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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,454
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
28,298
shares
|
$2.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
27,588
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
27,453
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
27,308
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,019
shares
|
$2.12 Million
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
27,013
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
26,598
shares
|
$2.09 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
26,439
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
26,227
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
26,124
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
25,819
shares
|
$2.03 Million
0.96% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
25,680
shares
|
$2.02 Million
1.42% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
25,475
shares
|
$2 Million
0.72% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
24,922
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
24,489
shares
|
$1.93 Million
0.24% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
23,817
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
23,751
shares
|
$1.87 Million
0.68% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
23,681
shares
|
$1.86 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,549
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
22,748
shares
|
$1.79 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
22,441
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
22,344
shares
|
$1.76 Million
1.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,250
shares
|
$1.75 Million
0.32% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Oct 03, 2024 Q3 2024 |
21,917
shares
|
$1.72 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.13%
|