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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
741
shares
|
$58,250
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
731
shares
|
$57,463
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
731
shares
|
$57,463
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
691
shares
|
$54,319
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
685
shares
|
$53,847
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
640
shares
|
$50,310
0.01% of portfolio
|
Q3 2024
Added 42.22%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
560
shares
|
$44,021
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
499
shares
|
$39,226
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
495
shares
|
$38,911
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
446
shares
|
$35,060
0.01% of portfolio
|
Q3 2024
Added 31.95%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
440
shares
|
$34,588
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
432
shares
|
$33,959
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
430
shares
|
$33,802
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
430
shares
|
$33,802
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
400
shares
|
$31,444
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
361
shares
|
$28,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
322
shares
|
$25,312
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
303
shares
|
$23,818
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
271
shares
|
$21,303
0.01% of portfolio
|
Q1 2024
Reduced 24.51%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
269
shares
|
$21,146
0.01% of portfolio
|
Q2 2024
Reduced 25.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
246
shares
|
$19,338
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
243
shares
|
$19,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
239
shares
|
$18,787
0.01% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
221
shares
|
$17,372
0.0% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$15,722
0.01% of portfolio
|
Q3 2024
Added 14.29%
|