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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,082
shares
|
$776,314
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,951
shares
|
$766,227
0.01% of portfolio
|
Q4 2024
Added 84.83%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
9,870
shares
|
$759,990
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
9,693
shares
|
$746,361
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,487
shares
|
$730,499
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$725,494
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
9,369
shares
|
$721,413
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,190
shares
|
$707,630
0.05% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
8,905
shares
|
$685,685
0.07% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,890
shares
|
$684,530
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
8,779
shares
|
$675,983
0.01% of portfolio
|
Q4 2024
Added 155.13%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,719
shares
|
$671,363
0.06% of portfolio
|
Q4 2024
Reduced 22.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,680
shares
|
$668,360
0.15% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,600
shares
|
$662,200
0.23% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
8,586
shares
|
$661,122
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,519
shares
|
$655,963
0.03% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
8,503
shares
|
$654,731
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
8,489
shares
|
$653,653
0.2% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
8,419
shares
|
$648,263
0.08% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
8,341
shares
|
$642,257
0.0% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,304
shares
|
$639,408
0.01% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,304
shares
|
$639,408
0.14% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
8,144
shares
|
$627,088
0.38% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
7,885
shares
|
$607,145
0.44% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
7,805
shares
|
$600,985
0.04% of portfolio
|
Q4 2024
Added 10.1%
|