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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
135
shares
|
$11,989
0.0% of portfolio
|
Q1 2022
Reduced 61.97%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
133
shares
|
$11,811
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
131
shares
|
$11,634
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
128
shares
|
$11,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
119
shares
|
$10,568
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
118
shares
|
$10,479
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
114
shares
|
$10,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
112
shares
|
$9,946
0.0% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
106
shares
|
$9,413
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
105
shares
|
$9,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
101
shares
|
$8,969
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
100
shares
|
$8,881
0.0% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$7,992
0.0% of portfolio
|
Q2 2020
Added 0.71%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
88
shares
|
$7,815
0.0% of portfolio
|
Q1 2024
Reduced 66.28%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
79
shares
|
$7,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
73
shares
|
$6,483
0.0% of portfolio
|
Q1 2025
Added 812.5%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
72
shares
|
$6,394
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
63
shares
|
$5,595
0.0% of portfolio
|
Q3 2021
Added 1475.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
54
shares
|
$4,795
0.0% of portfolio
|
Q1 2025
Reduced 98.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
47
shares
|
$4,174
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
45
shares
|
$3,996
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
45
shares
|
$3,996
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
44
shares
|
$3,907
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
42
shares
|
$3,730
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
39
shares
|
$3,463
0.0% of portfolio
|
Q3 2025
New holding
|
|