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 389 institutions that hold shares in the stock, with a total of 9.56 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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
22,693
shares
|
$1.96 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
22,549
shares
|
$1.95 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
22,499
shares
|
$1.95 Million
0.32% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
22,181
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
21,911
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
21,274
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
20,782
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
20,529
shares
|
$1.78 Million
0.8% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
19,722
shares
|
$1.71 Million
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
19,631
shares
|
$1.7 Million
0.29% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
19,119
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,798
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
18,228
shares
|
$1.58 Million
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,852
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
17,640
shares
|
$1.53 Million
0.26% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,394
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,385
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
16,579
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
16,525
shares
|
$1.43 Million
0.68% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
16,475
shares
|
$1.43 Million
0.26% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
16,429
shares
|
$1.42 Million
0.26% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
16,405
shares
|
$1.42 Million
0.38% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
15,873
shares
|
$1.37 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
15,862
shares
|
$1.37 Million
0.45% of portfolio
|
Q2 2025
Added 189.4%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
15,853
shares
|
$1.37 Million
0.27% of portfolio
|
Q2 2025
Added 5.95%
|