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 9.55 Million shares, which have been reported (via 13F filing form) to have a value of $808 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
6,637
shares
|
$561,025
0.29% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
6,620
shares
|
$559,588
0.24% of portfolio
|
Q2 2025
Added 28.72%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,603
shares
|
$558,151
0.01% of portfolio
|
Q1 2025
Reduced 37.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,592
shares
|
$557,221
0.0% of portfolio
|
Q1 2025
Added 55.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
6,591
shares
|
$557,137
0.01% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
6,384
shares
|
$539,639
0.26% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
6,350
shares
|
$536,765
0.03% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
6,324
shares
|
$534,567
0.05% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
6,307
shares
|
$533,130
0.16% of portfolio
|
Q2 2025
Added 64.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,279
shares
|
$530,763
0.1% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,192
shares
|
$523,409
0.26% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,170
shares
|
$521,550
0.14% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,166
shares
|
$521,211
0.0% of portfolio
|
Q2 2025
Added 56.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
6,100
shares
|
$515,633
0.0% of portfolio
|
Q2 2025
Added 96.77%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
6,061
shares
|
$512,336
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,059
shares
|
$512,167
0.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
6,055
shares
|
$511,829
0.21% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
5,927
shares
|
$501,009
0.03% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
5,902
shares
|
$498,896
0.13% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,833
shares
|
$493,063
0.01% of portfolio
|
Q2 2025
Added 28.14%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
5,762
shares
|
$487,061
0.04% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,701
shares
|
$481,905
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,572
shares
|
$471,001
0.04% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,411
shares
|
$457,391
0.1% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,350
shares
|
$452,235
0.07% of portfolio
|
Q4 2024
Reduced 11.53%
|