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 |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
59,011
shares
|
$4.66 Million
2.58% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
58,043
shares
|
$4.59 Million
0.26% of portfolio
|
Q3 2024
Added 51.16%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
57,512
shares
|
$4.54 Million
1.08% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
55,176
shares
|
$4.36 Million
4.26% of portfolio
|
Q3 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
53,691
shares
|
$4.24 Million
2.55% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Fort Henry Capital, LLC
|
Oct 24, 2024 Q3 2024 |
45,271
shares
|
$3.58 Million
2.43% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
44,482
shares
|
$3.51 Million
0.01% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
44,200
shares
|
$3.49 Million
0.35% of portfolio
|
Q4 2023
Reduced 2.79%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
44,132
shares
|
$3.49 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
43,788
shares
|
$3.46 Million
0.02% of portfolio
|
Q2 2018
Added 18.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,622
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
40,490
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
39,823
shares
|
$3.15 Million
1.27% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
39,183
shares
|
$3.1 Million
0.25% of portfolio
|
Q3 2024
Added 31.62%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
39,099
shares
|
$3.09 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
38,553
shares
|
$3.05 Million
0.14% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
37,813
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 34.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,105
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 52.69%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
36,858
shares
|
$2.91 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
36,729
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
34,374
shares
|
$2.72 Million
0.95% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
33,777
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
33,246
shares
|
$2.63 Million
0.59% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
29,645
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
29,533
shares
|
$2.33 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.82%
|