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 369 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $801 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
63
shares
|
$4,983
0.0% of portfolio
|
Q3 2021
Added 1475.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
62
shares
|
$4,904
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
55
shares
|
$4,350
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
54
shares
|
$4,271
0.0% of portfolio
|
Q4 2024
Reduced 46.53%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
45
shares
|
$3,559
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
45
shares
|
$3,559
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
44
shares
|
$3,480
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
37
shares
|
$2,926
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$2,689
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$2,610
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
32
shares
|
$2,531
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$2,373
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
27
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,977
0.0% of portfolio
|
Q4 2024
Added 78.57%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
24
shares
|
$1,898
0.0% of portfolio
|
Q3 2022
Added 33.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$1,186
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
11
shares
|
$870
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
10
shares
|
$791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
8
shares
|
$632
0.0% of portfolio
|
Q1 2024
New holding
|