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 |
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,408
shares
|
$710,728
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
8,343
shares
|
$705,233
0.21% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,301
shares
|
$701,683
0.22% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8,287
shares
|
$700,500
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,109
shares
|
$685,453
0.14% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,092
shares
|
$684,016
0.04% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
7,906
shares
|
$668,294
0.54% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
7,887
shares
|
$666,688
0.12% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
7,877
shares
|
$665,842
0.2% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
7,688
shares
|
$649,866
0.3% of portfolio
|
Q2 2025
Reduced 43.52%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
7,664
shares
|
$647,837
0.27% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
7,613
shares
|
$643,526
0.12% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,343
shares
|
$620,703
0.07% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,312
shares
|
$618,083
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
7,254
shares
|
$613,180
0.03% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,220
shares
|
$610,306
0.01% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,151
shares
|
$604,474
0.14% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,148
shares
|
$604,220
0.01% of portfolio
|
Q2 2025
Added 49.1%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
7,130
shares
|
$602,698
0.15% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,112
shares
|
$601,177
0.03% of portfolio
|
Q1 2016
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
7,099
shares
|
$600,078
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
7,034
shares
|
$594,584
0.33% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,911
shares
|
$584,186
0.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
6,897
shares
|
$583,003
0.12% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
6,741
shares
|
$569,816
0.31% of portfolio
|
Q2 2025
Reduced 10.11%
|