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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$2,941
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
33
shares
|
$2,854
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,854
0.0% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
32
shares
|
$2,768
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
27
shares
|
$2,335
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
24
shares
|
$2,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$1,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$1,297
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
14
shares
|
$1,211
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
13
shares
|
$1,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
12
shares
|
$1,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
7
shares
|
$605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3
shares
|
$259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|