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 |
|---|---|---|---|---|---|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
32,681
shares
|
$2.9 Million
1.17% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
32,243
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
29,617
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
29,312
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
28,952
shares
|
$2.57 Million
0.34% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
28,683
shares
|
$2.55 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
28,422
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,047
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
27,339
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
26,384
shares
|
$2.34 Million
0.94% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
26,297
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
25,496
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
25,252
shares
|
$2.24 Million
1.29% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
25,227
shares
|
$2.24 Million
0.28% of portfolio
|
Q3 2025
Added 23.87%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
25,207
shares
|
$2.24 Million
0.58% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Dec 01, 2025 Q3 2025 |
24,919
shares
|
$2.21 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,834
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
23,817
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
23,381
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
23,069
shares
|
$2.05 Million
1.27% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,867
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
22,848
shares
|
$2.03 Million
0.32% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
22,092
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
22,028
shares
|
$1.96 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
21,778
shares
|
$1.93 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.03%
|
|