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 413 institutions that hold shares in the stock, with a total of 9.3 Million shares, which have been reported (via 13F filing form) to have a value of $826 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
10,580
shares
|
$939,609
0.03% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
10,514
shares
|
$933,748
0.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,459
shares
|
$928,863
0.01% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
10,438
shares
|
$926,998
0.11% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,341
shares
|
$918,384
0.28% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
10,153
shares
|
$901,687
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,070
shares
|
$894,316
0.01% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
9,917
shares
|
$880,728
0.21% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
9,901
shares
|
$879,307
0.08% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
9,813
shares
|
$871,492
0.21% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,774
shares
|
$868,028
0.0% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,762
shares
|
$866,963
0.04% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
9,725
shares
|
$863,677
0.08% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,422
shares
|
$836,767
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
9,297
shares
|
$825,666
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
9,182
shares
|
$815,453
0.25% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,003
shares
|
$799,556
0.02% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,854
shares
|
$786,323
0.02% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,761
shares
|
$778,064
0.05% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
8,663
shares
|
$769,361
0.13% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
8,641
shares
|
$767,407
0.18% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
8,640
shares
|
$767,318
0.21% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,464
shares
|
$751,687
0.01% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
8,109
shares
|
$720,160
0.27% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
8,079
shares
|
$717,495
0.03% of portfolio
|
Q3 2025
Reduced 77.77%
|
|