iShares Core 80/20 AggressivAOAETF
13F holders, Q2 2024 (June 30)316holders +13
31new positions
20sold out
2famous investors
$54.42avg. 13F price*
At the end of Q2 2024, 316 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 13 from Q1 2024. 31 opened new positions and 20 sold out. The largest holders were Rockefeller Capital Management L.P. ($35.8M), Assetmark, Inc. ($20.5M) and GeoWealth Management, LLC ($15.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $17.7M |
| Exits | 20 | $13.3M |
All 13F filers, Q1 2024 → Q2 2024: 645,747 shares bought and 560,645 shares sold, net +85,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 316 holders
| Rockefeller Capital Management L.P. | 0.10% | Add +3.0% | 478,759 | $35.8M |
| Assetmark, Inc. | 0.06% | Reduce -20.9% | 274,691 | $20.5M |
| GeoWealth Management, LLC | 0.69% | Add +72.1% | 212,982 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.3% | 199,407 | $14.9M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Reduce -1.3% | 168,734 | $12.6M |
| Waverly Advisors, LLC | 0.21% | Add +6.4% | 141,648 | $10.6M |
| LBMC Investment Advisors, LLC | 0.91% | Add +0.2% | 139,950 | $10.5M |
| LPL Financial LLC | 0.01% | Reduce -5.9% | 139,690 | $10.4M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 133,159 | $10.0M |
| Patton Albertson Miller Group, LLC | 1.17% | Reduce -2.3% | 110,459 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.5% | 99,596 | $7.4M |
| Morgan Stanley | 0.00% | Add +0.2% | 91,919 | $6.9M |
| Legacy Financial Group LLC | 1.22% | Add +15.5% | 83,163 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +208.4% | 80,827 | $6.0M |
| Unique Wealth, LLC | 1.55% | Add +12.1% | 79,162 | $5.9M |
| Ellenbecker Investment Group | 1.12% | Add +16.7% | 74,097 | $5.5M |
| Focus Partners Advisor Solutions, LLC | 0.14% | New | 72,187 | $5.4M |
| Northwest Wealth Management, LLC | 1.34% | Reduce -13.8% | 69,169 | $5.2M |
| Foundations Investment Advisors, LLC | 0.12% | New | 66,563 | $5.0M |
| Wealth Alliance, LLC | 0.64% | Reduce -0.7% | 65,873 | $4.9M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +4.9% | 64,085 | $4.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 62,123 | $4.6M |
| Aveo Capital Partners, LLC | 0.52% | Add +5.3% | 61,786 | $4.6M |
| Jane Street Group, LLC | 0.00% | Reduce -50.6% | 60,697 | $4.5M |
| Clearstead Advisors, LLC | 0.08% | Add +37016.3% | 59,386 | $4.4M |
| Consilium Wealth Advisory, LLC | 2.37% | Reduce -0.4% | 58,017 | $4.3M |
| Archvest Wealth Advisors, Inc. | 2.62% | Add +16.3% | 52,806 | $3.9M |
| Ritholtz Wealth Management | 0.11% | Reduce -3.6% | 45,780 | $3.4M |
| Fort Henry Capital, LLC | 2.38% | Reduce -3.2% | 44,195 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | No change | 43,788 | $3.3M |
| Elevation Capital Advisory, LLC | 1.48% | — | 43,267 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.4% | 39,860 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +17.1% | 39,133 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +150.5% | 38,524 | $2.9M |
| Financial Advocates Investment Management | 0.18% | Reduce -7.5% | 38,399 | $2.9M |
| SteelPeak Wealth, LLC | 0.13% | Add +1.4% | 37,797 | $2.8M |
| Canal Capital Management, LLC | 0.47% | Add +0.5% | 36,987 | $2.8M |
| Weaver Consulting Group | 0.89% | Reduce -0.4% | 34,117 | $2.6M |
| Trilogy Capital Inc. | 0.14% | Add +2.8% | 34,041 | $2.5M |
| Marino, Stram & Associates LLC | 0.61% | Reduce -0.1% | 33,232 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.0% | 34,762 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.0% | 32,386 | $2.4M |
| Archford Capital Strategies, LLC | 0.37% | Add +3.6% | 30,389 | $2.3M |
| Prosperity Consulting Group, LLC | 0.30% | Add +25.0% | 29,769 | $2.2M |
| Allworth Financial LP | 0.01% | Reduce -0.4% | 29,607 | $2.2M |
| NorthStar Asset Management LLC | 1.54% | Reduce 0.0% | 2,194,115 | $2.2M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 28,271 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +5.1% | 28,071 | $2.1M |
| Brookstone Capital Management | 0.03% | Reduce -3.1% | 27,540 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +15.9% | 28,037 | $2.1M |
| Perigon Wealth Management, LLC | 0.06% | New | 27,454 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +1.2% | 26,852 | $2.0M |
| Plan Group Financial, LLC | 1.23% | Add +28.9% | 26,834 | $2.0M |
| Syverson Strege & Co | 0.67% | Reduce -0.3% | 26,436 | $2.0M |
| Citadel Advisors | 0.00% | Add +192.8% | 26,281 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -3.0% | 26,267 | $2.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.5% | 25,987 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 25,890 | $1.9M |
| ODonnell Financial Services, LLC | 0.83% | Add +16.1% | 25,028 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 24,301 | $1.8M |
| RTD Financial Advisors, Inc. | 0.24% | Add +0.3% | 24,265 | $1.8M |
| Strategic Advocates LLC | 0.71% | Reduce -3.7% | 23,919 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.70% | Reduce -5.4% | 23,729 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -6.5% | 23,496 | $1.8M |
| UBS Group AG | 0.00% | Add +5.1% | 23,463 | $1.8M |
| Arcus Capital Partners, LLC | 0.67% | Add +4.2% | 23,136 | $1.7M |
| Wealth Forward, LLC | 1.32% | Add +9.9% | 22,551 | $1.7M |
| Greystone Financial Group, LLC | 0.32% | Reduce -0.4% | 22,163 | $1.7M |
| Buttonwood Financial Group, LLC | 0.94% | Add +0.5% | 22,026 | $1.6M |
| Somnio Financial Group, LLC | 1.45% | — | 21,946 | $1.6M |
| Visionary Wealth Advisors | 0.10% | Reduce -9.0% | 21,165 | $1.6M |
| Venturi Wealth Management, LLC | 0.09% | Add +2.8% | 20,933 | $1.6M |
| Westmount Partners, LLC | 0.51% | Add +0.2% | 20,597 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 20,327 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +46.4% | 20,192 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.23% | Reduce -4.4% | 19,874 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +3.0% | 19,730 | $1.5M |
| Capital Insight Partners, LLC | 0.28% | Add +1.0% | 19,567 | $1.5M |
| Cynosure Group, LLC | 0.22% | No change | 18,228 | $1.4M |
| One Capital Management, LLC | 0.05% | Reduce -6.3% | 17,823 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 17,691 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.23% | Reduce -1.1% | 17,144 | $1.3M |
| CGN Advisors LLC | 0.15% | Add +8.0% | 16,816 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +98.9% | 16,200 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.6% | 16,177 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.26% | Add +13.4% | 15,994 | $1.2M |
| TRUE Private Wealth Advisors | 0.13% | Add +2.8% | 15,687 | $1.2M |
| Corrigan Financial, Inc. | 0.30% | No change | 15,891 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.75% | Add +5.0% | 15,219 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.4% | 14,757 | $1.1M |
| Cornerstone Planning Group LLC | 0.31% | Add +5.4% | 15,070 | $1.1M |
| Summit Wealth Partners, LLC | 0.22% | Add +6.2% | 14,338 | $1.1M |
| Creative Planning | 0.00% | Add +9.4% | 13,554 | $1.0M |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -0.4% | 13,317 | $1.0M |
| Insight Advisors, LLC/ PA | 0.18% | Add +0.6% | 13,341 | $998K |
| Tempus Wealth Planning, LLC | 0.42% | Add +20.8% | 13,334 | $997K |
| Per Stirling Capital Management, LLC. | 0.16% | Add +3.4% | 13,191 | $986K |
| Diversified Trust Co. | 0.03% | Add +4.5% | 12,981 | $971K |
| Composition Wealth, LLC | 0.02% | Add +63.0% | 12,569 | $940K |
| Clear Creek Financial Management, LLC | 0.11% | Add +0.3% | 12,455 | $931K |
"% 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.