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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
5,782
shares
|
$513,499
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,722
shares
|
$508,170
0.06% of portfolio
|
Q3 2025
Added 36.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,701
shares
|
$506,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,572
shares
|
$494,849
0.03% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
5,517
shares
|
$489,964
0.1% of portfolio
|
Q3 2025
Reduced 20.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,458
shares
|
$484,724
0.09% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5,376
shares
|
$477,442
0.07% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,296
shares
|
$470,337
0.01% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,282
shares
|
$469,094
0.2% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,270
shares
|
$468,028
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
5,268
shares
|
$467,851
0.23% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,262
shares
|
$467,318
0.12% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,259
shares
|
$467,051
0.03% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,205
shares
|
$462,256
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,150
shares
|
$457,371
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
5,140
shares
|
$456,483
0.25% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
5,041
shares
|
$447,691
0.04% of portfolio
|
Q3 2025
Reduced 54.18%
|
|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
4,975
shares
|
$441,829
0.12% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,966
shares
|
$441,030
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,930
shares
|
$437,833
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,902
shares
|
$435,346
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,880
shares
|
$433,392
0.18% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,744
shares
|
$421,314
0.02% of portfolio
|
Q3 2025
Added 28.08%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,669
shares
|
$414,653
0.07% of portfolio
|
Q3 2025
Added 6.65%
|
|