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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,246
shares
|
$412,492
0.04% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,100
shares
|
$401,013
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,073
shares
|
$398,889
0.03% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
4,997
shares
|
$392,914
0.18% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
4,942
shares
|
$388,589
0.23% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
4,918
shares
|
$386,702
0.26% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,916
shares
|
$386,545
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,902
shares
|
$385,444
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,857
shares
|
$381,905
0.05% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,794
shares
|
$376,952
0.0% of portfolio
|
Q4 2024
Reduced 63.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,777
shares
|
$375,615
0.03% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
4,753
shares
|
$373,728
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
4,729
shares
|
$371,841
0.12% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,677
shares
|
$367,752
0.05% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
4,673
shares
|
$367,437
0.05% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,666
shares
|
$366,887
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,656
shares
|
$366,101
0.0% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
4,651
shares
|
$365,708
0.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,552
shares
|
$357,923
0.01% of portfolio
|
Q4 2024
Added 81.86%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,540
shares
|
$356,980
0.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
4,391
shares
|
$345,264
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,376
shares
|
$344,084
0.06% of portfolio
|
Q2 2023
Added 11.6%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,344
shares
|
$341,568
0.12% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,340
shares
|
$341,254
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,251
shares
|
$334,256
0.02% of portfolio
|
Q4 2024
Added 26.93%
|