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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
70,879
shares
|
$6.29 Million
0.31% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
65,322
shares
|
$5.8 Million
2.29% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
62,121
shares
|
$5.52 Million
0.01% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
62,002
shares
|
$5.51 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
61,912
shares
|
$5.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
59,615
shares
|
$5.29 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
59,420
shares
|
$5.28 Million
0.0% of portfolio
|
Q3 2025
Added 48.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
57,165
shares
|
$5.08 Million
0.13% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
56,925
shares
|
$5.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
46,813
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
46,413
shares
|
$4.12 Million
2.61% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
44,200
shares
|
$3.93 Million
0.35% of portfolio
|
Q4 2023
Reduced 2.79%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
43,986
shares
|
$3.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
43,833
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
43,679
shares
|
$3.88 Million
0.13% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,622
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
41,787
shares
|
$3.71 Million
1.22% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
39,823
shares
|
$3.54 Million
1.27% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
38,375
shares
|
$3.41 Million
0.88% of portfolio
|
Q3 2025
Added 57.73%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
37,462
shares
|
$3.33 Million
0.51% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
36,887
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
36,040
shares
|
$3.2 Million
0.08% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
34,454
shares
|
$3.06 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
33,842
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
32,835
shares
|
$2.92 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.6%
|
|