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 343 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,946
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
14,061
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
13,825
shares
|
$1.09 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,473
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
13,301
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
13,231
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
13,087
shares
|
$1.03 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
13,049
shares
|
$1.03 Million
0.76% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,049
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,785
shares
|
$1.01 Million
0.72% of portfolio
|
Q3 2022
Reduced 12.28%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
12,593
shares
|
$992,706
0.12% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
12,385
shares
|
$976,309
0.09% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,898
shares
|
$937,919
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,732
shares
|
$924,833
0.1% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,573
shares
|
$912,299
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
11,435
shares
|
$901,421
0.03% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,812
shares
|
$852,309
0.0% of portfolio
|
Q3 2024
Reduced 58.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,119
shares
|
$797,680
0.0% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,082
shares
|
$794,764
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,078
shares
|
$794,448
0.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
10,048
shares
|
$792,083
0.19% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,663
shares
|
$761,734
0.0% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
9,494
shares
|
$748,412
0.01% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$742,736
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,179
shares
|
$723,580
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|