iShares Core 80/20 AggressivAOAETF
13F holders, Q2 2026 (June 30)422holders +15
35new positions
20sold out
2famous investors
$98.44avg. 13F price*
At the end of Q2 2026, 422 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 15 from Q1 2026. 35 opened new positions and 20 sold out. The largest holders were NorthStar Asset Management LLC ($222.6M), Rockefeller Capital Management L.P. ($59.7M) and LPL Financial LLC ($24.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core 80/20 Aggressiv
- CUSIP
- 464289859
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $13.3M |
| Exits | 20 | $4.4M |
All 13F filers, Q1 2026 → Q2 2026: 630,995 shares bought and 300,191 shares sold, net +330,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| NorthStar Asset Management LLC | 47.73% | Add +0.0% | 2,194,162 | $222.6M |
| Rockefeller Capital Management L.P. | 0.09% | Add +9.9% | 611,739 | $59.7M |
| LPL Financial LLC | 0.01% | Reduce -20.7% | 247,088 | $24.1M |
| Assetmark, Inc. | 0.04% | Add +0.3% | 245,482 | $24.0M |
| Jim Saulnier & Associates, LLC | 9.59% | Add +16.7% | 244,296 | $23.8M |
| Ellenbecker Investment Group | 2.54% | Add +3.3% | 223,468 | $21.8M |
| Foundations Investment Advisors, LLC | 0.20% | Add +14.8% | 202,154 | $19.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 184,629 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.7% | 154,203 | $15.1M |
| Morgan Stanley | 0.00% | Reduce -13.0% | 148,997 | $14.5M |
| Waverly Advisors, LLC | 0.08% | Add +4.6% | 145,444 | $14.2M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Reduce -6.8% | 141,970 | $13.9M |
| LBMC Investment Advisors, LLC | 0.67% | Reduce -0.9% | 125,330 | $12.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.9% | 111,352 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +12.9% | 108,771 | $10.6M |
| Patton Albertson Miller Group, LLC | 1.05% | Reduce -3.8% | 107,843 | $10.5M |
| Hopwood Nicholas Hunter | 2.77% | Add +1.4% | 103,374 | $10.1M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 102,669 | $10.0M |
| Western Wealth Management, LLC | 0.29% | Add +6.6% | 90,624 | $8.8M |
| Prosperity Consulting Group, LLC | 0.32% | Add +3.7% | 85,630 | $8.4M |
| CX Institutional | 0.23% | Add +201.0% | 82,700 | $8.1M |
| Consilium Wealth Advisory, LLC | 2.37% | Add +16.2% | 81,761 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.7% | 79,097 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +34.7% | 74,652 | $7.3M |
| Legacy Financial Group LLC | 0.80% | Reduce -1.9% | 72,975 | $7.1M |
| Harbour Investments, Inc. | 0.09% | Add +1.3% | 70,456 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 70,134 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 67,537 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 63,301 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +1.5% | 62,920 | $6.1M |
| Clearstead Advisors, LLC | 0.06% | Reduce -0.1% | 61,477 | $6.0M |
| Weaver Consulting Group | 1.23% | Add +13.1% | 61,364 | $6.0M |
| Strategic Blueprint, LLC | 0.29% | Add +28.6% | 59,641 | $5.8M |
| Wealth Alliance, LLC | 0.48% | Reduce -1.4% | 59,396 | $5.8M |
| Unique Wealth, LLC | 0.66% | Reduce -8.1% | 57,776 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.6% | 54,499 | $5.3M |
| GeoWealth Management, LLC | 0.16% | Reduce -13.7% | 51,728 | $5.0M |
| Legacy Wealth Partners, LLC | 1.11% | Add +1.4% | 50,825 | $5.0M |
| Fort Henry Capital, LLC | 2.69% | Add +1.4% | 50,005 | $4.9M |
| Hanover Advisors Inc. | 1.75% | Add +73.5% | 49,732 | $4.9M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.1% | 48,481 | $4.7M |
| UBS Group AG | 0.00% | Add +2.4% | 47,074 | $4.6M |
| SteelPeak Wealth, LLC | 0.12% | Add +3.5% | 46,498 | $4.5M |
| Ritholtz Wealth Management | 0.06% | Reduce -2.7% | 41,696 | $4.1M |
| Mutual Advisors, LLC | 0.08% | Add +2.3% | 40,943 | $4.0M |
| Citadel Advisors | 0.00% | Add +242.3% | 40,400 | $3.9M |
| Redhawk Wealth Advisors, Inc. | 0.39% | Add +20.8% | 40,336 | $3.9M |
| Westmount Partners, LLC | 0.82% | Add +2.5% | 38,147 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.4% | 36,886 | $3.6M |
| Wealth Forward, LLC | 1.70% | Add +25.8% | 35,042 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +1.0% | 34,254 | $3.3M |
| ODonnell Financial Services, LLC | 0.93% | Add +1.1% | 32,227 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +3.8% | 31,800 | $3.1M |
| Marino, Stram & Associates LLC | 0.48% | Reduce -0.6% | 30,812 | $3.0M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -2.2% | 29,823 | $2.9M |
| Archford Capital Strategies, LLC | 0.29% | Add +6.8% | 29,748 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -13.2% | 29,553 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +128.0% | 28,688 | $2.8M |
| Madrid Financial Services | 1.47% | Add +19.4% | 28,378 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +32.0% | 27,647 | $2.7M |
| RTD Financial Advisors, Inc. | 0.29% | Add +1.4% | 27,525 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -1.4% | 26,871 | $2.6M |
| Somnio Financial Group, LLC | 1.54% | Add +2.0% | 26,642 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 26,180 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +5.0% | 25,197 | $2.5M |
| Brookstone Capital Management | 0.02% | Add +3.4% | 24,638 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +13.1% | 24,427 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.5% | 24,106 | $2.4M |
| Worth Asset Management, LLC | 0.74% | Add +0.6% | 23,586 | $2.3M |
| Creative Planning | 0.00% | Reduce -0.3% | 22,947 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 22,493 | $2.2M |
| Lodestar Private Asset Management LLC | 0.19% | Reduce -7.0% | 22,031 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -39.4% | 21,986 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 21,701 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Add +9.0% | 21,576 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.27% | Add +4.8% | 21,399 | $2.1M |
| Moss Adams Wealth Advisors LLC | 0.13% | Reduce -8.4% | 20,982 | $2.0M |
| Visionary Wealth Advisors | 0.08% | Add +1.4% | 20,851 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -13.5% | 20,845 | $2.0M |
| Arq Wealth Advisors, LLC | 0.25% | New | 21,046 | $2.0M |
| Venturi Wealth Management, LLC | 0.08% | Add +7.1% | 20,479 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +7.4% | 20,435 | $2.0M |
| CGN Advisors LLC | 0.14% | No change | 19,466 | $1.9M |
| Peregrine Asset Advisers, Inc. | 0.41% | Reduce -4.9% | 19,223 | $1.9M |
| Canal Capital Management, LLC | 0.23% | Add +0.6% | 19,209 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +15.9% | 19,065 | $1.9M |
| Worth Financial Advisory Group, LLC | 0.74% | Add +60.9% | 18,280 | $1.8M |
| GTS Securities LLC | 0.04% | New | 18,226 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.6% | 18,012 | $1.8M |
| Summit Wealth Partners, LLC | 0.25% | Add +6.7% | 17,925 | $1.7M |
| Cerity Partners Retirement Plan Advisors LLC | 0.71% | Add +13.2% | 17,546 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +17.8% | 17,232 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +49.3% | 17,229 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +26.6% | 16,444 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +7.0% | 16,360 | $1.6M |
| Buttonwood Financial Group, LLC | 0.91% | Reduce -1.1% | 16,355 | $1.6M |
| Syverson Strege & Co | 0.35% | Reduce -12.2% | 16,284 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.9% | 16,221 | $1.6M |
| Sovereign Financial Group, Inc. | 0.24% | Add +4.5% | 16,156 | $1.6M |
| R2 Capital Strategies, LLC | 0.70% | — | 15,922 | $1.6M |
"% of holder's portfolio" is AOA's weight in each manager's 13F, not the share of iShares Core 80/20 Aggressiv the manager owns.