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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
495
shares
|
$41,842
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
490
shares
|
$41,419
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
435
shares
|
$36,770
0.02% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
430
shares
|
$36,347
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
406
shares
|
$34,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
322
shares
|
$27,218
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
302
shares
|
$25,528
0.01% of portfolio
|
Q2 2025
Added 43.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
287
shares
|
$24,260
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
259
shares
|
$21,893
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
253
shares
|
$21,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
241
shares
|
$20,371
0.01% of portfolio
|
Q1 2025
Added 703.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
225
shares
|
$19,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
205
shares
|
$17,328
0.0% of portfolio
|
Q1 2025
Added 1950.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
191
shares
|
$16,145
0.0% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
189
shares
|
$15,976
0.0% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
153
shares
|
$12,933
0.01% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
151
shares
|
$12,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
142
shares
|
$12,003
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138
shares
|
$11,665
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
135
shares
|
$11,411
0.0% of portfolio
|
Q1 2022
Reduced 61.97%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
132
shares
|
$11,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
118
shares
|
$9,974
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
114
shares
|
$9,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
112
shares
|
$9,467
0.0% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
111
shares
|
$9,382
0.0% of portfolio
|
Q2 2025
Added 0.91%
|