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 421 institutions that hold shares in the stock, with a total of 9.27 Million shares, which have been reported (via 13F filing form) to have a value of $823 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
11,137
shares
|
$989,076
0.17% of portfolio
|
Q3 2025
Added 35.9%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
11,027
shares
|
$979,307
0.02% of portfolio
|
Q4 2025
Added 4.88%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
10,824
shares
|
$961,279
0.27% of portfolio
|
Q4 2025
Reduced 12.29%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
10,569
shares
|
$938,632
0.08% of portfolio
|
Q4 2025
Added 6.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,459
shares
|
$928,863
0.01% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
10,438
shares
|
$926,998
0.11% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
10,345
shares
|
$918,739
0.2% of portfolio
|
Q4 2025
Added 19.72%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,341
shares
|
$918,384
0.28% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
10,153
shares
|
$901,687
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,070
shares
|
$894,316
0.01% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
9,917
shares
|
$880,728
0.21% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
9,813
shares
|
$871,492
0.21% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,774
shares
|
$868,028
0.0% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,762
shares
|
$866,963
0.04% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
9,714
shares
|
$862,700
0.55% of portfolio
|
Q4 2025
Added 21.29%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
9,572
shares
|
$850,089
0.08% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$836,767
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
9,297
shares
|
$825,666
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
9,182
shares
|
$815,453
0.25% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
9,024
shares
|
$801,421
0.13% of portfolio
|
Q4 2025
Added 4.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,003
shares
|
$799,556
0.02% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,854
shares
|
$786,323
0.02% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
8,676
shares
|
$770,515
0.03% of portfolio
|
Q4 2025
Reduced 18.0%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
8,640
shares
|
$767,318
0.21% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,464
shares
|
$751,687
0.01% of portfolio
|
Q3 2025
Reduced 11.65%
|
|