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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
14,792
shares
|
$1.31 Million
0.93% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
14,487
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
14,462
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
14,415
shares
|
$1.28 Million
0.48% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
14,342
shares
|
$1.27 Million
0.71% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
14,203
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
14,124
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
13,625
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
13,414
shares
|
$1.19 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,353
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.97%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
13,290
shares
|
$1.18 Million
0.51% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
12,981
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
12,818
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,785
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2022
Reduced 12.28%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
12,522
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
12,341
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,302
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
12,223
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
12,089
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,573
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
11,519
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,435
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
11,416
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 163.83%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
11,209
shares
|
$995,471
0.05% of portfolio
|
Q3 2025
Added 207.69%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
11,137
shares
|
$989,076
0.17% of portfolio
|
Q3 2025
Added 35.9%
|
|