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 |
|---|---|---|---|---|---|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
2,778
shares
|
$240,324
0.05% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,769
shares
|
$239,546
0.1% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
2,755
shares
|
$238,335
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,750
shares
|
$237,902
0.02% of portfolio
|
Q1 2025
Added 89.66%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,748
shares
|
$237,729
0.0% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,701
shares
|
$233,663
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,636
shares
|
$228,040
0.0% of portfolio
|
Q2 2025
Added 82.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,618
shares
|
$226,483
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
2,617
shares
|
$226,396
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,581
shares
|
$223,282
0.01% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
2,507
shares
|
$216,880
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
2,479
shares
|
$214,458
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,472
shares
|
$213,852
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
2,467
shares
|
$213,420
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,441
shares
|
$211,170
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
2,417
shares
|
$209,094
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,407
shares
|
$208,229
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,404
shares
|
$207,970
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
2,398
shares
|
$207,450
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
2,391
shares
|
$206,845
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,385
shares
|
$206,326
0.07% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
2,374
shares
|
$205,374
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,275
shares
|
$196,810
0.05% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,146
shares
|
$185,650
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,073
shares
|
$179,335
0.0% of portfolio
|
Q2 2025
Reduced 6.58%
|