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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
7,081
shares
|
$628,863
0.02% of portfolio
|
Q3 2025
Reduced 36.3%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
7,051
shares
|
$626,199
0.15% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
6,951
shares
|
$617,318
0.17% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,863
shares
|
$609,503
0.0% of portfolio
|
Q3 2025
Reduced 55.79%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,807
shares
|
$604,529
0.3% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
6,688
shares
|
$593,961
0.31% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
6,642
shares
|
$589,876
0.01% of portfolio
|
Q3 2025
Reduced 89.96%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
6,636
shares
|
$589,343
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
6,512
shares
|
$578,330
0.32% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
6,472
shares
|
$574,778
0.16% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,438
shares
|
$571,758
0.01% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,429
shares
|
$570,959
0.03% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,293
shares
|
$558,881
0.0% of portfolio
|
Q3 2025
Added 61.03%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,279
shares
|
$557,637
0.1% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
6,246
shares
|
$554,707
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,223
shares
|
$552,664
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,192
shares
|
$549,911
0.26% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
6,128
shares
|
$544,227
0.3% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,036
shares
|
$536,057
0.13% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
6,027
shares
|
$535,257
0.13% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,979
shares
|
$530,994
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
5,956
shares
|
$528,952
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,842
shares
|
$518,828
0.0% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
5,824
shares
|
$517,229
0.05% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
5,807
shares
|
$515,719
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|