Form 13-F position report

ISHARES TR CORE AGGRESSIVE ALL

Reported by CX Institutional

ETF profile Manager portfolio Source filing
AOA CUSIP 464289859 Manager CIK 0001737089
Latest reported change

Reported 22,220 shares, down 1,442 (6.1%) from the prior quarter.

Reported value 1.2%; share count -6.1% vs. the prior quarter.

Reduced
% of reported 13F value 0.08% This manager · Q4 2022
Shares 22,220 Quarter-end amount reported
Reported value $1,327,669 Fair value at quarter end
Consecutive quarters held 19 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 20,388 -62,312 (-75.3%) 0.05% $1,983,000 2026-10-02
Q2 2026 Added 82,700 +55,223 (201.0%) 0.23% $8,072,000 2026-07-02
Q1 2026 Reduced 27,477 -66,943 (-70.9%) 0.07% $2,431,000 2026-04-06
Q4 2025 Added 94,420 +559 (0.6%) 0.25% $8,456,000 2026-02-02
Q3 2025 Reduced 93,861 -382,937 (-80.3%) 0.25% $8,273,000 2025-10-23
Q2 2025 Added 476,798 +475,983 (58402.8%) 1.39% $39,765,000 2025-07-11
Q1 2025 Reduced 815 -5,418 (-86.9%) < 0.01% $62,000 2025-04-15
Q4 2024 Added 6,233 +2,475 (65.9%) 0.02% $477,567 2025-01-21
Q3 2024 Reduced 3,758 -739 (-16.4%) 0.01% $296,544 2024-10-11
Q2 2024 Added 4,497 +30 (0.7%) 0.02% $336,257 2024-07-11
Q1 2024 Added 4,467 +286 (6.8%) 0.02% $328,131 2024-04-15
Q4 2023 Reduced 4,181 -71 (-1.7%) 0.02% $288,697 2024-01-12
Q3 2023 Reduced 4,252 -15,992 (-79.0%) 0.01% $269,943 2023-10-18
Q2 2023 Reduced 20,244 -1,492 (-6.9%) 0.07% $1,342,999 2023-07-26
Q1 2023 Reduced 21,736 -484 (-2.2%) 0.07% $1,388,502 2023-05-04
Q4 2022 Reduced 22,220 -1,442 (-6.1%) 0.08% $1,327,669 2023-02-03
Q3 2022 Added 23,662 +1,240 (5.5%) 0.09% $1,312,000 2022-11-04
Q2 2022 Added 22,422 +450 (2.0%) 0.1% $1,342,000 2022-08-02
Q1 2022 Reduced 21,972 -779 (-3.4%) 0.12% $1,515,000 2022-05-09
Q4 2021 Added 22,751 +650 (2.9%) 0.13% $1,657,000 2022-01-18
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Institutional context

Who else reported the position

285 managers reported ISHARES TR CORE AGGRESSIVE ALL for Q4 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
WELLS FARGO & COMPANY MN Added 3,161,954 +2,802,654 0.06% $188,926,752 39 qtrs
STIFEL FINANCIAL CORP Added 956,458 +905,772 0.09% $57,148,365 24 qtrs
RAYMOND JAMES & ASSOCIATES Added 820,022 +694,605 0.04% $48,996,296 9 qtrs
Rockefeller Capital Management L P Added 401,361 +5,309 0.12% $23,981,000 8 qtrs
MORGAN STANLEY Added 349,869 +263,957 < 0.01% $20,904,673 39 qtrs
ASSETMARK INC Reduced 318,587 -5,904 0.08% $19,035,593 16 qtrs
Arden Trust Co New 266,687 +266,687 3.24% $15,934,552 3 qtrs
FRANKLIN RESOURCES INC New 266,687 +266,687 < 0.01% $15,934,548 3 qtrs
Cambridge Investment Research Advisors Inc Reduced 255,121 -58,756 0.08% $15,243,000 38 qtrs
Bank of America Corporation Added 153,443 +24,395 < 0.01% $9,168,200 39 qtrs
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Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 03, 2023
Filing type
13F-HR
Position type
AGGRES ALLOC ETF

Voting authority reported

Sole
0
Shared
0
None
22,220

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.