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 |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
3,252
shares
|
$274,891
0.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,161
shares
|
$267,199
0.01% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
3,160
shares
|
$267,114
0.17% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,129
shares
|
$264,494
0.08% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
3,068
shares
|
$259,338
0.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
3,037
shares
|
$256,717
0.05% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,023
shares
|
$255,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,008
shares
|
$254,266
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,982
shares
|
$252,068
0.03% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,976
shares
|
$251,561
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
2,940
shares
|
$248,518
0.1% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
2,925
shares
|
$247,250
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
2,896
shares
|
$244,798
0.1% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,891
shares
|
$244,376
0.23% of portfolio
|
Q1 2025
Reduced 60.14%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,887
shares
|
$244,038
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,844
shares
|
$240,403
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
2,796
shares
|
$236,345
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
2,778
shares
|
$234,824
0.05% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,769
shares
|
$234,063
0.1% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
2,755
shares
|
$232,880
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,750
shares
|
$232,457
0.01% of portfolio
|
Q1 2025
Added 89.66%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,748
shares
|
$232,288
0.0% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,733
shares
|
$231,020
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,701
shares
|
$228,315
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,685
shares
|
$226,963
0.01% of portfolio
|
Q2 2025
New holding
|