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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
3,891
shares
|
$307,427
0.13% of portfolio
|
Q2 2024
Reduced 7.91%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
3,831
shares
|
$302,687
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
3,758
shares
|
$296,919
0.01% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
3,728
shares
|
$294,549
0.14% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,727
shares
|
$294,470
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,701
shares
|
$292,416
0.0% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,653
shares
|
$288,623
0.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,629
shares
|
$286,727
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,569
shares
|
$281,986
0.04% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,567
shares
|
$281,828
0.12% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,543
shares
|
$279,932
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,511
shares
|
$277,404
0.02% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
3,470
shares
|
$274,164
0.08% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,465
shares
|
$273,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,441
shares
|
$271,873
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,436
shares
|
$271,478
0.13% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,436
shares
|
$271,478
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,384
shares
|
$267,369
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,368
shares
|
$266,105
0.1% of portfolio
|
Q3 2024
Added 496.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,349
shares
|
$264,604
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,321
shares
|
$262,392
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
3,301
shares
|
$260,812
0.02% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,261
shares
|
$257,651
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
3,231
shares
|
$255,281
0.07% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
3,191
shares
|
$252,120
0.13% of portfolio
|
Q3 2024
Reduced 0.81%
|