ISHARES TR AOA
AGGRES ALLOC ETF · ETP · CUSIP 464289859
234
institutional holders
5.1m
shares reported held*
$282.7mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $55.88.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Rockefeller Capital Management L.P. 0.11% of their portfolio | 396.1k $22.0m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 359.3k $19.9m | — |
| ASSETMARK, INC 0.08% of their portfolio | 324.5k $18.0m | — |
| Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio | 313.9k $17.4m | — |
| Kestra Advisory Services, LLC 0.12% of their portfolio | 208.4k $11.6m | — |
| LBMC INVESTMENT ADVISORS, LLC 0.95% of their portfolio | 149.4k $8.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 129.0k $7.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 125.4k $7.0m | — |
| LPL Financial LLC 0.01% of their portfolio | 120.4k $6.7m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 110.6k $6.1m | — |
| Patton Albertson Miller Group, LLC 1.29% of their portfolio | 108.3k $6.0m | — |
| RTD Financial Advisors, Inc. 0.90% of their portfolio | 87.9k $4.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 85.9k $4.8m | — |
| NORTHWEST WEALTH MANAGEMENT, LLC 2.08% of their portfolio | 85.0k $4.7m | — |
| Waverly Advisors, LLC 0.26% of their portfolio | 66.8k $3.7m | — |
| Legacy Financial Group LLC 1.07% of their portfolio | 57.7k $3.2m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 56.4k $3.1m | — |
| Aveo Capital Partners, LLC 0.52% of their portfolio | 54.1k $3.0m | — |
| First Ascent Asset Management, LLC 0.58% of their portfolio | 53.8k $3.0m | — |
| Consilium Wealth Advisory, LLC 3.18% of their portfolio | 51.5k $2.9m | — |
| Fort Henry Capital, LLC 2.77% of their portfolio | 51.3k $2.8m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 50.7k $2.8m | — |
| Weaver Consulting Group 1.36% of their portfolio | 42.6k $2.4m | — |
| StrategIQ Financial Group, LLC 0.30% of their portfolio | 42.6k $2.4m | — |
| Annex Advisory Services, LLC 0.16% of their portfolio | 41.6k $2.3m | — |
| RITHOLTZ WEALTH MANAGEMENT 0.12% of their portfolio | 41.4k $2.3m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 39.3k $2.2m | — |
| AE Wealth Management LLC 0.02% of their portfolio | 38.9k $2.2m | — |
| Ahrens Investment Partners LLC 1.13% of their portfolio | 38.7k $2.1m | — |
| Canal Capital Management, LLC 0.59% of their portfolio | 36.5k $2.0m | — |
| MARINO, STRAM & ASSOCIATES LLC 0.71% of their portfolio | 35.5k $2.0m | — |
| Trilogy Capital Inc. 0.17% of their portfolio | 34.8k $1.9m | — |
| Archvest Wealth Advisors, Inc. 1.90% of their portfolio | 33.5k $1.9m | — |
| Archford Capital Strategies, LLC 0.47% of their portfolio | 32.6k $1.8m | — |
| SteelPeak Wealth, LLC 0.13% of their portfolio | 30.9k $1.7m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 30.5k $1.7m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 30.5k $1.8m | — |
| Redhawk Wealth Advisors, Inc. 0.69% of their portfolio | 29.5k $1.6m | — |
| Visionary Wealth Advisors 0.16% of their portfolio | 28.5k $1.6m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 28.0k $1.6m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 27.2k $1.5m | — |
| Cerity Partners OCIO LLC 0.05% of their portfolio | 27.1k $1.5m | — |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 26.6k $1.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 25.7k $1.4m | — |
| Polaris Wealth Advisory Group, LLC 0.12% of their portfolio | 25.1k $1.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 24.3k $1.4m | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.17% of their portfolio | 24.3k $1.3m | — |
| NAPLES GLOBAL ADVISORS, LLC 0.18% of their portfolio | 23.7k $1.3m | — |
| CX Institutional 0.09% of their portfolio | 23.7k $1.3m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 22.9k $1.3m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 22.5k $1.2m | — |
| Syverson Strege & Co 0.63% of their portfolio | 22.2k $1.2m | — |
| Ellenbecker Investment Group 0.39% of their portfolio | 22.1k $1.2m | — |
| Venturi Wealth Management, LLC 0.10% of their portfolio | 18.8k $1.0m | — |
| Buttonwood Financial Group, LLC 1.05% of their portfolio | 18.4k $1.0m | — |
| SVB WEALTH LLC 0.01% of their portfolio | 18.3k $1.0m | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 17.6k $977.0k | — |
| Arcus Capital Partners, LLC 0.41% of their portfolio | 17.6k $973.0k | — |
| CPWM, LLC 0.09% of their portfolio | 17.4k $965.0k | — |
| Brookstone Capital Management 0.02% of their portfolio | 17.1k $944.0k | — |
| Corrigan Financial, Inc. 0.36% of their portfolio | 17.0k $940.2k | — |
| Peregrine Asset Advisers, Inc. 1.10% of their portfolio | 16.7k $926.0k | — |
| AdvisorNet Financial, Inc 0.09% of their portfolio | 16.2k $897.0k | — |
| Mariner, LLC 0.00% of their portfolio | 15.7k $872.0k | — |
| LINCOLN NATIONAL CORP 0.02% of their portfolio | 15.6k $866.0k | — |
| CAPITAL INSIGHT PARTNERS, LLC 0.23% of their portfolio | 15.4k $851.0k | — |
| NICOLET ADVISORY SERVICES, LLC 0.14% of their portfolio | 15.1k $838.0k | — |
| Mutual Advisors, LLC 0.04% of their portfolio | 14.5k $804.0k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 14.5k $803.0k | — |
| UBS Group AG 0.00% of their portfolio | 14.3k $792.0k | — |
| Integrity Financial Corp /WA 0.81% of their portfolio | 14.0k $775.0k | — |
| Western Wealth Management, LLC 0.04% of their portfolio | 13.5k $751.0k | — |
| TOBIAS FINANCIAL ADVISORS, INC. 0.26% of their portfolio | 13.5k $749.0k | — |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 13.4k $744.0k | — |
| Advisory Services Network, LLC 0.03% of their portfolio | 13.4k $741.0k | — |
| Sovereign Financial Group, Inc. 0.30% of their portfolio | 13.2k $733.0k | — |
| Allworth Financial LP 0.01% of their portfolio | 12.9k $714.0k | — |
| LFS ASSET MANAGEMENT 0.72% of their portfolio | 12.8k $709.0k | — |
| Insight Advisors, LLC/ PA 0.28% of their portfolio | 12.7k $706.0k | — |
| Wealthquest Corp 0.10% of their portfolio | 12.7k $701.0k | — |
| Cypress Capital, LLC 0.24% of their portfolio | 12.5k $691.8k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.3k $684.0k | — |
| JNBA Financial Advisors 0.10% of their portfolio | 12.2k $674.0k | — |
| Summit Wealth Partners, LLC 0.19% of their portfolio | 12.2k $673.9k | — |
| Efficient Advisors, LLC 0.06% of their portfolio | 12.0k $668.0k | — |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 11.9k $661.4k | — |
| Courage Miller Partners, LLC 0.32% of their portfolio | 11.5k $639.0k | — |
| Verus Financial Partners, Inc. 0.10% of their portfolio | 11.3k $640.0k | — |
| Tempus Wealth Planning, LLC 0.38% of their portfolio | 10.4k $576.0k | — |
| OXFORD FINANCIAL GROUP, LTD. LLC 0.09% of their portfolio | 10.4k $574.0k | — |
| 5th Street Advisors, LLC 0.61% of their portfolio | 10.3k $573.0k | — |
| McKinley Carter Wealth Services, Inc. 0.05% of their portfolio | 10.2k $564.0k | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio | 9.9k $550.0k | — |
| DIVERSIFIED TRUST CO 0.02% of their portfolio | 9.8k $543.0k | — |
| Creative Planning 0.00% of their portfolio | 9.7k $538.0k | — |
| IFP Advisors, Inc 0.01% of their portfolio | 9.6k $532.0k | — |
| Capital Investment Advisory Services, LLC 0.07% of their portfolio | 9.5k $527.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 9.3k $518.0k | — |
| MGO ONE SEVEN LLC 0.09% of their portfolio | 9.2k $2.4m | — |
| Great Point Wealth Advisors, LLC 0.19% of their portfolio | 9.0k $499.0k | — |