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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,068
shares
|
$272,469
0.01% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,015
shares
|
$267,762
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,013
shares
|
$267,584
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
3,009
shares
|
$267,229
0.07% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,960
shares
|
$262,877
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
2,925
shares
|
$259,769
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
2,904
shares
|
$257,904
0.09% of portfolio
|
Q3 2025
Reduced 37.99%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,887
shares
|
$256,394
0.07% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
2,882
shares
|
$255,950
0.21% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,853
shares
|
$253,374
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,852
shares
|
$253,286
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
2,845
shares
|
$252,664
0.08% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
2,839
shares
|
$252,131
0.09% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
2,814
shares
|
$249,911
0.16% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
2,778
shares
|
$246,714
0.05% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
2,768
shares
|
$245,826
0.15% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
2,741
shares
|
$243,428
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
2,701
shares
|
$239,875
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,680
shares
|
$238,010
0.01% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,636
shares
|
$234,103
0.11% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
2,617
shares
|
$232,415
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
2,592
shares
|
$230,195
0.09% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
2,578
shares
|
$228,952
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,525
shares
|
$224,245
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,522
shares
|
$223,978
0.01% of portfolio
|
Q3 2025
Reduced 2.29%
|
|