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 339 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $645 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
3,189
shares
|
$250,687
0.05% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,157
shares
|
$248,171
0.01% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
3,076
shares
|
$241,804
0.11% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
3,069
shares
|
$241,254
0.02% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
3,056
shares
|
$240,232
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
3,046
shares
|
$239,446
0.12% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
2,964
shares
|
$233,000
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,949
shares
|
$231,820
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,943
shares
|
$231,349
0.04% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,938
shares
|
$230,956
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
2,933
shares
|
$230,563
0.06% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
2,905
shares
|
$228,362
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,874
shares
|
$225,925
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,871
shares
|
$225,689
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,866
shares
|
$225,296
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,858
shares
|
$224,667
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,811
shares
|
$220,972
0.1% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,759
shares
|
$216,884
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,748
shares
|
$216,020
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,725
shares
|
$214,212
0.01% of portfolio
|
Q3 2024
Reduced 51.58%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
2,617
shares
|
$205,722
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
2,607
shares
|
$204,936
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,578
shares
|
$202,656
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
2,542
shares
|
$199,826
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,503
shares
|
$196,760
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|