iShares Core 80/20 AggressivAOAETF
13F holders, Q1 2024 (March 31)303holders
2famous investors
$53.15avg. 13F price*
At the end of Q1 2024, 303 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings. The largest holders were Rockefeller Capital Management L.P. ($34.1M), Assetmark, Inc. ($25.5M) and Cambridge Investment Research Advisors, Inc. ($15.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $26.7M |
| Exits | 38 | $8.6M |
Ownership 303 holders
| Rockefeller Capital Management L.P. | 0.10% | Reduce -0.0% | 464,639 | $34.1M |
| Assetmark, Inc. | 0.08% | Add +14.8% | 347,045 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -5.1% | 204,084 | $15.0M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Add +7.3% | 170,922 | $12.6M |
| LPL Financial LLC | 0.01% | Add +6.0% | 148,517 | $10.9M |
| LBMC Investment Advisors, LLC | 0.89% | Reduce -0.6% | 139,630 | $10.3M |
| Bank of America Corp. | 0.00% | Add +11.9% | 133,316 | $9.8M |
| Waverly Advisors, LLC | 0.23% | Add +67.1% | 133,130 | $9.8M |
| GeoWealth Management, LLC | 0.35% | New | 123,757 | $9.1M |
| Jane Street Group, LLC | 0.01% | Add +432.8% | 122,960 | $9.0M |
| Patton Albertson Miller Group, LLC | 1.24% | Reduce -1.2% | 113,065 | $8.3M |
| Waterloo Capital, L.P. | 0.99% | Reduce -56.7% | 105,495 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -32.6% | 104,280 | $7.7M |
| Morgan Stanley | 0.00% | Reduce -41.2% | 91,738 | $6.7M |
| Northwest Wealth Management, LLC | 1.61% | Add +1.3% | 80,203 | $5.9M |
| Legacy Financial Group LLC | 1.07% | New | 71,995 | $5.3M |
| Unique Wealth, LLC | 1.46% | Add +5.0% | 70,602 | $5.2M |
| Wealth Alliance, LLC | 0.64% | Reduce -0.6% | 66,341 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -94.4% | 65,969 | $4.8M |
| Ellenbecker Investment Group | 0.98% | Add +11.3% | 63,495 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +19.4% | 61,073 | $4.5M |
| Consilium Wealth Advisory, LLC | 2.41% | Add +1.5% | 58,276 | $4.3M |
| Aveo Capital Partners, LLC | 0.46% | Add +5.0% | 58,699 | $4.2M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +315.8% | 56,488 | $4.1M |
| Sigma Planning Corp | 0.13% | Add +86.8% | 56,464 | $4.1M |
| Financial Advocates Investment Management | 0.21% | Add +100.1% | 41,515 | $3.6M |
| Ritholtz Wealth Management | 0.12% | Reduce -3.5% | 47,497 | $3.5M |
| Fort Henry Capital, LLC | 2.47% | Reduce -0.4% | 45,664 | $3.4M |
| Archvest Wealth Advisors, Inc. | 2.35% | Add +1.9% | 45,389 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -3.8% | 43,788 | $3.2M |
| NewEdge Advisors, LLC | 0.03% | Add +2.9% | 40,441 | $3.0M |
| Charles Schwab Trust Co | 0.26% | New | 38,054 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.3% | 37,643 | $2.8M |
| SteelPeak Wealth, LLC | 0.14% | Add +2.0% | 37,263 | $2.7M |
| Canal Capital Management, LLC | 0.45% | Add +2.8% | 36,820 | $2.7M |
| Weaver Consulting Group | 0.93% | Reduce -2.5% | 34,258 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +303.6% | 33,434 | $2.5M |
| Marino, Stram & Associates LLC | 0.58% | Reduce -0.1% | 33,264 | $2.4M |
| Trilogy Capital Inc. | 0.14% | Reduce -21.9% | 33,118 | $2.4M |
| NorthStar Asset Management LLC | 1.68% | Add +1.5% | 2,194,124 | $2.2M |
| Allworth Financial LP | 0.02% | Add +4.9% | 29,721 | $2.2M |
| Archford Capital Strategies, LLC | 0.36% | Reduce -1.8% | 29,321 | $2.2M |
| Brookstone Capital Management | 0.04% | Add +4.0% | 28,423 | $2.1M |
| Cerity Partners LLC | 0.01% | Reduce -1.8% | 28,151 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.3% | 27,817 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -57.4% | 27,308 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -10.6% | 27,074 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -4.7% | 26,711 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -5.0% | 26,530 | $1.9M |
| Syverson Strege & Co | 0.70% | Add +1.5% | 26,521 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 26,205 | $1.9M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -6.5% | 26,109 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 25,115 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.74% | Reduce -1.0% | 25,092 | $1.8M |
| Strategic Advocates LLC | 0.70% | Add +3.8% | 24,836 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -87.6% | 24,199 | $1.8M |
| RTD Financial Advisors, Inc. | 0.24% | Add +16.3% | 24,191 | $1.8M |
| Prosperity Consulting Group, LLC | 0.22% | Add +65.8% | 23,814 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -37.3% | 23,807 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 23,322 | $1.7M |
| Visionary Wealth Advisors | 0.12% | Reduce -0.1% | 23,269 | $1.7M |
| UBS Group AG | 0.00% | Reduce -24.3% | 22,331 | $1.6M |
| Greystone Financial Group, LLC | 0.33% | Add +12.7% | 22,262 | $1.6M |
| Arcus Capital Partners, LLC | 0.52% | Add +0.3% | 22,214 | $1.6M |
| Buttonwood Financial Group, LLC | 0.95% | Reduce -1.4% | 21,910 | $1.6M |
| ODonnell Financial Services, LLC | 0.72% | Add +2.2% | 21,556 | $1.6M |
| Cetera Investment Advisers | 0.00% | New | 21,012 | $1.5M |
| Plan Group Financial, LLC | 1.00% | Add +25.3% | 20,825 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.25% | Add +8.7% | 20,786 | $1.5M |
| Westmount Partners, LLC | 0.54% | Add +9.0% | 20,547 | $1.5M |
| Wealth Forward, LLC | 1.19% | Add +12.3% | 20,519 | $1.5M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -5.4% | 20,366 | $1.5M |
| Capital Insight Partners, LLC | 0.27% | Reduce -2.6% | 19,379 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.4% | 19,151 | $1.4M |
| One Capital Management, LLC | 0.05% | Reduce -8.4% | 19,024 | $1.4M |
| Cynosure Group, LLC | 0.24% | No change | 18,228 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -5.2% | 17,853 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.25% | Add +20.6% | 17,337 | $1.3M |
| Corrigan Financial, Inc. | 0.30% | Reduce -9.1% | 15,891 | $1.2M |
| CGN Advisors LLC | 0.15% | Add +2.3% | 15,570 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -10.9% | 15,459 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +54.1% | 15,380 | $1.1M |
| TRUE Private Wealth Advisors | 0.13% | Reduce -0.3% | 15,256 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.5% | 14,558 | $1.1M |
| Worth Financial Advisory Group, LLC | 0.74% | Reduce -3.0% | 14,489 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -49.9% | 14,400 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.23% | Add +1.9% | 14,100 | $1.0M |
| Cornerstone Planning Group LLC | 0.32% | Reduce -1.0% | 14,294 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.5% | 13,789 | $1.0M |
| Summit Wealth Partners, LLC | 0.21% | Add +0.8% | 13,496 | $991K |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -3.5% | 13,366 | $975K |
| Insight Advisors, LLC/ PA | 0.19% | Add +8.4% | 13,265 | $974K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.7% | 13,246 | $973K |
| Lincoln National Corp. | 0.01% | No change | 13,060 | $959K |
| Per Stirling Capital Management, LLC. | 0.16% | Reduce -13.7% | 12,756 | $937K |
| Diversified Trust Co. | 0.03% | Add +11.3% | 12,426 | $913K |
| Clear Creek Financial Management, LLC | 0.12% | Add +4.3% | 12,412 | $911K |
| Creative Planning | 0.00% | Add +3.1% | 12,388 | $910K |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.3% | 11,575 | $850K |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 11,430 | $833K |
"% 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.