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
22,233
shares
|
$1.75 Million
0.52% of portfolio
|
Q1 2023
Reduced 42.83%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
22,214
shares
|
$1.75 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
21,972
shares
|
$1.73 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
20,923
shares
|
$1.65 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
20,728
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
20,353
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
19,864
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
19,813
shares
|
$1.56 Million
0.81% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
19,734
shares
|
$1.55 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
18,586
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Added 91.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,343
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
18,228
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
18,066
shares
|
$1.42 Million
0.15% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,394
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,385
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
17,283
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
16,296
shares
|
$1.28 Million
0.26% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
16,176
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,732
shares
|
$1.24 Million
0.41% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
15,669
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
15,605
shares
|
$1.23 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
15,380
shares
|
$1.21 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,362
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
15,069
shares
|
$1.18 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.99%
|