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 413 institutions that hold shares in the stock, with a total of 9.3 Million shares, which have been reported (via 13F filing form) to have a value of $826 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,495
shares
|
$221,580
0.0% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
2,491
shares
|
$221,225
0.07% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
2,470
shares
|
$219,360
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
2,467
shares
|
$219,094
0.03% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,438
shares
|
$216,518
0.05% of portfolio
|
Q3 2025
Reduced 52.41%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
2,435
shares
|
$216,252
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
2,435
shares
|
$216,252
0.1% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
2,435
shares
|
$216,252
0.09% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
2,418
shares
|
$214,742
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,412
shares
|
$214,209
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
2,399
shares
|
$213,055
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,390
shares
|
$212,255
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
2,381
shares
|
$211,456
0.12% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
2,379
shares
|
$211,278
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,346
shares
|
$208,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
2,318
shares
|
$205,861
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,314
shares
|
$205,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
2,297
shares
|
$203,996
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,288
shares
|
$203,197
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,250
shares
|
$199,822
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,146
shares
|
$190,586
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
2,117
shares
|
$188,010
0.04% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,082
shares
|
$184,902
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,043
shares
|
$181,438
0.0% of portfolio
|
Q3 2025
Added 70.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,909
shares
|
$169,538
0.0% of portfolio
|
Q3 2025
New holding
|
|