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 |
|---|---|---|---|---|---|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
4,155
shares
|
$351,222
0.19% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,134
shares
|
$349,447
0.0% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,106
shares
|
$347,080
0.39% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,078
shares
|
$344,713
0.1% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,069
shares
|
$343,952
0.02% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
4,006
shares
|
$338,627
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,000
shares
|
$338,120
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
3,966
shares
|
$335,245
0.06% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
3,959
shares
|
$334,654
0.08% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,908
shares
|
$330,343
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,892
shares
|
$328,990
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
3,847
shares
|
$325,186
0.07% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,643
shares
|
$307,942
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,595
shares
|
$303,885
0.02% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,533
shares
|
$298,644
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
3,525
shares
|
$297,968
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
3,483
shares
|
$294,417
0.09% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
3,476
shares
|
$293,826
0.06% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,443
shares
|
$291,036
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
3,437
shares
|
$290,529
0.07% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,397
shares
|
$287,148
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,356
shares
|
$283,682
0.15% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,316
shares
|
$280,301
0.1% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,306
shares
|
$279,456
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
3,256
shares
|
$275,229
0.08% of portfolio
|
Q2 2025
Added 7.28%
|