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 371 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
36,039
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Added 292.62%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
34,701
shares
|
$2.67 Million
0.91% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
34,360
shares
|
$2.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
33,166
shares
|
$2.55 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,534
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 58.69%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
30,241
shares
|
$2.33 Million
0.12% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
29,634
shares
|
$2.28 Million
0.06% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
29,381
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,239
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
28,788
shares
|
$2.22 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
28,442
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
27,804
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
27,695
shares
|
$2.13 Million
1.5% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
26,921
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
26,284
shares
|
$2.02 Million
0.92% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
25,956
shares
|
$2 Million
0.26% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
25,920
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
24,811
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
24,488
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
24,219
shares
|
$1.86 Million
0.66% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
24,114
shares
|
$1.86 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
23,970
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
23,885
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
23,817
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,720
shares
|
$1.83 Million
1.06% of portfolio
|
Q4 2024
Added 6.16%
|