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 423 institutions that hold shares in the stock, with a total of 9.28 Million shares, which have been reported (via 13F filing form) to have a value of $824 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
54
shares
|
$4,795
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
47
shares
|
$4,174
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
45
shares
|
$3,996
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
45
shares
|
$3,996
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
44
shares
|
$3,907
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
42
shares
|
$3,730
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
39
shares
|
$3,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
37
shares
|
$3,285
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$3,019
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
33
shares
|
$2,930
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
32
shares
|
$2,841
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
25
shares
|
$2,220
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
24
shares
|
$2,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
16
shares
|
$1,420
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
16
shares
|
$1,420
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$1,332
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
14
shares
|
$1,243
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
13
shares
|
$1,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12
shares
|
$1,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|