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 |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
11,209
shares
|
$969,690
0.05% of portfolio
|
Q3 2025
Added 207.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
11,116
shares
|
$961,645
0.01% of portfolio
|
Q2 2025
Added 32.98%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,116
shares
|
$961,645
0.04% of portfolio
|
Q2 2025
Reduced 50.5%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
11,001
shares
|
$951,696
0.1% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
10,852
shares
|
$938,806
0.05% of portfolio
|
Q2 2025
Added 31.65%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,652
shares
|
$921,504
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,410
shares
|
$900,569
0.03% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,350
shares
|
$895,378
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
10,184
shares
|
$881,017
0.08% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,145
shares
|
$877,643
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,046
shares
|
$869,079
0.02% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$865,100
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
10,000
shares
|
$865,100
0.22% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
9,885
shares
|
$855,151
0.22% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,741
shares
|
$842,693
0.06% of portfolio
|
Q2 2025
Reduced 31.48%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
9,712
shares
|
$840,185
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,689
shares
|
$838,195
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
9,580
shares
|
$828,765
0.01% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,439
shares
|
$816,567
0.08% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$815,097
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,332
shares
|
$807,311
0.0% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
9,297
shares
|
$804,283
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
9,297
shares
|
$804,283
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,175
shares
|
$793,729
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,802
shares
|
$761,461
0.02% of portfolio
|
Q2 2025
Added 2.52%
|