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 381 institutions that hold shares in the stock, with a total of 9.55 Million shares, which have been reported (via 13F filing form) to have a value of $808 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
30,780
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
30,025
shares
|
$2.54 Million
1.1% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
29,665
shares
|
$2.51 Million
1.66% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
28,969
shares
|
$2.45 Million
0.31% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
28,900
shares
|
$2.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
28,719
shares
|
$2.43 Million
0.33% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
28,318
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Added 253.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
28,039
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.85%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,967
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
27,913
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
27,116
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
25,682
shares
|
$2.17 Million
0.94% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
25,246
shares
|
$2.13 Million
1.51% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
24,989
shares
|
$2.11 Million
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,818
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
24,582
shares
|
$2.08 Million
0.61% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
24,510
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2025
Added 221.4%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
24,330
shares
|
$2.06 Million
0.56% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
24,077
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
23,817
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
22,908
shares
|
$1.94 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
22,833
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
22,693
shares
|
$1.92 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
22,549
shares
|
$1.91 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
22,499
shares
|
$1.9 Million
0.32% of portfolio
|
Q2 2025
Added 1.74%
|