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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
9,017
shares
|
$708,826
0.08% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
8,798
shares
|
$691,610
0.18% of portfolio
|
Q1 2023
Added 36.05%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
8,709
shares
|
$684,614
0.23% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,540
shares
|
$671,329
0.1% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,526
shares
|
$670,228
0.01% of portfolio
|
Q3 2024
Added 23.6%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
8,386
shares
|
$659,223
0.2% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,365
shares
|
$657,572
0.03% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
8,191
shares
|
$643,894
0.4% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
8,138
shares
|
$639,728
0.16% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
7,706
shares
|
$605,768
0.49% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
7,510
shares
|
$590,361
0.13% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
7,444
shares
|
$585,172
0.01% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
7,190
shares
|
$565,205
0.15% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
7,187
shares
|
$564,970
0.25% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,119
shares
|
$559,624
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,112
shares
|
$559,074
0.03% of portfolio
|
Q1 2016
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,089
shares
|
$557,266
0.04% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
7,075
shares
|
$556,165
0.25% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
7,044
shares
|
$553,728
0.06% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,024
shares
|
$552,156
0.2% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,991
shares
|
$549,562
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
6,955
shares
|
$546,732
0.02% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
6,938
shares
|
$545,396
0.12% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,506
shares
|
$511,436
0.01% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
6,456
shares
|
$507,506
0.28% of portfolio
|
Q3 2024
Reduced 0.59%
|