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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
196
shares
|
$15,407
0.0% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
156
shares
|
$12,263
0.0% of portfolio
|
Q3 2023
Added 60.26%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
156
shares
|
$12,263
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
142
shares
|
$11,162
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138
shares
|
$10,848
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
135
shares
|
$10,612
0.0% of portfolio
|
Q1 2022
Reduced 61.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
130
shares
|
$10,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
122
shares
|
$9,590
0.0% of portfolio
|
Q2 2023
Reduced 39.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
118
shares
|
$9,275
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
110
shares
|
$8,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
105
shares
|
$8,254
0.0% of portfolio
|
Q2 2024
Reduced 92.48%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
104
shares
|
$8,175
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
101
shares
|
$7,939
0.0% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$7,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
94
shares
|
$7,389
0.0% of portfolio
|
Q3 2024
Reduced 45.66%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
93
shares
|
$7,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$7,074
0.0% of portfolio
|
Q2 2020
Added 0.71%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
88
shares
|
$6,917
0.0% of portfolio
|
Q1 2024
Reduced 66.28%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
72
shares
|
$5,659
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
63
shares
|
$4,952
0.0% of portfolio
|
Q1 2024
Added 21.15%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
63
shares
|
$4,952
0.0% of portfolio
|
Q3 2021
Added 1475.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
61
shares
|
$4,795
0.0% of portfolio
|
Q1 2023
Added 8177.05%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
55
shares
|
$4,323
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
45
shares
|
$3,537
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
44
shares
|
$3,458
0.0% of portfolio
|
Q4 2023
New holding
|