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 |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
21,059
shares
|
$1.87 Million
0.63% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
20,888
shares
|
$1.86 Million
0.87% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
20,840
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
20,782
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,242
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
20,058
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
20,035
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
19,781
shares
|
$1.76 Million
0.27% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
19,625
shares
|
$1.74 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
19,119
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
19,031
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2025
Added 86.87%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
18,228
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,394
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,385
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,163
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
17,095
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
16,873
shares
|
$1.5 Million
0.16% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,695
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
16,523
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
16,475
shares
|
$1.46 Million
0.26% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
16,132
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
15,981
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
15,908
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
15,643
shares
|
$1.39 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,362
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|