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 368 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $807 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
2,194,138
shares
|
$175 Million
1.41% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
640,922
shares
|
$51.3 Million
0.01% of portfolio
|
Q4 2024
Added 538.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
514,729
shares
|
$41.2 Million
0.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
306,454
shares
|
$24.5 Million
0.03% of portfolio
|
Q4 2024
Added 710.45%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
272,646
shares
|
$21.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
268,812
shares
|
$21.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
262,910
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 159.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
185,151
shares
|
$14.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
172,816
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
159,818
shares
|
$12.8 Million
0.26% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
158,671
shares
|
$12.7 Million
0.01% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
143,522
shares
|
$11.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
137,655
shares
|
$11 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
130,021
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
127,810
shares
|
$10.2 Million
0.34% of portfolio
|
Q4 2024
Added 52.6%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
108,597
shares
|
$8.68 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
105,723
shares
|
$8.45 Million
1.5% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
92,813
shares
|
$7.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
90,789
shares
|
$7.26 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
79,696
shares
|
$6.37 Million
5.27% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
79,461
shares
|
$6.35 Million
0.61% of portfolio
|
Q4 2023
Added 7.42%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
76,529
shares
|
$6.12 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
73,855
shares
|
$5.91 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
72,432
shares
|
$5.79 Million
0.11% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
70,430
shares
|
$5.63 Million
0.1% of portfolio
|
Q4 2024
Added 11.21%
|