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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,634
shares
|
$411,545
0.0% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
4,585
shares
|
$407,193
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,542
shares
|
$403,375
0.02% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
4,527
shares
|
$402,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
4,505
shares
|
$400,089
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,498
shares
|
$399,467
0.0% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,491
shares
|
$398,845
0.11% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,376
shares
|
$388,632
0.06% of portfolio
|
Q2 2023
Added 11.6%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
4,283
shares
|
$380,373
0.21% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,281
shares
|
$380,195
0.04% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,260
shares
|
$378,330
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,235
shares
|
$376,110
0.0% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,187
shares
|
$371,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
4,185
shares
|
$371,669
0.06% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,106
shares
|
$364,653
0.39% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
4,092
shares
|
$363,410
0.08% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
4,051
shares
|
$359,769
0.18% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
4,024
shares
|
$357,371
0.08% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$355,240
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,964
shares
|
$352,042
0.22% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
3,938
shares
|
$349,733
0.32% of portfolio
|
Q3 2025
Reduced 92.52%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,892
shares
|
$345,648
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
3,865
shares
|
$343,250
0.02% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,812
shares
|
$338,543
0.01% of portfolio
|
Q3 2025
Reduced 68.06%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,674
shares
|
$326,287
0.0% of portfolio
|
Q3 2025
Added 10.83%
|
|