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 |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
15,666
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,524
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,362
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
14,567
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 68.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,470
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
14,453
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,096
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
13,599
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,584
shares
|
$1.19 Million
0.47% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
13,571
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
13,516
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 38.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,299
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 39.86%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
13,074
shares
|
$1.14 Million
0.67% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
13,047
shares
|
$1.14 Million
0.89% of portfolio
|
Q2 2025
Added 241.28%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
12,874
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,785
shares
|
$1.12 Million
0.72% of portfolio
|
Q3 2022
Reduced 12.28%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
12,688
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 81.83%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
12,525
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
12,031
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,934
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,573
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
11,411
shares
|
$995,609
0.23% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,337
shares
|
$989,153
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
11,116
shares
|
$969,871
0.01% of portfolio
|
Q2 2025
Added 32.98%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,116
shares
|
$969,871
0.04% of portfolio
|
Q2 2025
Reduced 50.5%
|