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 389 institutions that hold shares in the stock, with a total of 9.56 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,356
shares
|
$290,327
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
|
$286,867
0.1% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,315
shares
|
$286,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,306
shares
|
$286,002
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
3,256
shares
|
$281,676
0.08% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
3,252
shares
|
$281,330
0.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,180
shares
|
$275,101
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
3,160
shares
|
$273,371
0.17% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
3,113
shares
|
$269,305
0.04% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,103
shares
|
$268,440
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
3,068
shares
|
$265,412
0.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,068
shares
|
$265,412
0.01% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,067
shares
|
$265,326
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
3,037
shares
|
$262,730
0.05% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,015
shares
|
$260,827
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,010
shares
|
$260,395
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,994
shares
|
$259,010
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,991
shares
|
$258,751
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
2,940
shares
|
$254,339
0.1% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
2,925
shares
|
$253,041
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
2,896
shares
|
$250,532
0.1% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,887
shares
|
$249,754
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,887
shares
|
$249,754
0.07% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,844
shares
|
$246,034
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
2,796
shares
|
$241,881
0.16% of portfolio
|
Q2 2025
New holding
|