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 |
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
10,852
shares
|
$917,319
0.05% of portfolio
|
Q2 2025
Added 31.65%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
10,700
shares
|
$904,471
0.2% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,652
shares
|
$900,413
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,410
shares
|
$879,957
0.03% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
10,184
shares
|
$860,853
0.08% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,145
shares
|
$857,556
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,046
shares
|
$849,188
0.02% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
10,000
shares
|
$845,300
0.22% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$845,300
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,741
shares
|
$823,406
0.06% of portfolio
|
Q2 2025
Reduced 31.48%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
9,712
shares
|
$820,955
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,659
shares
|
$816,475
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
9,569
shares
|
$808,867
0.22% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,439
shares
|
$797,878
0.08% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$796,441
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
9,323
shares
|
$788,073
0.05% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
9,297
shares
|
$785,875
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
9,297
shares
|
$785,875
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,083
shares
|
$767,785
0.01% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
8,905
shares
|
$752,739
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,802
shares
|
$744,033
0.02% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,661
shares
|
$732,114
0.01% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
8,602
shares
|
$727,127
0.3% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,438
shares
|
$713,264
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Fidato Wealth LLC
|
Aug 12, 2025 Q2 2025 |
8,429
shares
|
$712,503
0.5% of portfolio
|
Q2 2025
Added 3.75%
|