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 $648 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,496
shares
|
$196,210
0.0% of portfolio
|
Q3 2024
Added 1024.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,290
shares
|
$180,016
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,267
shares
|
$178,208
0.0% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,127
shares
|
$167,203
0.0% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,973
shares
|
$155,097
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,827
shares
|
$143,620
0.0% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,822
shares
|
$143,227
0.0% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,751
shares
|
$137,646
0.08% of portfolio
|
Q3 2024
Added 23.66%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,611
shares
|
$126,640
0.07% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$125,776
0.0% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,501
shares
|
$117,993
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,455
shares
|
$114,377
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,325
shares
|
$104,158
0.04% of portfolio
|
Q2 2022
Reduced 5.36%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,279
shares
|
$100,542
0.03% of portfolio
|
Q2 2024
Reduced 7.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,161
shares
|
$91,266
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,073
shares
|
$84,348
0.04% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,036
shares
|
$81,439
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
947
shares
|
$74,443
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
896
shares
|
$70,434
0.0% of portfolio
|
Q3 2024
Reduced 32.48%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
893
shares
|
$70,198
0.01% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
874
shares
|
$68,705
0.0% of portfolio
|
Q3 2024
Added 148.3%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
853
shares
|
$67,054
0.0% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
849
shares
|
$66,739
0.05% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
821
shares
|
$64,538
0.0% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
820
shares
|
$64,460
0.01% of portfolio
|
Q4 2021
New holding
|