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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,636
shares
|
$222,821
0.0% of portfolio
|
Q2 2025
Added 82.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,618
shares
|
$221,299
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
2,617
shares
|
$221,215
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,581
shares
|
$218,171
0.01% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
2,507
shares
|
$211,916
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
2,479
shares
|
$209,549
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,472
shares
|
$208,958
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
2,467
shares
|
$208,535
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,441
shares
|
$206,337
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
2,417
shares
|
$204,309
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
2,404
shares
|
$203,210
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
2,391
shares
|
$202,111
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,385
shares
|
$201,604
0.07% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
2,374
shares
|
$200,674
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,275
shares
|
$192,305
0.05% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,146
shares
|
$181,401
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,073
shares
|
$175,230
0.0% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,067
shares
|
$174,723
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,060
shares
|
$174,131
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,769
shares
|
$149,533
0.0% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,655
shares
|
$139,897
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,471
shares
|
$124,343
0.07% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,321
shares
|
$111,664
0.02% of portfolio
|
Q2 2025
Added 80.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,320
shares
|
$111,579
0.0% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,267
shares
|
$107,099
0.0% of portfolio
|
Q1 2025
Added 54.32%
|