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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,074
shares
|
$717,051
0.01% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
8,009
shares
|
$711,279
0.61% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
7,978
shares
|
$708,526
0.28% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,944
shares
|
$705,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
7,758
shares
|
$688,987
0.3% of portfolio
|
Q3 2025
Reduced 53.05%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,754
shares
|
$688,632
0.03% of portfolio
|
Q3 2025
Reduced 27.21%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
7,704
shares
|
$684,192
0.07% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
7,664
shares
|
$680,639
0.27% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
7,661
shares
|
$680,373
0.2% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,536
shares
|
$669,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
7,507
shares
|
$666,696
0.3% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
7,507
shares
|
$666,696
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
7,504
shares
|
$666,430
0.12% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
7,495
shares
|
$665,630
0.04% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2025 Q3 2025 |
7,462
shares
|
$662,700
0.43% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,392
shares
|
$656,483
0.03% of portfolio
|
Q3 2025
Reduced 31.88%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
7,353
shares
|
$653,019
0.37% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
7,325
shares
|
$650,533
0.01% of portfolio
|
Q3 2025
Added 143.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
7,323
shares
|
$650,355
0.01% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
7,279
shares
|
$646,447
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
7,254
shares
|
$644,227
0.03% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
7,252
shares
|
$644,050
0.25% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,148
shares
|
$634,813
0.01% of portfolio
|
Q2 2025
Added 49.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,112
shares
|
$631,616
0.03% of portfolio
|
Q1 2016
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,099
shares
|
$630,462
0.02% of portfolio
|
Q1 2025
New holding
|
|