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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
37
shares
|
$3,285
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$3,019
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
33
shares
|
$2,930
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
32
shares
|
$2,841
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
25
shares
|
$2,220
0.0% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
24
shares
|
$2,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
16
shares
|
$1,420
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$1,332
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
14
shares
|
$1,243
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
13
shares
|
$1,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12
shares
|
$1,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
11
shares
|
$976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|