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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
6,978
shares
|
$550,075
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
6,904
shares
|
$544,242
0.12% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,516
shares
|
$513,656
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
6,456
shares
|
$508,926
0.28% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,446
shares
|
$508,138
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,381
shares
|
$503,014
0.15% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,279
shares
|
$494,973
0.1% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
6,233
shares
|
$491,347
0.02% of portfolio
|
Q4 2024
Added 65.86%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,173
shares
|
$486,617
0.01% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,040
shares
|
$476,133
0.19% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
5,604
shares
|
$441,763
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,583
shares
|
$440,107
0.1% of portfolio
|
Q4 2024
Added 36.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,471
shares
|
$431,278
0.01% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,467
shares
|
$430,963
0.04% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
5,450
shares
|
$429,623
0.23% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,384
shares
|
$424,420
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,370
shares
|
$423,317
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,350
shares
|
$421,740
0.07% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
5,349
shares
|
$421,661
0.18% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,297
shares
|
$417,562
0.13% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,283
shares
|
$416,458
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,270
shares
|
$415,434
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,262
shares
|
$414,803
0.12% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,246
shares
|
$413,542
0.04% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,100
shares
|
$402,033
0.06% of portfolio
|
Q3 2024
Added 0.37%
|