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 381 institutions that hold shares in the stock, with a total of 9.54 Million shares, which have been reported (via 13F filing form) to have a value of $806 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,196,996
shares
|
$186 Million
1.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
530,852
shares
|
$44.9 Million
0.12% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
476,798
shares
|
$40.3 Million
1.39% of portfolio
|
Q2 2025
Added 58402.82%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
267,559
shares
|
$22.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
203,321
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
172,088
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
161,080
shares
|
$13.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
155,076
shares
|
$13.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
154,534
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.89%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
146,993
shares
|
$12.4 Million
8.36% of portfolio
|
Q2 2025
Added 34.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
144,413
shares
|
$12.2 Million
0.14% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
136,981
shares
|
$11.6 Million
1.97% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
134,824
shares
|
$11.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
132,575
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
131,901
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
113,741
shares
|
$9.61 Million
0.16% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
111,665
shares
|
$9.44 Million
0.01% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
103,591
shares
|
$8.76 Million
1.16% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
85,197
shares
|
$7.2 Million
0.3% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
83,115
shares
|
$7.03 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
83,109
shares
|
$7.03 Million
0.11% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
79,461
shares
|
$6.72 Million
0.61% of portfolio
|
Q4 2023
Added 7.42%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
76,677
shares
|
$6.48 Million
1.03% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
71,266
shares
|
$6.02 Million
0.51% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
66,168
shares
|
$5.59 Million
0.08% of portfolio
|
Q2 2025
Added 3.05%
|