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 |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.2% | 12,288 | $919K |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.5% | 11,980 | $896K |
| AdvisorNet Financial, Inc | 0.08% | Add +2.0% | 11,551 | $864K |
| Mainsail Asset Management, LLC | 0.66% | Reduce -0.0% | 11,164 | $835K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 11,092 | $822K |
| Avior Wealth Management, LLC | 0.03% | Add +41.1% | 10,825 | $809K |
| Raymond James & Associates | 0.00% | Add +6.5% | 10,823 | $809K |
| Lodestar Private Asset Management LLC | 0.11% | Reduce -2.1% | 10,659 | $797K |
| Efficient Advisors, LLC | 0.05% | Reduce -6.0% | 10,171 | $761K |
| Lido Advisors, LLC | 0.01% | Reduce -3.9% | 10,119 | $757K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +2.7% | 10,071 | $753K |
| Waterloo Capital, L.P. | 0.09% | Reduce -90.6% | 9,954 | $744K |
| Envestnet Asset Management Inc. | 0.00% | Add +26.4% | 9,530 | $713K |
| World Equity Group, Inc. | 0.21% | Add +4.8% | 9,417 | $704K |
| Two Sigma Securities, LLC | 0.03% | New | 9,353 | $699K |
| Cypress Capital, LLC | 0.19% | Add +1.5% | 9,332 | $698K |
| Valmark Advisers, Inc. | 0.01% | Add +1.3% | 9,331 | $698K |
| Courage Miller Partners, LLC | 0.25% | Reduce -0.7% | 9,265 | $693K |
| High Falls Advisors, Inc | 0.17% | Add +1.5% | 9,262 | $693K |
| Wealthquest Corp | 0.07% | Reduce -1.8% | 9,198 | $688K |
| Syntrinsic LLC | 0.22% | Reduce -0.8% | 9,295 | $671K |
| Mgo One Seven LLC | 0.03% | Add +14.1% | 8,954 | $670K |
| Integrity Financial Corp | 0.42% | Reduce -10.8% | 8,891 | $665K |
| AE Wealth Management LLC | 0.01% | Reduce -21.1% | 8,577 | $641K |
| Brighton Jones LLC | 0.02% | Add +0.2% | 8,452 | $632K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -85.0% | 8,445 | $632K |
| Arax Advisory Partners | 0.06% | Add +2.2% | 8,363 | $625K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -3.6% | 8,317 | $622K |
| Trivium Point Advisory, LLC | 0.09% | Add +31.3% | 8,315 | $622K |
| Marshall Financial Group Inc. | 0.20% | Add +15.4% | 8,241 | $616K |
| Maia Wealth LLC | 0.18% | — | 7,875 | $601K |
| SimpliFi, Inc. | 0.28% | Reduce -11.6% | 7,974 | $596K |
| Rothschild Wealth LLC | 0.18% | No change | 7,449 | $557K |
| Fidato Wealth LLC | 0.49% | Add +3.0% | 7,439 | $556K |
| Orin Green Financial, LLC | 0.25% | New | 7,388 | $552K |
| JNBA Financial Advisors | 0.06% | Reduce -8.3% | 7,265 | $543K |
| Mountain Capital Investment Advisors Inc. | 0.13% | Add +25.9% | 7,073 | $540K |
| Boston Standard Wealth Management, LLC | 0.12% | Reduce -1.3% | 7,131 | $533K |
| Marion Wealth Management | 0.15% | Add +13.3% | 6,972 | $521K |
| Great Point Wealth Advisors, LLC | 0.12% | Reduce -0.0% | 6,938 | $519K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 6,898 | $516K |
| Aspiriant, LLC | 0.02% | Reduce -15.2% | 6,803 | $509K |
| Lane & Associates LLC | 0.29% | Add +0.3% | 6,494 | $486K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.6% | 6,427 | $481K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +0.2% | 6,305 | $471K |
| IFG Advisory, LLC | 0.03% | New | 6,298 | $471K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.0% | 6,216 | $465K |
| Kingsview Wealth Management, LLC | 0.01% | Add +8.1% | 6,209 | $464K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.2% | 6,173 | $462K |
| West Wealth Group, LLC | 0.16% | Add +4.3% | 6,151 | $460K |
| Cape Investment Advisory, Inc. | 0.20% | Reduce -0.1% | 6,033 | $451K |
| Tarbox Family Office, Inc. | 0.08% | Reduce -0.6% | 6,020 | $450K |
| HUB Investment Partners, LLC | 0.02% | Add +44.8% | 5,628 | $421K |
| Klingman & Associates, LLC | 0.03% | No change | 5,604 | $419K |
| Comerica Bank | 0.00% | Reduce -6.1% | 5,411 | $405K |
| Source Financial Advisors LLC | 0.12% | Reduce -1.4% | 5,409 | $405K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.3% | 5,370 | $402K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.2% | 5,294 | $396K |
| RFP Financial Group LLC | 0.14% | Add +18.0% | 5,210 | $390K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 5,184 | $388K |
| SWP Financial LLC | 0.25% | Reduce -3.3% | 5,102 | $382K |
| Aquire Wealth Advisors, LLC | 0.13% | Add +5.7% | 5,088 | $380K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -0.2% | 5,081 | $380K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +25.0% | 5,002 | $374K |
| Gould Capital, LLC | 0.26% | No change | 4,964 | $371K |
| Integrity Wealth Solutions LLC | 0.23% | Add +15.7% | 4,811 | $360K |
| Regal Investment Advisors LLC | 0.02% | New | 4,705 | $352K |
| Renaissance Technologies | 0.00% | Reduce -67.3% | 4,702 | $352K |
| Secured Retirement Advisors, LLC | 0.27% | Add +3.2% | 4,668 | $349K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.6% | 4,620 | $345K |
| Gallacher Capital Management LLC | 0.18% | Reduce -11.9% | 4,613 | $345K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 4,566 | $341K |
| Savvy Advisors, Inc. | 0.11% | New | 4,550 | $340K |
| ABLE Financial Group, LLC | 0.12% | New | 4,519 | $338K |
| CX Institutional | 0.02% | Add +0.7% | 4,497 | $336K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.6% | 4,485 | $335K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -9.8% | 4,480 | $335K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Add +15.7% | 4,430 | $331K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -12.5% | 4,357 | $326K |
| JFS Wealth Advisors, LLC | 0.03% | Add +2.2% | 4,353 | $326K |
| BCGM Wealth Management, LLC | 0.11% | Add +1.9% | 4,145 | $310K |
| Napa Wealth Management | 0.21% | New | 4,149 | $306K |
| Philip James Wealth Mangement, LLC | 0.20% | Add +9.1% | 4,037 | $302K |
| Financial Strategies Group, Inc. | 0.08% | Reduce -8.2% | 3,985 | $300K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 4,000 | $299K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.2% | 3,927 | $294K |
| Divergent Planning, LLC | 0.12% | Reduce -2.9% | 3,893 | $292K |
| Client 1ST Advisory Group, LLC | 0.13% | Reduce -7.9% | 3,891 | $291K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,877 | $290K |
| Atlas Private Wealth Advisors | 0.05% | New | 3,873 | $290K |
| Modera Wealth Management, LLC | 0.00% | Reduce -3.7% | 3,852 | $288K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | No change | 3,831 | $286K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Add +9.3% | 3,830 | $286K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -7.8% | 3,768 | $282K |
| Westshore Wealth, LLC | 0.12% | New | 3,708 | $277K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.3% | 3,700 | $277K |
| Modern Wealth Management, LLC | 0.02% | No change | 3,693 | $276K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -1.0% | 3,621 | $271K |
| Strid Group, LLC | 0.04% | Add +3.3% | 3,559 | $266K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -11.6% | 3,556 | $266K |
| Savant Capital, LLC | 0.00% | New | 3,433 | $257K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,429 | $256K |
| New Capital Management LP | 0.08% | Add +0.7% | 3,420 | $256K |
| Altrius Capital Management Inc | 0.07% | Add +0.1% | 3,414 | $255K |
| Weitzel Financial Services, Inc. | 0.13% | Add +17.8% | 3,374 | $252K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -43.5% | 3,316 | $248K |
| HB Wealth Management, LLC | 0.00% | Add +8.6% | 3,306 | $247K |
| Choice Wealth Advisors LLC | 0.13% | Add +4.5% | 3,217 | $241K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.4% | 3,165 | $237K |
| Cardinal Point Capital Management ULC | 0.04% | New | 3,124 | $234K |
| My Legacy Advisors, LLC | 0.07% | Reduce -38.7% | 3,107 | $232K |
| Realta Investment Advisors | 0.05% | Add +10.8% | 3,085 | $231K |
| TNF LLC | 0.08% | Add +2.4% | 3,094 | $230K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,069 | $230K |
| Guardian Financial Partners, LLC | 0.15% | Add +0.3% | 3,065 | $229K |
| Well Done, LLC | 0.05% | Add +4.9% | 3,052 | $228K |
| TL Private Wealth | 0.10% | Add +2.0% | 2,947 | $227K |
| Family Wealth Partners, LLC | 0.12% | Reduce -13.8% | 3,019 | $226K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,000 | $224K |
| Annex Advisory Services, LLC | 0.01% | Reduce -4.6% | 2,976 | $223K |
| Mayfair Advisory Group, LLC | 0.15% | New | 2,905 | $222K |
| Cora Capital Advisors LLC | 0.11% | No change | 2,942 | $220K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.3% | 2,922 | $219K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.3% | 2,917 | $218K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,876 | $215K |
| Bay Harbor Wealth Management, LLC | 0.07% | Add +3.4% | 2,870 | $215K |
| Fifth Third Bancorp | 0.00% | Reduce -22.0% | 2,866 | $214K |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 2,844 | $213K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,937 | $210K |
| Nvwm, LLC | 0.05% | Add +4.3% | 2,750 | $206K |
| Signaturefd, LLC | 0.00% | Add +0.3% | 2,729 | $204K |
| TPG Financial Advisors, LLC | 0.10% | — | 2,715 | $203K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 2,505 | $187K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.1% | 2,498 | $187K |
| Parallel Advisors, LLC | 0.00% | Reduce -45.4% | 2,246 | $168K |
| FMR LLC | 0.00% | No change | 2,012 | $150K |
| Mather Group, Llc. | 0.00% | Add +112.5% | 2,029 | $149K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -14.2% | 1,694 | $127K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 1,600 | $120K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 1,518 | $113K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 1,501 | $112K |
| Centaurus Financial, Inc. | 0.01% | Add +0.3% | 1,455 | $109K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,440 | $108K |
| CarsonAllaria Wealth Management, Ltd. | 0.06% | Add +0.2% | 1,416 | $106K |
| American Capital Advisory, LLC | 0.07% | Reduce -25.1% | 1,478 | $102K |
| Global Financial Private Client, LLC | 0.04% | No change | 1,325 | $99K |
| Cwm, LLC | 0.00% | Reduce -7.5% | 1,327 | $99K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -7.5% | 1,279 | $96K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.3% | 1,153 | $86K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | Add +3.2% | 962 | $72K |
| Concord Wealth Partners | 0.01% | Add +0.1% | 942 | $70K |
| US Bancorp \de | 0.00% | Reduce -7.8% | 821 | $61K |
| Lindbrook Capital, LLC | 0.01% | No change | 820 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.6% | 732 | $55K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 731 | $55K |
| CKW Financial Group | 0.01% | Reduce -33.1% | 726 | $54K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 691 | $52K |
| NBT Bank, N.A. | 0.00% | No change | 683 | $51K |
| Hobbs Group Advisors, LLC | 0.02% | — | 565 | $42K |
| Larson Financial Group LLC | 0.00% | Add +5460.0% | 556 | $42K |
| Gradient Investments LLC | 0.00% | New | 509 | $38K |
| Activest Wealth Management | 0.01% | No change | 499 | $37K |
| GAMMA Investing LLC | 0.01% | No change | 495 | $37K |
| Hantz Financial Services, Inc. | 0.00% | New | 467 | $35K |
| Continuum Advisory, LLC | 0.00% | No change | 450 | $34K |
| Macroview Investment Management LLC | 0.03% | Add +0.2% | 437 | $33K |
| Logan Capital Management Inc. | 0.00% | No change | 432 | $32K |
| Jones Financial Companies LLLP | 0.00% | No change | 352 | $26K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 338 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | Add +102.7% | 304 | $23K |
| CGC Financial Services, LLC | 0.01% | No change | 271 | $20K |
| Aspire Private Capital, LLC | 0.01% | Reduce -25.1% | 269 | $20K |
| North Star Investment Management Corp. | 0.00% | Add +14.0% | 244 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 231 | $17K |
| National Bank of Canada | 0.00% | No change | 222 | $17K |
| ORG Partners LLC | 0.00% | New | 217 | $16K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +10.5% | 189 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +35.1% | 181 | $14K |
| Elevate Wealth Advisory, Inc. | 0.01% | Reduce -86.7% | 175 | $13K |
| Transcendent Capital Group LLC | 0.01% | Add +0.6% | 173 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 156 | $12K |
| Creekmur Asset Management LLC | 0.00% | Add +0.7% | 155 | $12K |
| Register Financial Advisors LLC | 0.00% | No change | 123 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 122 | $9K |
| AllSquare Wealth Management LLC | 0.01% | No change | 118 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.5% | 105 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 104 | $8K |
| Horizon Financial Services, LLC | 0.00% | Reduce -3.8% | 101 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $8K |
| Anchor Investment Management, LLC | 0.00% | New | 100 | $7K |
| Spire Wealth Management | 0.00% | No change | 88 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 76 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 72 | $5K |
| Addison Advisors LLC | 0.00% | No change | 63 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $5K |
| Bank of Montreal | 0.00% | No change | 61 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +1.9% | 55 | $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 |
| Unique Wealth Strategies, LLC | 0.00% | New | 34 | $2K |
| Ballast Advisors LLC | 0.00% | No change | 32 | $2K |
| Ancora Advisors LLC | 0.00% | Reduce -48.4% | 32 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 30 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 24 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 15 | $1K |
| Chris Bulman Inc | 0.00% | — | 12 | $897 |
| Creative Financial Designs Inc. | 0.00% | No change | 12 | $897 |
| Paladin Advisory Group, LLC | 0.00% | No change | 8 | $598 |
| Triad Wealth Partners, LLC | 0.00% | New | 5 | $374 |
| Opal Wealth Advisors, LLC | 0.00% | New | 4 | $300 |
| Milestone Investment Advisors LLC | 0.00% | New | 4 | $300 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -25.0% | 3 | $224 |
"% 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.