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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,909
shares
|
$169,538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,885
shares
|
$167,406
0.0% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,768
shares
|
$157,016
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,609
shares
|
$142,895
0.0% of portfolio
|
Q3 2025
Reduced 22.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,375
shares
|
$122,113
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,335
shares
|
$118,561
0.01% of portfolio
|
Q3 2025
Added 118.14%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,217
shares
|
$108,081
0.0% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,207
shares
|
$107,193
0.0% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,189
shares
|
$105,595
0.04% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,160
shares
|
$103,019
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,147
shares
|
$101,865
0.0% of portfolio
|
Q2 2025
Added 443.6%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,100
shares
|
$97,691
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$97,246
0.0% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,073
shares
|
$95,293
0.04% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,036
shares
|
$92,007
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$88,810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
989
shares
|
$87,833
0.0% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
977
shares
|
$86,767
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
880
shares
|
$78,152
0.04% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
820
shares
|
$72,824
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
757
shares
|
$67,229
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
685
shares
|
$60,834
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
658
shares
|
$58,436
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
643
shares
|
$57,104
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
605
shares
|
$53,730
0.0% of portfolio
|
Q3 2025
Reduced 40.57%
|
|