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 415 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
2,194,160
shares
|
$195 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
544,260
shares
|
$48.3 Million
0.1% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
243,056
shares
|
$21.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
199,030
shares
|
$17.7 Million
0.01% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
155,008
shares
|
$13.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
153,807
shares
|
$13.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
153,731
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2025
Added 33.75%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
152,793
shares
|
$13.6 Million
7.51% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
151,684
shares
|
$13.5 Million
0.21% of portfolio
|
Q3 2025
Added 33.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
146,389
shares
|
$13 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
145,705
shares
|
$12.9 Million
2.02% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
137,539
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
131,605
shares
|
$11.7 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
126,737
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
122,585
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
106,548
shares
|
$9.46 Million
1.15% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
93,861
shares
|
$8.34 Million
0.25% of portfolio
|
Q3 2025
Reduced 80.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
92,813
shares
|
$8.24 Million
0.11% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
90,063
shares
|
$8 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
88,621
shares
|
$7.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.64%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
83,115
shares
|
$7.38 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
79,461
shares
|
$7.06 Million
0.61% of portfolio
|
Q4 2023
Added 7.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
72,998
shares
|
$6.48 Million
0.25% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
71,608
shares
|
$6.36 Million
3.86% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
70,948
shares
|
$6.3 Million
0.92% of portfolio
|
Q3 2025
Reduced 7.47%
|
|