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 388 institutions that hold shares in the stock, with a total of 9.53 Million shares, which have been reported (via 13F filing form) to have a value of $831 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
64,657
shares
|
$5.64 Million
2.3% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
63,194
shares
|
$5.51 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
62,519
shares
|
$5.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
60,962
shares
|
$5.32 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
59,661
shares
|
$5.21 Million
0.37% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
58,517
shares
|
$5.11 Million
0.03% of portfolio
|
Q2 2025
Added 38.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
56,088
shares
|
$4.89 Million
0.01% of portfolio
|
Q2 2025
Added 82.22%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
52,674
shares
|
$4.6 Million
3.36% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
49,615
shares
|
$4.33 Million
0.12% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
49,136
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2025
Added 76.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
45,185
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
44,925
shares
|
$3.92 Million
2.53% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
44,305
shares
|
$3.87 Million
0.08% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
44,200
shares
|
$3.86 Million
0.35% of portfolio
|
Q4 2023
Reduced 2.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,622
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
41,538
shares
|
$3.62 Million
0.14% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
40,066
shares
|
$3.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
39,823
shares
|
$3.47 Million
1.27% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
39,593
shares
|
$3.45 Million
1.03% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
37,462
shares
|
$3.27 Million
0.51% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
36,349
shares
|
$3.17 Million
0.15% of portfolio
|
Q2 2025
Added 21.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
36,133
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
35,091
shares
|
$3.06 Million
0.08% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
34,158
shares
|
$2.98 Million
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
34,129
shares
|
$2.98 Million
1.0% of portfolio
|
Q2 2025
Added 1.02%
|