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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,179
shares
|
$721,744
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,099
shares
|
$715,454
0.04% of portfolio
|
Q3 2024
Added 75.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,020
shares
|
$709,242
0.0% of portfolio
|
Q3 2024
Reduced 26.6%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
8,905
shares
|
$700,200
0.07% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
8,779
shares
|
$690,292
0.01% of portfolio
|
Q4 2024
Added 155.13%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,719
shares
|
$685,574
0.06% of portfolio
|
Q4 2024
Reduced 22.27%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,600
shares
|
$676,218
0.23% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
8,586
shares
|
$675,117
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,540
shares
|
$671,500
0.1% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,526
shares
|
$670,399
0.01% of portfolio
|
Q3 2024
Added 23.6%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
8,489
shares
|
$667,490
0.2% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,365
shares
|
$657,739
0.03% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,304
shares
|
$652,943
0.14% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
8,191
shares
|
$644,058
0.4% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
8,138
shares
|
$639,890
0.16% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
7,706
shares
|
$605,922
0.49% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
7,510
shares
|
$590,511
0.13% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,479
shares
|
$588,073
0.15% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
7,444
shares
|
$585,321
0.01% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
7,260
shares
|
$570,853
0.11% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
7,225
shares
|
$568,101
0.26% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
7,200
shares
|
$566,136
0.06% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
7,187
shares
|
$565,113
0.25% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,112
shares
|
$559,216
0.03% of portfolio
|
Q1 2016
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,089
shares
|
$557,408
0.04% of portfolio
|
Q3 2024
Reduced 14.76%
|