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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
591
shares
|
$52,486
0.04% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
534
shares
|
$47,424
0.0% of portfolio
|
Q1 2025
Added 249.02%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
525
shares
|
$46,625
0.41% of portfolio
|
Q2 2025
Reduced 81.84%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
512
shares
|
$45,470
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
499
shares
|
$44,316
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
495
shares
|
$43,960
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
490
shares
|
$43,516
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
440
shares
|
$39,076
0.0% of portfolio
|
Q3 2025
Reduced 78.64%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
430
shares
|
$38,188
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
382
shares
|
$33,925
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
350
shares
|
$31,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
304
shares
|
$26,998
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
289
shares
|
$25,666
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
259
shares
|
$23,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
253
shares
|
$22,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
251
shares
|
$22,291
0.0% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
241
shares
|
$21,403
0.01% of portfolio
|
Q1 2025
Added 703.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
225
shares
|
$19,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
220
shares
|
$19,538
0.01% of portfolio
|
Q3 2025
Added 43.79%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
205
shares
|
$18,206
0.0% of portfolio
|
Q1 2025
Added 1950.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
191
shares
|
$16,962
0.0% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
175
shares
|
$15,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
151
shares
|
$13,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
142
shares
|
$12,611
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138
shares
|
$12,255
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|