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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
15,380
shares
|
$1.18 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,362
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
15,080
shares
|
$1.16 Million
0.71% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,946
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
14,089
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
13,958
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
13,908
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
13,825
shares
|
$1.06 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
13,273
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,267
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
13,231
shares
|
$1.02 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
13,087
shares
|
$1.01 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
13,070
shares
|
$1.01 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,957
shares
|
$997,689
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,785
shares
|
$984,445
0.72% of portfolio
|
Q3 2022
Reduced 12.28%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
12,593
shares
|
$969,661
0.12% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
12,438
shares
|
$957,726
0.67% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
12,010
shares
|
$924,770
0.09% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,732
shares
|
$903,364
0.1% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,573
shares
|
$891,121
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
11,435
shares
|
$880,495
0.03% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
10,758
shares
|
$828,366
0.2% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,537
shares
|
$811,349
0.09% of portfolio
|
Q4 2024
Reduced 29.58%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,523
shares
|
$810,271
0.02% of portfolio
|
Q4 2024
Added 70.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,094
shares
|
$777,238
0.01% of portfolio
|
Q4 2024
Added 18.39%
|