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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
15,853
shares
|
$1.34 Million
0.27% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,524
shares
|
$1.31 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
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,470
shares
|
$1.22 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
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,096
shares
|
$1.19 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
|
$1.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
13,516
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 38.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,299
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 39.86%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
13,074
shares
|
$1.11 Million
0.67% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
13,056
shares
|
$1.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
13,047
shares
|
$1.1 Million
0.89% of portfolio
|
Q2 2025
Added 241.28%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
12,997
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
12,874
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,785
shares
|
$1.08 Million
0.72% of portfolio
|
Q3 2022
Reduced 12.28%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
12,688
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Added 81.83%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
12,031
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,934
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,904
shares
|
$1.01 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,573
shares
|
$978,265
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,337
shares
|
$958,316
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,116
shares
|
$939,635
0.04% of portfolio
|
Q2 2025
Reduced 50.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
11,116
shares
|
$939,635
0.01% of portfolio
|
Q2 2025
Added 32.98%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
11,001
shares
|
$929,914
0.1% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
10,931
shares
|
$923,997
0.25% of portfolio
|
Q2 2025
Added 1.61%
|