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 387 institutions that hold shares in the stock, with a total of 9.49 Million shares, which have been reported (via 13F filing form) to have a value of $803 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
642
shares
|
$54,268
0.0% of portfolio
|
Q1 2025
Added 935.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
612
shares
|
$51,732
0.0% of portfolio
|
Q2 2025
Added 84.89%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
540
shares
|
$45,646
0.03% of portfolio
|
Q2 2025
Reduced 37.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
534
shares
|
$45,139
0.0% of portfolio
|
Q1 2025
Added 249.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
512
shares
|
$43,279
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
499
shares
|
$42,180
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
495
shares
|
$41,842
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
490
shares
|
$41,419
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
435
shares
|
$36,770
0.02% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
430
shares
|
$36,347
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
406
shares
|
$34,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
302
shares
|
$25,528
0.01% of portfolio
|
Q2 2025
Added 43.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
287
shares
|
$24,260
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
259
shares
|
$21,893
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
253
shares
|
$21,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
241
shares
|
$20,371
0.01% of portfolio
|
Q1 2025
Added 703.33%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
233
shares
|
$19,695
0.0% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
225
shares
|
$19,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
205
shares
|
$17,328
0.0% of portfolio
|
Q1 2025
Added 1950.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
191
shares
|
$16,145
0.0% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
153
shares
|
$12,933
0.01% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
151
shares
|
$12,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
142
shares
|
$12,003
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138
shares
|
$11,665
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
135
shares
|
$11,411
0.0% of portfolio
|
Q1 2022
Reduced 61.97%
|