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 |
| Diversified Trust Co. | 0.02% | Reduce -10.7% | 11,592 | $915K |
| Raymond James & Associates | 0.00% | Add +6.9% | 11,573 | $913K |
| Lodestar Private Asset Management LLC | 0.11% | Add +5.9% | 11,284 | $890K |
| AdvisorNet Financial, Inc | 0.07% | Reduce -2.9% | 11,217 | $885K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +9.1% | 10,986 | $867K |
| Citadel Advisors | 0.00% | Reduce -58.9% | 10,812 | $853K |
| Lido Advisors, LLC | 0.01% | No change | 10,119 | $798K |
| Avior Wealth Management, LLC | 0.03% | Reduce -6.8% | 10,084 | $796K |
| Efficient Advisors, LLC | 0.05% | Reduce -0.9% | 10,078 | $795K |
| High Falls Advisors, Inc | 0.18% | Add +8.5% | 10,048 | $793K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +14.7% | 9,683 | $764K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.9% | 9,663 | $761K |
| Valmark Advisers, Inc. | 0.01% | Add +1.8% | 9,494 | $749K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 9,179 | $724K |
| Western Wealth Management, LLC | 0.04% | Add +75.5% | 9,099 | $718K |
| Brighton Jones LLC | 0.03% | Add +7.6% | 9,095 | $718K |
| Syntrinsic LLC | 0.24% | Add +1.4% | 9,422 | $717K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.6% | 9,020 | $708K |
| Wealthquest Corp | 0.06% | Reduce -2.0% | 9,017 | $708K |
| Cypress Capital, LLC | 0.18% | Reduce -5.7% | 8,798 | $694K |
| Courage Miller Partners, LLC | 0.23% | Reduce -6.0% | 8,709 | $687K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.6% | 8,526 | $673K |
| Trivium Point Advisory, LLC | 0.09% | Add +2.7% | 8,540 | $668K |
| Marshall Financial Group Inc. | 0.20% | Add +1.8% | 8,386 | $662K |
| Mgo One Seven LLC | 0.03% | Reduce -6.6% | 8,365 | $660K |
| Integrity Financial Corp | 0.38% | Reduce -7.9% | 8,191 | $646K |
| Maia Wealth LLC | 0.16% | Add +3.3% | 8,138 | $634K |
| Fidato Wealth LLC | 0.49% | Add +3.6% | 7,706 | $608K |
| Mountain Capital Investment Advisors Inc. | 0.13% | Add +6.2% | 7,510 | $589K |
| AE Wealth Management LLC | 0.01% | Reduce -13.2% | 7,444 | $587K |
| Marion Wealth Management | 0.15% | Add +3.1% | 7,190 | $567K |
| Orin Green Financial, LLC | 0.24% | Reduce -2.7% | 7,187 | $567K |
| Boston Standard Wealth Management, LLC | 0.11% | Reduce -0.2% | 7,119 | $562K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -14.8% | 7,089 | $559K |
| SimpliFi, Inc. | 0.25% | Reduce -11.3% | 7,075 | $558K |
| JNBA Financial Advisors | 0.06% | Reduce -3.0% | 7,044 | $556K |
| World Equity Group, Inc. | 0.20% | Reduce -25.4% | 7,024 | $554K |
| Equitable Holdings, Inc. | 0.01% | New | 6,991 | $552K |
| Aspiriant, LLC | 0.02% | Add +2.2% | 6,955 | $549K |
| Great Point Wealth Advisors, LLC | 0.12% | No change | 6,938 | $547K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.8% | 6,506 | $513K |
| Lane & Associates LLC | 0.28% | Reduce -0.6% | 6,456 | $509K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.4% | 6,452 | $509K |
| Sugarloaf Wealth Management, LLC | 0.08% | Reduce -1.3% | 6,222 | $491K |
| Tarbox Family Office, Inc. | 0.08% | Add +0.5% | 6,047 | $477K |
| Cape Investment Advisory, Inc. | 0.19% | Add +0.1% | 6,040 | $477K |
| West Wealth Group, LLC | 0.15% | Reduce -4.0% | 5,902 | $466K |
| Advisory Services Network, LLC | 0.01% | No change | 6,173 | $462K |
| RFP Financial Group LLC | 0.15% | Add +9.7% | 5,716 | $451K |
| Klingman & Associates, LLC | 0.03% | No change | 5,604 | $442K |
| IFP Advisors, Inc | 0.02% | Add +269.1% | 5,540 | $437K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -12.0% | 5,471 | $432K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.7% | 5,384 | $425K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,370 | $424K |
| Moss Adams Wealth Advisors LLC | 0.05% | Add +17.1% | 5,345 | $422K |
| Aquire Wealth Advisors, LLC | 0.13% | Add +4.1% | 5,297 | $418K |
| CENTRAL TRUST Co | 0.01% | Add +14.4% | 5,286 | $417K |
| Source Financial Advisors LLC | 0.12% | Reduce -2.7% | 5,262 | $415K |
| Arax Advisory Partners | 0.04% | Reduce -37.3% | 5,246 | $414K |
| Integrity Wealth Solutions LLC | 0.24% | Add +9.0% | 5,244 | $414K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.4% | 5,100 | $402K |
| Arbor Investment Advisors, LLC | 0.05% | Add +13.4% | 5,080 | $401K |
| SWP Financial LLC | 0.24% | Reduce -0.5% | 5,077 | $401K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +1.4% | 5,073 | $400K |
| Gallacher Capital Management LLC | 0.18% | Add +8.3% | 4,997 | $394K |
| Gould Capital, LLC | 0.26% | Reduce -0.9% | 4,918 | $388K |
| Regal Investment Advisors LLC | 0.03% | Add +1.5% | 4,777 | $377K |
| Renaissance Technologies | 0.00% | Add +1.1% | 4,753 | $375K |
| Secured Retirement Advisors, LLC | 0.27% | Add +1.4% | 4,734 | $374K |
| Root Financial Partners, LLC | 0.06% | New | 4,708 | $372K |
| Topel & Distasi Wealth Management, LLC | 0.15% | Add +22.3% | 4,683 | $370K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Add +5.5% | 4,672 | $369K |
| Harbour Investments, Inc. | 0.01% | Add +4.0% | 4,666 | $368K |
| Divergent Planning, LLC | 0.14% | Add +20.6% | 4,697 | $368K |
| Comerica Bank | 0.00% | Reduce -13.9% | 4,656 | $367K |
| ABLE Financial Group, LLC | 0.11% | Add +0.5% | 4,540 | $358K |
| Equita Financial Network, Inc. | 0.13% | New | 4,442 | $351K |
| Signet Financial Management, LLC | 0.04% | New | 4,426 | $349K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 4,327 | $341K |
| Atlas Private Wealth Advisors | 0.05% | Add +11.6% | 4,322 | $341K |
| BCGM Wealth Management, LLC | 0.11% | Add +3.2% | 4,276 | $337K |
| Philip James Wealth Mangement, LLC | 0.04% | Add +2.3% | 4,128 | $326K |
| Financial Strategies Group, Inc. | 0.08% | Add +3.0% | 4,106 | $324K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -6.0% | 4,097 | $323K |
| HB Wealth Management, LLC | 0.00% | Add +23.0% | 4,066 | $321K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.9% | 4,041 | $319K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 4,000 | $316K |
| Modera Wealth Management, LLC | 0.00% | Add +3.5% | 3,988 | $315K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | No change | 3,831 | $302K |
| CX Institutional | 0.01% | Reduce -16.4% | 3,758 | $297K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.7% | 3,727 | $294K |
| Client 1ST Advisory Group, LLC | 0.12% | Reduce -4.5% | 3,717 | $293K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 3,701 | $292K |
| Napa Wealth Management | 0.14% | Reduce -10.2% | 3,728 | $288K |
| Mascoma Wealth Management LLC | 0.07% | Add +0.9% | 3,653 | $288K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.6% | 3,629 | $286K |
| Strid Group, LLC | 0.04% | Add +0.3% | 3,569 | $282K |
| Westshore Wealth, LLC | 0.12% | Reduce -3.8% | 3,567 | $281K |
| Saxony Capital Management, LLC | 0.26% | New | 3,543 | $280K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -6.8% | 3,511 | $277K |
| New Capital Management LP | 0.08% | Add +1.5% | 3,470 | $274K |
| Sanctuary Advisors, LLC | 0.00% | Add +18.0% | 3,465 | $272K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 3,441 | $272K |
| Elios Financial Group Inc. | 0.13% | — | 3,436 | $271K |
| Weitzel Financial Services, Inc. | 0.13% | Add +1.8% | 3,436 | $270K |
| Landmark Wealth Management, LLC | 0.12% | New | 3,384 | $267K |
| Hobbs Group Advisors, LLC | 0.10% | Add +496.1% | 3,368 | $266K |
| Strategic Blueprint, LLC | 0.02% | New | 3,349 | $264K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 3,321 | $262K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -7.2% | 3,301 | $260K |
| Silver Oak Securities, Incorporated | 0.03% | New | 3,261 | $257K |
| Altrius Capital Management Inc | 0.06% | Reduce -5.4% | 3,231 | $255K |
| Choice Wealth Advisors LLC | 0.13% | Reduce -0.8% | 3,191 | $252K |
| Well Done, LLC | 0.05% | Add +4.5% | 3,189 | $252K |
| Summit Trail Advisors, LLC | 0.01% | Add +5.2% | 3,157 | $249K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,069 | $242K |
| Lazari Capital Management, Inc. | 0.10% | New | 3,056 | $241K |
| Family Wealth Partners, LLC | 0.12% | Add +0.9% | 3,046 | $240K |
| TL Private Wealth | 0.11% | Add +4.4% | 3,076 | $239K |
| Truist Financial Corp. | 0.00% | Add +4.2% | 2,964 | $234K |
| Annex Advisory Services, LLC | 0.01% | Reduce -0.9% | 2,949 | $233K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.7% | 2,943 | $232K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.7% | 2,938 | $232K |
| Nvwm, LLC | 0.06% | Add +6.7% | 2,933 | $231K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 2,905 | $228K |
| Bay Harbor Wealth Management, LLC | 0.07% | Add +0.1% | 2,874 | $227K |
| Fifth Third Bancorp | 0.00% | Add +0.2% | 2,871 | $227K |
| Cooper/Haims Advisors, LLC | 0.12% | New | 2,866 | $226K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,858 | $225K |
| TPG Financial Advisors, LLC | 0.10% | Add +3.5% | 2,811 | $222K |
| Bellwether Advisors, LLC | 0.04% | New | 2,759 | $218K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 2,748 | $217K |
| HUB Investment Partners, LLC | 0.01% | Reduce -51.6% | 2,725 | $215K |
| Cora Capital Advisors LLC | 0.10% | Reduce -11.1% | 2,617 | $207K |
| McNamara Financial Services, Inc. | 0.04% | New | 2,607 | $206K |
| Keebeck Wealth Management | 0.03% | New | 2,578 | $203K |
| ONE Advisory Partners, LLC | 0.09% | New | 2,542 | $201K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.1% | 2,503 | $198K |
| National Bank of Canada | 0.00% | Add +1024.3% | 2,496 | $197K |
| CoreCap Advisors, LLC | 0.01% | New | 2,290 | $181K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.3% | 2,267 | $179K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.3% | 2,127 | $168K |
| FMR LLC | 0.00% | Add +0.1% | 2,013 | $159K |
| Mather Group, Llc. | 0.00% | Reduce -2.8% | 1,973 | $156K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.4% | 1,827 | $144K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.6% | 1,822 | $144K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | Add +23.7% | 1,751 | $138K |
| American Capital Advisory, LLC | 0.07% | Add +9.0% | 1,611 | $127K |
| Citigroup Inc. | 0.00% | No change | 1,600 | $126K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,455 | $115K |
| Global Financial Private Client, LLC | 0.04% | No change | 1,325 | $105K |
| Founders Financial Alliance, LLC | 0.03% | No change | 1,279 | $101K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.7% | 1,161 | $92K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $82K |
| Concord Wealth Partners | 0.01% | Add +0.5% | 947 | $75K |
| Cwm, LLC | 0.00% | Reduce -32.5% | 896 | $71K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -7.2% | 893 | $70K |
| Jones Financial Companies LLLP | 0.00% | Add +148.3% | 874 | $69K |
| Blair William & Co. | 0.00% | Reduce -40.8% | 853 | $67K |
| US Bancorp \de | 0.00% | No change | 821 | $65K |
| Lindbrook Capital, LLC | 0.01% | No change | 820 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.2% | 741 | $58K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 731 | $58K |
| CKW Financial Group | 0.01% | Add +0.7% | 731 | $57K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 691 | $55K |
| Tradewinds Capital Management, LLC | 0.01% | New | 685 | $54K |
| Continuum Advisory, LLC | 0.01% | Add +42.2% | 640 | $50K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 560 | $44K |
| Activest Wealth Management | 0.01% | No change | 499 | $39K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $39K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Add +31.9% | 446 | $35K |
| Macroview Investment Management LLC | 0.03% | Add +0.7% | 440 | $35K |
| Logan Capital Management Inc. | 0.00% | No change | 432 | $34K |
| Eastern Bank | 0.00% | New | 430 | $34K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 400 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 361 | $28K |
| Darwin Wealth Management, LLC | 0.01% | New | 322 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.3% | 303 | $24K |
| CGC Financial Services, LLC | 0.01% | No change | 271 | $21K |
| Aspire Private Capital, LLC | 0.01% | No change | 269 | $21K |
| North Star Investment Management Corp. | 0.00% | Add +0.8% | 246 | $19K |
| Geneos Wealth Management Inc. | 0.00% | New | 243 | $19K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +26.5% | 239 | $19K |
| International Assets Investment Management, LLC | 0.00% | Add +0.4% | 232 | $18K |
| ORG Partners LLC | 0.00% | Add +1.8% | 221 | $18K |
| Elevate Wealth Advisory, Inc. | 0.01% | Add +14.3% | 200 | $16K |
| McIlrath & Eck, LLC | 0.00% | Add +8.3% | 196 | $15K |
| WR Wealth Planners, LLC | 0.00% | No change | 156 | $12K |
| Creekmur Asset Management LLC | 0.00% | Add +0.7% | 156 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 130 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 122 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 118 | $9K |
| Fortitude Family Office, LLC | 0.00% | New | 110 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 105 | $8K |
| Horizon Financial Services, LLC | 0.00% | No change | 101 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 104 | $8K |
| Transcendent Capital Group LLC | 0.00% | Reduce -45.7% | 94 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | New | 93 | $7K |
| Spire Wealth Management | 0.00% | No change | 88 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 72 | $6K |
| 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% | No change | 55 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 44 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 44 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 43 | $3K |
| Key Financial Inc | 0.00% | No change | 37 | $3K |
| Ballast Advisors LLC | 0.00% | No change | 32 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $3K |
| FSA Wealth Management LLC | 0.00% | — | 29 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Milestone Investment Advisors LLC | 0.00% | Add +250.0% | 14 | $1K |
| Creative Financial Designs Inc. | 0.00% | Reduce -8.3% | 11 | $868 |
| Paladin Advisory Group, LLC | 0.00% | No change | 8 | $631 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 8 | $0 |
"% 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.