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 339 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $638 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,777
shares
|
$371,650
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
|
$369,783
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
4,734
shares
|
$368,305
0.27% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
4,708
shares
|
$366,282
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
4,697
shares
|
$365,426
0.14% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,683
shares
|
$364,337
0.15% of portfolio
|
Q3 2024
Added 22.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,666
shares
|
$363,014
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,656
shares
|
$362,236
0.0% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,540
shares
|
$353,212
0.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
4,442
shares
|
$345,587
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
4,426
shares
|
$344,342
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,376
shares
|
$340,452
0.06% of portfolio
|
Q2 2023
Added 11.6%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,327
shares
|
$336,640
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
4,322
shares
|
$336,251
0.05% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,276
shares
|
$332,672
0.12% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,235
shares
|
$329,483
0.0% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
4,128
shares
|
$321,158
0.04% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,106
shares
|
$319,446
0.39% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
4,106
shares
|
$319,446
0.07% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,097
shares
|
$318,746
0.08% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,066
shares
|
$316,334
0.0% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,041
shares
|
$314,389
0.01% of portfolio
|
Q3 2024
Added 17.85%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,000
shares
|
$311,200
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,988
shares
|
$310,266
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
|
$302,797
0.25% of portfolio
|
Q2 2023
New holding
|