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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
13,301
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,049
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
13,049
shares
|
$1.03 Million
0.76% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,785
shares
|
$1.01 Million
0.72% of portfolio
|
Q3 2022
Reduced 12.28%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
12,385
shares
|
$978,538
0.09% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,313
shares
|
$972,850
0.11% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,898
shares
|
$940,060
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
11,592
shares
|
$915,883
0.03% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,573
shares
|
$914,382
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
11,284
shares
|
$891,548
0.11% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
11,217
shares
|
$886,255
0.07% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
10,986
shares
|
$868,003
0.05% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,812
shares
|
$854,256
0.0% of portfolio
|
Q3 2024
Reduced 58.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,119
shares
|
$799,502
0.0% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
10,084
shares
|
$796,736
0.03% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,078
shares
|
$796,262
0.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
10,048
shares
|
$793,892
0.19% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,683
shares
|
$765,053
0.02% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,663
shares
|
$763,473
0.0% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
9,494
shares
|
$750,120
0.01% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$744,432
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,179
shares
|
$725,232
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,099
shares
|
$718,911
0.04% of portfolio
|
Q3 2024
Added 75.52%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
9,095
shares
|
$718,595
0.03% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,020
shares
|
$712,670
0.0% of portfolio
|
Q3 2024
Reduced 26.6%
|