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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,270
shares
|
$445,473
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,262
shares
|
$444,796
0.12% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
5,154
shares
|
$435,667
0.27% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,150
shares
|
$435,329
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,123
shares
|
$433,047
0.08% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,105
shares
|
$431,525
0.24% of portfolio
|
Q2 2025
Added 49.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,079
shares
|
$429,327
0.03% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
5,061
shares
|
$427,806
0.28% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,967
shares
|
$419,860
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
4,937
shares
|
$417,324
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,928
shares
|
$416,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,902
shares
|
$414,366
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,880
shares
|
$412,506
0.18% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
4,826
shares
|
$407,941
0.08% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
4,683
shares
|
$395,853
0.15% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,550
shares
|
$384,611
0.02% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,481
shares
|
$378,778
0.0% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,454
shares
|
$376,496
0.02% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
4,394
shares
|
$371,424
0.22% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,378
shares
|
$370,072
0.07% of portfolio
|
Q2 2025
Added 28.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,376
shares
|
$369,903
0.06% of portfolio
|
Q2 2023
Added 11.6%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
4,327
shares
|
$365,761
0.01% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,269
shares
|
$360,858
0.05% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,247
shares
|
$358,998
0.11% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,235
shares
|
$357,984
0.0% of portfolio
|
Q2 2022
Added 3.28%
|