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 |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
4,128
shares
|
$325,410
0.04% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,106
shares
|
$323,675
0.39% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
4,095
shares
|
$322,808
0.28% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,041
shares
|
$318,552
0.01% of portfolio
|
Q3 2024
Added 17.85%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,000
shares
|
$315,320
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,988
shares
|
$314,374
0.0% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,892
shares
|
$306,806
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
3,831
shares
|
$301,997
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,807
shares
|
$300,105
0.11% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,775
shares
|
$297,583
0.02% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
3,728
shares
|
$293,878
0.14% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,676
shares
|
$289,779
0.0% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,653
shares
|
$287,965
0.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,629
shares
|
$286,074
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
3,588
shares
|
$282,842
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,567
shares
|
$281,186
0.12% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,562
shares
|
$280,792
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,511
shares
|
$276,772
0.02% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
3,470
shares
|
$273,540
0.08% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,465
shares
|
$273,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,441
shares
|
$271,254
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,436
shares
|
$270,859
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,436
shares
|
$270,859
0.13% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,419
shares
|
$269,519
0.02% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,368
shares
|
$265,499
0.1% of portfolio
|
Q3 2024
Added 496.11%
|