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 |
|---|---|---|---|---|---|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,670
shares
|
$325,932
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
3,657
shares
|
$324,778
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
3,606
shares
|
$320,248
0.07% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,602
shares
|
$319,893
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
3,559
shares
|
$316,074
0.15% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,533
shares
|
$313,765
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
3,525
shares
|
$313,055
0.09% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,485
shares
|
$309,502
0.01% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
3,447
shares
|
$306,128
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
3,444
shares
|
$305,861
0.06% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,443
shares
|
$305,772
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
3,427
shares
|
$304,351
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
3,406
shares
|
$302,486
0.15% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,403
shares
|
$302,220
0.01% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,330
shares
|
$295,737
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,326
shares
|
$295,382
0.0% of portfolio
|
Q3 2025
Added 21.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,297
shares
|
$292,806
0.0% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
3,267
shares
|
$290,142
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,229
shares
|
$286,767
0.0% of portfolio
|
Q3 2025
Added 22.5%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
3,206
shares
|
$284,724
0.03% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,181
shares
|
$282,504
0.02% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
3,162
shares
|
$280,817
0.17% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
3,156
shares
|
$280,284
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
3,113
shares
|
$276,465
0.04% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
3,099
shares
|
$275,222
0.05% of portfolio
|
Q3 2025
Added 2.04%
|
|