iShares Core 80/20 AggressivAOAETF
13F holders, Q4 2024 (December 31)347holders +28
29new positions
20sold out
1famous investor
$59.42avg. 13F price*
At the end of Q4 2024, 347 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 28 from Q3 2024. 29 opened new positions and 20 sold out. The largest holders were Wells Fargo & Company ($49.1M), Rockefeller Capital Management L.P. ($39.4M) and Stifel Financial Corp. ($23.5M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $22.0M |
| Exits | 20 | $7.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,664,991 shares bought and 297,256 shares sold, net +1,367,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| Wells Fargo & Company | 0.01% | Add +538.1% | 640,922 | $49.1M |
| Rockefeller Capital Management L.P. | 0.10% | Add +0.0% | 514,729 | $39.4M |
| Stifel Financial Corp. | 0.02% | Add +710.5% | 306,454 | $23.5M |
| Assetmark, Inc. | 0.06% | Reduce -1.2% | 272,646 | $20.9M |
| Raymond James Financial Inc. | 0.01% | — | 268,813 | $20.6M |
| Morgan Stanley | 0.00% | Add +159.0% | 262,910 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.4% | 185,151 | $14.2M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Add +0.6% | 159,818 | $12.2M |
| LPL Financial LLC | 0.00% | Add +6.2% | 158,671 | $12.2M |
| Waverly Advisors, LLC | 0.17% | Reduce -1.0% | 143,522 | $11.0M |
| LBMC Investment Advisors, LLC | 0.83% | Reduce -1.1% | 137,655 | $10.5M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 130,021 | $10.0M |
| GeoWealth Management, LLC | 0.32% | Add +52.6% | 127,810 | $9.8M |
| Patton Albertson Miller Group, LLC | 1.11% | Reduce -3.4% | 108,597 | $8.3M |
| Ellenbecker Investment Group | 1.45% | Add +33.0% | 105,723 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.7% | 92,813 | $7.1M |
| Legacy Financial Group LLC | 1.13% | Reduce -1.8% | 90,789 | $7.0M |
| Jim Saulnier & Associates, LLC | 5.27% | Add +44.4% | 79,696 | $6.1M |
| Unique Wealth, LLC | 1.22% | Reduce -3.3% | 76,529 | $5.9M |
| Essential Planning, LLC. | 0.04% | New | 73,855 | $5.8M |
| Foundations Investment Advisors, LLC | 0.11% | Add +18.3% | 72,432 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +11.2% | 70,430 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +243.1% | 69,830 | $5.3M |
| Aveo Capital Partners, LLC | 0.56% | Add +3.4% | 66,915 | $5.1M |
| Financial Advocates Investment Management | 0.29% | Add +14.9% | 66,673 | $5.1M |
| VCI Wealth Management LLC | 2.12% | New | 65,331 | $5.0M |
| Wealth Alliance, LLC | 0.59% | Reduce -1.7% | 64,800 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +85.5% | 62,647 | $4.8M |
| Clearstead Advisors, LLC | 0.07% | Add +5.0% | 62,635 | $4.8M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +2.1% | 61,831 | $4.7M |
| Northwest Wealth Management, LLC | 0.96% | Add +2.9% | 59,188 | $4.5M |
| Consilium Wealth Advisory, LLC | 2.16% | Reduce -0.0% | 58,994 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +21.9% | 54,245 | $4.3M |
| Archvest Wealth Advisors, Inc. | 2.94% | Reduce -1.6% | 52,855 | $4.0M |
| Fort Henry Capital, LLC | 2.49% | Add +0.5% | 45,484 | $3.5M |
| Ritholtz Wealth Management | 0.10% | Reduce -0.6% | 43,877 | $3.4M |
| Prosperity Consulting Group, LLC | 0.25% | Add +10.7% | 43,368 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +63.0% | 42,755 | $3.3M |
| Elevation Capital Advisory, LLC | 1.39% | New | 42,484 | $3.3M |
| SteelPeak Wealth, LLC | 0.13% | Add +5.8% | 40,794 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 40,484 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +962.3% | 39,315 | $3.0M |
| Canal Capital Management, LLC | 0.46% | Add +1.1% | 37,256 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +292.6% | 36,039 | $2.8M |
| Weaver Consulting Group | 0.82% | Add +0.9% | 34,701 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.5% | 34,360 | $2.6M |
| Marino, Stram & Associates LLC | 0.56% | Reduce -0.2% | 33,166 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -59.7% | 30,782 | $2.4M |
| Trilogy Capital Inc. | 0.12% | Add +6.9% | 30,241 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -0.9% | 29,381 | $2.3M |
| Perigon Wealth Management, LLC | 0.06% | Add +8.5% | 29,634 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 29,239 | $2.2M |
| NorthStar Asset Management LLC | 1.41% | Add +0.0% | 2,194,138 | $2.2M |
| Archford Capital Strategies, LLC | 0.33% | Reduce -2.5% | 28,788 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +3.1% | 28,442 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +1.3% | 27,804 | $2.1M |
| Wealth Forward, LLC | 1.50% | Add +7.8% | 27,695 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -0.4% | 26,921 | $2.1M |
| ODonnell Financial Services, LLC | 0.85% | Add +1.8% | 26,284 | $2.0M |
| RTD Financial Advisors, Inc. | 0.26% | Add +6.0% | 25,956 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Add +4.0% | 25,920 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -5.0% | 24,811 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -7.4% | 24,488 | $1.9M |
| Buttonwood Financial Group, LLC | 1.04% | Add +6.2% | 23,720 | $1.9M |
| Syverson Strege & Co | 0.62% | Add +2.0% | 24,219 | $1.9M |
| Strategic Advocates LLC | 0.62% | Reduce -5.3% | 24,114 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.3% | 23,970 | $1.8M |
| UBS Group AG | 0.00% | Add +1.4% | 23,885 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.64% | Reduce -3.9% | 22,763 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -39.2% | 22,556 | $1.7M |
| Somnio Financial Group, LLC | 1.38% | Add +2.5% | 22,458 | $1.7M |
| Westmount Partners, LLC | 0.52% | Add +9.7% | 22,233 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 22,031 | $1.7M |
| Greystone Financial Group, LLC | 0.29% | Reduce -1.3% | 21,972 | $1.7M |
| Arcus Capital Partners, LLC | 0.52% | Reduce -2.4% | 22,214 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Reduce -2.1% | 20,923 | $1.6M |
| Venturi Wealth Management, LLC | 0.07% | Add +0.7% | 19,864 | $1.5M |
| Plan Group Financial, LLC | 0.80% | Reduce -25.5% | 19,813 | $1.5M |
| Capital Insight Partners, LLC | 0.26% | Reduce -1.0% | 19,734 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Reduce -6.2% | 19,454 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +91.9% | 18,586 | $1.4M |
| Cynosure Group, LLC | 0.21% | No change | 18,228 | $1.4M |
| CGN Advisors LLC | 0.13% | Add +3.3% | 18,066 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.27% | Add +6.1% | 17,288 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -6.0% | 17,241 | $1.3M |
| One Capital Management, LLC | 0.04% | Reduce -0.3% | 17,229 | $1.3M |
| TRUE Private Wealth Advisors | 0.15% | Reduce -1.4% | 15,952 | $1.2M |
| Motley Fool Wealth Management, LLC | 0.06% | New | 15,830 | $1.2M |
| Tempus Wealth Planning, LLC | 0.37% | Add +3.5% | 15,732 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.7% | 15,669 | $1.2M |
| Corrigan Financial, Inc. | 0.27% | Reduce -4.3% | 15,605 | $1.2M |
| Summit Wealth Partners, LLC | 0.24% | Reduce -0.9% | 15,380 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.71% | Add +0.1% | 15,080 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +11.9% | 14,946 | $1.1M |
| Cornerstone Planning Group LLC | 0.27% | Add +0.2% | 14,089 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.03% | — | 13,958 | $1.1M |
| BlueStem Wealth Partners, LLC | 0.14% | — | 13,908 | $1.1M |
| Centerline Wealth Advisors, LLC | 0.62% | — | 13,825 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.14% | Reduce -0.2% | 13,273 | $1.0M |
| Creative Planning | 0.00% | Reduce -1.5% | 13,267 | $1.0M |
"% 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.