iShares Core 80/20 AggressivAOAETF
13F holders, Q3 2024 (September 30)319holders +3
28new positions
29sold out
2famous investors
$57.39avg. 13F price*
At the end of Q3 2024, 319 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 3 from Q2 2024. 28 opened new positions and 29 sold out. The largest holders were Rockefeller Capital Management L.P. ($40.6M), Assetmark, Inc. ($21.8M) and Cambridge Investment Research Advisors, Inc. ($15.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $9.7M |
| Exits | 29 | $14.6M |
All 13F filers, Q2 2024 → Q3 2024: 364,624 shares bought and 458,825 shares sold, net −94,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| Rockefeller Capital Management L.P. | 0.11% | Add +7.5% | 514,677 | $40.6M |
| Assetmark, Inc. | 0.06% | Add +0.5% | 275,972 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.9% | 191,689 | $15.1M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Reduce -5.9% | 158,841 | $12.5M |
| LPL Financial LLC | 0.01% | Add +6.9% | 149,386 | $11.8M |
| Waverly Advisors, LLC | 0.21% | Add +2.3% | 144,966 | $11.4M |
| LBMC Investment Advisors, LLC | 0.87% | Reduce -0.5% | 139,246 | $11.0M |
| Bank of America Corp. | 0.00% | Add +1.1% | 134,694 | $10.6M |
| Patton Albertson Miller Group, LLC | 1.21% | Add +1.8% | 112,437 | $8.9M |
| Morgan Stanley | 0.00% | Add +10.4% | 101,505 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +61.7% | 100,449 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.2% | 96,396 | $7.6M |
| Legacy Financial Group LLC | 1.40% | Add +11.1% | 92,408 | $7.3M |
| GeoWealth Management, LLC | 0.23% | Reduce -60.7% | 83,753 | $6.6M |
| Ellenbecker Investment Group | 1.19% | Add +7.3% | 79,473 | $6.3M |
| Unique Wealth, LLC | 1.43% | Reduce 0.0% | 79,161 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.5% | 76,344 | $6.0M |
| Wealth Alliance, LLC | 0.62% | Add +0.1% | 65,933 | $5.2M |
| Financial Advocates Investment Management | 0.29% | Add +51.2% | 58,043 | $5.2M |
| Aveo Capital Partners, LLC | 0.54% | Add +4.7% | 64,705 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -1.2% | 63,329 | $5.0M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -8.0% | 61,235 | $4.8M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -16.1% | 60,557 | $4.8M |
| Clearstead Advisors, LLC | 0.07% | Add +0.5% | 59,669 | $4.7M |
| Consilium Wealth Advisory, LLC | 2.54% | Add +1.7% | 59,011 | $4.7M |
| Northwest Wealth Management, LLC | 1.06% | Reduce -16.9% | 57,512 | $4.5M |
| Jim Saulnier & Associates, LLC | 4.26% | — | 55,176 | $4.4M |
| Archvest Wealth Advisors, Inc. | 2.69% | Add +1.7% | 53,691 | $4.2M |
| Fort Henry Capital, LLC | 2.43% | Add +2.4% | 45,271 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.7% | 44,482 | $3.5M |
| Ritholtz Wealth Management | 0.10% | Reduce -3.6% | 44,132 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | No change | 43,788 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 40,490 | $3.2M |
| Prosperity Consulting Group, LLC | 0.24% | Add +31.6% | 39,183 | $3.1M |
| Old Mission Capital LLC | 0.07% | New | 39,099 | $3.1M |
| SteelPeak Wealth, LLC | 0.13% | Add +2.0% | 38,553 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +34.9% | 37,813 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +52.7% | 37,105 | $2.9M |
| Canal Capital Management, LLC | 0.46% | Reduce -0.3% | 36,858 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.8% | 36,729 | $2.9M |
| Weaver Consulting Group | 0.86% | Add +0.8% | 34,374 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.3% | 33,777 | $2.7M |
| Marino, Stram & Associates LLC | 0.59% | Add +0.0% | 33,246 | $2.6M |
| Allworth Financial LP | 0.01% | Add +0.1% | 29,645 | $2.3M |
| Archford Capital Strategies, LLC | 0.35% | Reduce -2.8% | 29,533 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.3% | 29,454 | $2.3M |
| Trilogy Capital Inc. | 0.11% | Reduce -16.9% | 28,298 | $2.2M |
| NorthStar Asset Management LLC | 1.48% | Add +0.0% | 2,194,136 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -2.9% | 27,453 | $2.2M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -0.5% | 27,308 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -1.7% | 27,588 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +0.6% | 27,019 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 27,013 | $2.1M |
| Plan Group Financial, LLC | 1.11% | Reduce -0.9% | 26,598 | $2.1M |
| Brookstone Capital Management | 0.03% | Reduce -4.0% | 26,439 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | New | 26,227 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 26,124 | $2.1M |
| ODonnell Financial Services, LLC | 0.83% | Add +3.2% | 25,819 | $2.0M |
| Wealth Forward, LLC | 1.42% | Add +13.9% | 25,680 | $2.0M |
| Strategic Advocates LLC | 0.72% | Add +6.5% | 25,475 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -4.1% | 24,922 | $2.0M |
| RTD Financial Advisors, Inc. | 0.24% | Add +0.9% | 24,489 | $1.9M |
| Syverson Strege & Co | 0.63% | Reduce -10.2% | 23,751 | $1.9M |
| Peregrine Asset Advisers, Inc. | 0.64% | Reduce -0.2% | 23,681 | $1.9M |
| UBS Group AG | 0.00% | Add +0.4% | 23,549 | $1.9M |
| Arcus Capital Partners, LLC | 0.65% | Reduce -1.7% | 22,748 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -4.5% | 22,441 | $1.8M |
| Buttonwood Financial Group, LLC | 1.06% | Add +1.4% | 22,344 | $1.8M |
| Greystone Financial Group, LLC | 0.31% | Add +0.4% | 22,250 | $1.8M |
| Somnio Financial Group, LLC | 1.41% | Reduce -0.1% | 21,917 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.24% | Add +7.5% | 21,365 | $1.7M |
| Visionary Wealth Advisors | 0.10% | Reduce -2.1% | 20,728 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 20,353 | $1.6M |
| Westmount Partners, LLC | 0.48% | Reduce -1.6% | 20,266 | $1.6M |
| Capital Insight Partners, LLC | 0.28% | Add +1.9% | 19,936 | $1.6M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -5.8% | 19,720 | $1.6M |
| Mariner, LLC | 0.00% | Add +3.7% | 18,343 | $1.4M |
| Cynosure Group, LLC | 0.21% | No change | 18,228 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.1% | 17,945 | $1.4M |
| CGN Advisors LLC | 0.14% | Add +4.0% | 17,485 | $1.4M |
| FinTrust Capital Advisors, LLC | 0.23% | Add +1.4% | 17,385 | $1.4M |
| One Capital Management, LLC | 0.04% | Reduce -3.0% | 17,283 | $1.4M |
| Corrigan Financial, Inc. | 0.30% | Add +2.6% | 16,306 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.26% | Add +1.9% | 16,296 | $1.3M |
| TRUE Private Wealth Advisors | 0.15% | Add +3.1% | 16,176 | $1.3M |
| Summit Wealth Partners, LLC | 0.24% | Add +8.3% | 15,524 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.0% | 15,362 | $1.2M |
| Tempus Wealth Planning, LLC | 0.44% | Add +14.0% | 15,195 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.70% | Reduce -1.0% | 15,069 | $1.2M |
| Waterloo Capital, L.P. | 0.13% | Add +50.3% | 14,964 | $1.2M |
| Cornerstone Planning Group LLC | 0.29% | Reduce -6.7% | 14,061 | $1.1M |
| Creative Planning | 0.00% | Reduce -0.6% | 13,473 | $1.1M |
| Insight Advisors, LLC/ PA | 0.18% | Add +0.8% | 13,451 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +6.3% | 13,354 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +0.8% | 13,301 | $1.0M |
| Mainsail Asset Management, LLC | 0.76% | Add +16.9% | 13,049 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.6% | 13,049 | $1.0M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -1.1% | 12,313 | $972K |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -7.0% | 12,385 | $966K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 11,898 | $939K |
"% 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.