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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,452
shares
|
$509,772
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
6,222
shares
|
$491,600
0.1% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,173
shares
|
$487,728
0.01% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
6,047
shares
|
$477,773
0.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,040
shares
|
$477,220
0.19% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
5,902
shares
|
$466,317
0.15% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,716
shares
|
$451,621
0.16% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
5,604
shares
|
$442,772
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,471
shares
|
$432,263
0.01% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,384
shares
|
$425,389
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,370
shares
|
$424,283
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
5,345
shares
|
$422,308
0.05% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,297
shares
|
$418,515
0.13% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,286
shares
|
$417,646
0.01% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,270
shares
|
$416,382
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,262
shares
|
$415,750
0.12% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,246
shares
|
$414,486
0.04% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
5,244
shares
|
$414,328
0.24% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,100
shares
|
$402,951
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,080
shares
|
$401,370
0.05% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
5,077
shares
|
$401,133
0.24% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,073
shares
|
$400,817
0.03% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
4,997
shares
|
$394,812
0.18% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
4,918
shares
|
$388,571
0.26% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,902
shares
|
$387,307
0.01% of portfolio
|
Q1 2024
Added 1.68%
|