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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
111
shares
|
$9,382
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
106
shares
|
$8,960
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
105
shares
|
$8,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
100
shares
|
$8,453
0.0% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$8,453
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$7,607
0.0% of portfolio
|
Q2 2020
Added 0.71%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
88
shares
|
$7,438
0.0% of portfolio
|
Q1 2024
Reduced 66.28%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
79
shares
|
$6,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
73
shares
|
$6,170
0.0% of portfolio
|
Q1 2025
Added 812.5%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
72
shares
|
$6,086
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
63
shares
|
$5,325
0.0% of portfolio
|
Q3 2021
Added 1475.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
54
shares
|
$4,564
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
47
shares
|
$3,972
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
45
shares
|
$3,803
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
45
shares
|
$3,803
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
44
shares
|
$3,719
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
37
shares
|
$3,127
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$2,874
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,789
0.0% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
33
shares
|
$2,789
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
32
shares
|
$2,704
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
27
shares
|
$2,282
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
24
shares
|
$2,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$1,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$1,267
0.0% of portfolio
|
Q3 2022
New holding
|