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 |
| AdvisorNet Financial, Inc | 0.08% | Add +7.2% | 11,326 | $832K |
| Capital Advisors Inc. | 0.02% | New | 11,170 | $821K |
| Mainsail Asset Management, LLC | 0.67% | Add +0.2% | 11,165 | $820K |
| Tempus Wealth Planning, LLC | 0.36% | Add +2.6% | 11,042 | $811K |
| Lodestar Private Asset Management LLC | 0.11% | Add +8.2% | 10,887 | $800K |
| AE Wealth Management LLC | 0.01% | Reduce -73.8% | 10,871 | $799K |
| Efficient Advisors, LLC | 0.05% | Reduce -4.9% | 10,816 | $795K |
| RIA Advisory Group LLC | 0.31% | Reduce -77.1% | 10,542 | $774K |
| Lido Advisors, LLC | 0.01% | Reduce -5.7% | 10,528 | $773K |
| Raymond James & Associates | 0.00% | Reduce -97.3% | 10,165 | $747K |
| Integrity Financial Corp | 0.50% | Reduce -5.1% | 9,966 | $732K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -8.1% | 9,805 | $720K |
| Wealthquest Corp | 0.07% | Reduce -7.2% | 9,368 | $688K |
| Courage Miller Partners, LLC | 0.24% | Reduce -0.3% | 9,326 | $685K |
| Valmark Advisers, Inc. | 0.01% | Add +7.7% | 9,216 | $677K |
| Cypress Capital, LLC | 0.18% | Reduce -4.8% | 9,198 | $676K |
| High Falls Advisors, Inc | 0.17% | Add +0.6% | 9,123 | $670K |
| Syntrinsic LLC | 0.22% | Reduce -7.0% | 9,370 | $666K |
| SimpliFi, Inc. | 0.30% | Add +6.5% | 9,024 | $663K |
| World Equity Group, Inc. | 0.14% | Reduce -3.0% | 8,990 | $660K |
| Citadel Advisors | 0.00% | Reduce -46.4% | 8,975 | $659K |
| Verus Financial Partners, Inc. | 0.08% | Reduce -17.5% | 8,754 | $643K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +5.0% | 8,632 | $634K |
| Brighton Jones LLC | 0.02% | Reduce -6.0% | 8,434 | $620K |
| Arax Advisory Partners | 0.06% | Add +9.0% | 8,182 | $601K |
| Focus Partners Wealth | 0.00% | New | 8,143 | $598K |
| Aspiriant, LLC | 0.02% | Reduce -23.6% | 8,022 | $589K |
| JNBA Financial Advisors | 0.06% | Reduce -37.3% | 7,926 | $582K |
| Mgo One Seven LLC | 0.03% | Reduce -15.0% | 7,851 | $577K |
| Composition Wealth, LLC | 0.01% | Add +27.0% | 7,710 | $566K |
| Avior Wealth Management, LLC | 0.03% | Add +0.2% | 7,673 | $564K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.8% | 7,540 | $554K |
| Rothschild Wealth LLC | 0.19% | — | 7,449 | $547K |
| Boston Standard Wealth Management, LLC | 0.12% | Reduce -2.7% | 7,222 | $531K |
| Fidato Wealth LLC | 0.48% | Reduce -1.0% | 7,225 | $531K |
| Marshall Financial Group Inc. | 0.17% | Add +4.1% | 7,143 | $525K |
| Great Point Wealth Advisors, LLC | 0.12% | Reduce -15.5% | 6,940 | $510K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 6,895 | $507K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.5% | 6,602 | $485K |
| Lane & Associates LLC | 0.30% | Add +0.4% | 6,474 | $476K |
| Trivium Point Advisory, LLC | 0.10% | Add +0.4% | 6,332 | $465K |
| Advisory Services Network, LLC | 0.01% | Reduce -51.0% | 6,312 | $464K |
| Sugarloaf Wealth Management, LLC | 0.10% | No change | 6,293 | $462K |
| Marion Wealth Management | 0.14% | Add +12.1% | 6,155 | $452K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.2% | 6,094 | $448K |
| Tarbox Family Office, Inc. | 0.08% | Add +39.9% | 6,053 | $445K |
| Cape Investment Advisory, Inc. | 0.21% | Reduce -1.0% | 6,038 | $444K |
| West Wealth Group, LLC | 0.16% | Reduce -0.9% | 5,895 | $433K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -0.3% | 5,867 | $431K |
| Comerica Bank | 0.00% | Reduce -9.1% | 5,760 | $423K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.5% | 5,745 | $422K |
| Ground Swell Capital, LLC | 0.43% | New | 5,626 | $413K |
| Klingman & Associates, LLC | 0.03% | No change | 5,604 | $412K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Reduce -1.5% | 5,618 | $410K |
| Source Financial Advisors LLC | 0.12% | Add +6.3% | 5,486 | $403K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.0% | 5,353 | $393K |
| SWP Financial LLC | 0.27% | Reduce -1.0% | 5,274 | $387K |
| Gallacher Capital Management LLC | 0.20% | Add +0.6% | 5,238 | $385K |
| Western Wealth Management, LLC | 0.03% | Reduce -42.0% | 5,183 | $381K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.6% | 5,131 | $377K |
| Cahill Financial Advisors Inc. | 0.05% | Add +2.5% | 5,091 | $374K |
| My Legacy Advisors, LLC | 0.12% | Add +2.6% | 5,071 | $372K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -2.9% | 4,980 | $366K |
| Arbor Investment Advisors, LLC | 0.05% | Add +12.7% | 4,969 | $365K |
| Gould Capital, LLC | 0.26% | Reduce -1.1% | 4,964 | $365K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +1.7% | 4,902 | $360K |
| Aquire Wealth Advisors, LLC | 0.12% | Add +5.4% | 4,814 | $354K |
| Harbour Investments, Inc. | 0.01% | Add +14.1% | 4,703 | $345K |
| CENTRAL TRUST Co | 0.01% | Add +4.2% | 4,646 | $341K |
| Moss Adams Wealth Advisors LLC | 0.05% | Add +27.9% | 4,566 | $335K |
| Secured Retirement Advisors, LLC | 0.28% | Add +14.4% | 4,523 | $332K |
| CX Institutional | 0.02% | Add +6.8% | 4,467 | $328K |
| RFP Financial Group LLC | 0.13% | Add +405.7% | 4,415 | $324K |
| Financial Strategies Group, Inc. | 0.09% | Reduce -4.2% | 4,341 | $317K |
| JFS Wealth Advisors, LLC | 0.02% | Add +2.2% | 4,259 | $313K |
| HRT Financial LP | 0.00% | New | 4,250 | $312K |
| Client 1ST Advisory Group, LLC | 0.14% | Reduce -9.1% | 4,225 | $310K |
| Integrity Wealth Solutions LLC | 0.20% | Add +0.7% | 4,160 | $306K |
| Parallel Advisors, LLC | 0.01% | Add +23.8% | 4,113 | $302K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,100 | $301K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -2.9% | 4,088 | $300K |
| BCGM Wealth Management, LLC | 0.11% | Reduce -42.5% | 4,069 | $299K |
| Sax Wealth Advisors, LLC | 0.03% | Add +4.3% | 4,021 | $295K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.1% | 4,001 | $294K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 4,000 | $294K |
| Divergent Planning, LLC | 0.12% | Add +0.4% | 4,009 | $293K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -17.6% | 4,002 | $293K |
| HUB Investment Partners, LLC | 0.02% | New | 3,887 | $286K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | No change | 3,831 | $281K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Add +0.7% | 3,829 | $281K |
| Landmark Wealth Management, LLC | 0.13% | Reduce -15.6% | 3,764 | $277K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -36.5% | 3,758 | $276K |
| Philip James Wealth Mangement, LLC | 0.19% | Add +3.6% | 3,699 | $272K |
| Modern Wealth Management, LLC | 0.03% | New | 3,693 | $271K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.9% | 3,690 | $271K |
| Fifth Third Bancorp | 0.00% | Reduce -60.7% | 3,676 | $270K |
| Mascoma Wealth Management LLC | 0.08% | Add +38.0% | 3,658 | $269K |
| Topel & Distasi Wealth Management, LLC | 0.11% | Add +9.7% | 3,505 | $257K |
| Petix & Botte Co | 0.06% | New | 3,505 | $257K |
| Family Wealth Partners, LLC | 0.15% | Reduce -10.7% | 3,504 | $257K |
| Strid Group, LLC | 0.05% | No change | 3,444 | $253K |
| Altrius Capital Management Inc | 0.06% | Add +2.7% | 3,412 | $251K |
| New Capital Management LP | 0.07% | New | 3,397 | $250K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,363 | $247K |
| Mezzasalma Advisors, LLC | 0.12% | Reduce -35.9% | 3,321 | $244K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.9% | 3,247 | $239K |
| Annex Advisory Services, LLC | 0.01% | New | 3,119 | $229K |
| Choice Wealth Advisors LLC | 0.14% | New | 3,077 | $226K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,069 | $225K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -19.7% | 3,060 | $225K |
| Guardian Financial Partners, LLC | 0.15% | Reduce -3.8% | 3,056 | $225K |
| HB Wealth Management, LLC | 0.00% | Add +4.4% | 3,045 | $224K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,000 | $220K |
| Truist Financial Corp. | 0.00% | New | 2,944 | $216K |
| Cora Capital Advisors LLC | 0.12% | New | 2,942 | $216K |
| TNF LLC | 0.09% | New | 3,021 | $215K |
| Aprio Wealth Management, LLC | 0.04% | New | 2,914 | $214K |
| Well Done, LLC | 0.04% | New | 2,909 | $214K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.0% | 2,909 | $214K |
| TL Private Wealth | 0.10% | Reduce -1.2% | 2,890 | $211K |
| Weitzel Financial Services, Inc. | 0.11% | New | 2,864 | $209K |
| Realta Investment Advisors | 0.04% | New | 2,785 | $205K |
| Bay Harbor Wealth Management, LLC | 0.07% | Add +1.4% | 2,777 | $204K |
| Signaturefd, LLC | 0.00% | Add +2.3% | 2,721 | $200K |
| CoreCap Advisors, LLC | 0.01% | New | 2,701 | $198K |
| Nvwm, LLC | 0.05% | Add +32.7% | 2,636 | $194K |
| Global Retirement Partners, LLC | 0.01% | No change | 2,500 | $184K |
| FMR LLC | 0.00% | No change | 2,012 | $148K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -85.7% | 1,975 | $145K |
| American Capital Advisory, LLC | 0.11% | Add +33.4% | 1,972 | $125K |
| Citigroup Inc. | 0.00% | Add +0.5% | 1,608 | $118K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.6% | 1,515 | $111K |
| IFP Advisors, Inc | 0.00% | Reduce -0.9% | 1,476 | $108K |
| Centaurus Financial, Inc. | 0.01% | Reduce -3.3% | 1,450 | $107K |
| Blair William & Co. | 0.00% | No change | 1,439 | $106K |
| Cwm, LLC | 0.00% | Reduce -53.7% | 1,435 | $105K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | Reduce -10.5% | 1,413 | $104K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,397 | $103K |
| Founders Financial Alliance, LLC | 0.03% | No change | 1,382 | $102K |
| Global Financial Private Client, LLC | 0.04% | No change | 1,325 | $97K |
| Elevate Wealth Advisory, Inc. | 0.08% | Reduce -3.1% | 1,314 | $97K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.2% | 1,149 | $84K |
| CKW Financial Group | 0.01% | Add +7.6% | 1,086 | $79K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $76K |
| Concord Wealth Partners | 0.01% | Reduce -0.1% | 941 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | Add +5.7% | 932 | $68K |
| Mather Group, Llc. | 0.00% | New | 955 | $66K |
| US Bancorp \de | 0.00% | No change | 890 | $65K |
| Lindbrook Capital, LLC | 0.01% | No change | 820 | $60K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | — | 731 | $54K |
| Washington Trust Advisors, Inc. | 0.00% | New | 691 | $51K |
| NBT Bank, N.A. | 0.00% | No change | 683 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.2% | 633 | $46K |
| Activest Wealth Management | 0.02% | No change | 499 | $37K |
| GAMMA Investing LLC | 0.01% | No change | 495 | $36K |
| Continuum Advisory, LLC | 0.00% | New | 450 | $33K |
| Macroview Investment Management LLC | 0.04% | Add +14.7% | 436 | $32K |
| Logan Capital Management Inc. | 0.00% | No change | 432 | $32K |
| Cambridge Trust Co. | 0.00% | No change | 430 | $32K |
| EPG Wealth Management LLC | 0.01% | No change | 400 | $29K |
| Aspire Private Capital, LLC | 0.01% | Add +102.8% | 359 | $26K |
| Jones Financial Companies LLLP | 0.00% | New | 352 | $26K |
| CGC Financial Services, LLC | 0.01% | Reduce -24.5% | 271 | $20K |
| National Bank of Canada | 0.00% | Add +141.3% | 222 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 214 | $16K |
| Transcendent Capital Group LLC | 0.01% | No change | 172 | $13K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +14.0% | 171 | $13K |
| Clearstead Advisors, LLC | 0.00% | New | 160 | $12K |
| WR Wealth Planners, LLC | 0.00% | New | 156 | $11K |
| Creekmur Asset Management LLC | 0.00% | No change | 154 | $11K |
| Fernwood Investment Management, LLC | 0.00% | New | 153 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 150 | $11K |
| McIlrath & Eck, LLC | 0.00% | Add +12.6% | 134 | $10K |
| Register Financial Advisors LLC | 0.00% | New | 123 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 122 | $9K |
| AllSquare Wealth Management LLC | 0.01% | No change | 118 | $9K |
| Horizon Financial Services, LLC | 0.01% | New | 105 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 104 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | New | 100 | $7K |
| Fortitude Family Office, LLC | 0.00% | Reduce -52.6% | 92 | $7K |
| Spire Wealth Management | 0.00% | Reduce -66.3% | 88 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 72 | $5K |
| Addison Advisors LLC | 0.00% | Add +21.1% | 63 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $5K |
| Ancora Advisors LLC | 0.00% | Reduce -64.2% | 62 | $5K |
| Bank of Montreal | 0.00% | No change | 61 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 54 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 44 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 44 | $3K |
| Key Financial Inc | 0.00% | No change | 37 | $3K |
| Ballast Advisors LLC | 0.00% | No change | 32 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 30 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 29 | $2K |
| Sandy Spring Bank | 0.00% | No change | 27 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 20 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 12 | $882 |
| Larson Financial Group LLC | 0.00% | No change | 10 | $735 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 8 | $588 |
| Paladin Advisory Group, LLC | 0.00% | New | 8 | $586 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4 | $294 |
| Investors Research Corp | 0.00% | No change | 2 | $147 |
"% 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.