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 8.29 Million shares, which have been reported (via 13F filing form) to have a value of $644 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,250
shares
|
$1.73 Million
0.32% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
22,233
shares
|
$1.73 Million
0.52% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
20,923
shares
|
$1.62 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
20,728
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
20,353
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
19,936
shares
|
$1.55 Million
0.28% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
19,720
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,343
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
18,228
shares
|
$1.42 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
18,066
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,945
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,394
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,385
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
17,283
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
16,296
shares
|
$1.27 Million
0.26% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
16,176
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
15,605
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
15,524
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,362
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
15,195
shares
|
$1.18 Million
0.47% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
15,069
shares
|
$1.17 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,964
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Added 50.33%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,946
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
14,061
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,473
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|