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 |
| Insight Advisors, LLC/ PA | 0.17% | Reduce -1.6% | 13,231 | $1.0M |
| GEN Financial Management, INC. | 0.65% | — | 13,087 | $1.0M |
| Wealthedge Investment Advisors, LLC | 0.45% | — | 13,070 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +8.9% | 12,957 | $993K |
| Lodestar Private Asset Management LLC | 0.12% | Add +11.6% | 12,593 | $965K |
| Mainsail Asset Management, LLC | 0.67% | Reduce -4.7% | 12,438 | $953K |
| Nicolet Advisory Services, LLC | 0.08% | Reduce -3.0% | 12,010 | $909K |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -4.7% | 11,732 | $899K |
| Diversified Trust Co. | 0.02% | Reduce -1.4% | 11,435 | $876K |
| High Falls Advisors, Inc | 0.19% | Add +7.1% | 10,758 | $824K |
| Waterloo Capital, L.P. | 0.09% | Reduce -29.6% | 10,537 | $807K |
| Advisory Services Network, LLC | 0.01% | Add +70.5% | 10,523 | $806K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.4% | 10,094 | $773K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.0% | 10,082 | $772K |
| Integrated Wealth Concepts LLC | 0.01% | Add +84.8% | 9,951 | $762K |
| Stonebridge Financial Group, LLC | 0.08% | — | 9,870 | $756K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 9,693 | $743K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.1% | 9,487 | $727K |
| Efficient Advisors, LLC | 0.05% | Reduce -8.8% | 9,190 | $704K |
| Western Wealth Management, LLC | 0.04% | Add +0.9% | 9,184 | $704K |
| IMA Advisory Services, Inc. | 0.08% | New | 9,369 | $692K |
| Wealthquest Corp | 0.06% | Reduce -1.2% | 8,905 | $682K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.4% | 8,890 | $681K |
| Maia Wealth LLC | 0.15% | Add +6.7% | 8,680 | $679K |
| Savant Capital, LLC | 0.01% | Add +155.1% | 8,779 | $672K |
| MRWM Advisors, LLC | 0.52% | — | 8,739 | $669K |
| Focus Partners Wealth | 0.00% | New | 8,722 | $668K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -22.3% | 8,719 | $668K |
| Courage Miller Partners, LLC | 0.23% | Reduce -1.3% | 8,600 | $659K |
| Brighton Jones LLC | 0.02% | Reduce -5.6% | 8,586 | $658K |
| Mgo One Seven LLC | 0.03% | Add +1.8% | 8,519 | $653K |
| Rothschild Wealth LLC | 0.19% | New | 8,503 | $651K |
| Marshall Financial Group Inc. | 0.20% | Add +1.2% | 8,489 | $650K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -1.4% | 8,419 | $645K |
| Lido Advisors, LLC | 0.00% | Reduce -17.6% | 8,341 | $639K |
| AE Wealth Management LLC | 0.01% | Add +11.6% | 8,304 | $636K |
| World Equity Group, Inc. | 0.14% | Add +18.2% | 8,304 | $636K |
| Integrity Financial Corp | 0.36% | Reduce -0.6% | 8,144 | $624K |
| Fidato Wealth LLC | 0.45% | Add +2.3% | 7,885 | $604K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +10.1% | 7,805 | $598K |
| OneDigital Investment Advisors LLC | 0.01% | Add +42.0% | 7,768 | $595K |
| Equitable Holdings, Inc. | 0.01% | Add +9.2% | 7,631 | $585K |
| Gallacher Capital Management LLC | 0.29% | Add +52.3% | 7,611 | $583K |
| IFG Advisory, LLC | 0.03% | New | 7,517 | $576K |
| Marion Wealth Management | 0.15% | Add +4.0% | 7,479 | $573K |
| Mountain Capital Investment Advisors Inc. | 0.12% | Reduce -3.1% | 7,274 | $565K |
| Boston Standard Wealth Management, LLC | 0.11% | Add +2.0% | 7,260 | $556K |
| Capital A Wealth Management, LLC | 0.92% | — | 7,252 | $556K |
| SimpliFi, Inc. | 0.25% | Add +2.1% | 7,225 | $554K |
| JNBA Financial Advisors | 0.06% | Add +2.2% | 7,200 | $552K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +39.5% | 7,076 | $542K |
| Aspiriant, LLC | 0.02% | Add +0.3% | 6,978 | $535K |
| Great Point Wealth Advisors, LLC | 0.12% | Reduce -0.5% | 6,904 | $529K |
| Renaissance Technologies | 0.00% | Add +43.1% | 6,800 | $521K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +194.5% | 6,677 | $512K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.0% | 6,516 | $499K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.9% | 6,446 | $494K |
| West Wealth Group, LLC | 0.15% | Add +8.1% | 6,381 | $489K |
| Sugarloaf Wealth Management, LLC | 0.09% | Add +0.9% | 6,279 | $481K |
| CX Institutional | 0.02% | Add +65.9% | 6,233 | $478K |
| Lane & Associates LLC | 0.25% | Reduce -6.1% | 6,063 | $476K |
| GWN Securities Inc. | 0.13% | — | 6,127 | $474K |
| Klingman & Associates, LLC | 0.03% | Add +8.5% | 6,079 | $466K |
| Cape Investment Advisory, Inc. | 0.18% | Add +0.3% | 6,059 | $464K |
| Topel & Distasi Wealth Management, LLC | 0.20% | Add +28.6% | 6,023 | $461K |
| Farther Finance Advisors, LLC | 0.02% | Add +702.2% | 5,944 | $455K |
| Harbour Investments, Inc. | 0.01% | Add +20.2% | 5,610 | $430K |
| Sovereign Financial Group, Inc. | 0.10% | Add +36.3% | 5,583 | $428K |
| Aquire Wealth Advisors, LLC | 0.13% | Add +5.0% | 5,564 | $426K |
| Regal Investment Advisors LLC | 0.03% | Add +14.9% | 5,489 | $421K |
| Moss Adams Wealth Advisors LLC | 0.04% | Add +2.3% | 5,467 | $419K |
| Integrity Wealth Solutions LLC | 0.23% | Add +3.9% | 5,450 | $418K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,370 | $411K |
| Tarbox Family Office, Inc. | 0.07% | Reduce -11.5% | 5,350 | $410K |
| RFP Financial Group LLC | 0.16% | Reduce -6.4% | 5,349 | $410K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.1% | 5,283 | $405K |
| ABLE Financial Group, LLC | 0.12% | Add +14.3% | 5,188 | $397K |
| Gould Capital, LLC | 0.26% | Add +0.7% | 4,953 | $379K |
| SWP Financial LLC | 0.23% | Reduce -2.7% | 4,942 | $379K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -3.6% | 4,918 | $377K |
| Marcum Wealth, LLC | 0.03% | New | 4,916 | $377K |
| Atlas Private Wealth Advisors | 0.05% | Add +12.4% | 4,857 | $372K |
| Comerica Bank | 0.00% | Add +3.3% | 4,808 | $368K |
| Atria Investments, Inc | 0.00% | New | 4,799 | $368K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -63.3% | 4,794 | $367K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -7.9% | 4,677 | $358K |
| Divergent Planning, LLC | 0.12% | Add +0.7% | 4,729 | $358K |
| Signet Financial Management, LLC | 0.05% | Add +5.6% | 4,673 | $358K |
| Secured Retirement Advisors, LLC | 0.20% | Reduce -1.8% | 4,651 | $356K |
| MML Investors Services, LLC | 0.00% | New | 4,608 | $353K |
| Westshore Wealth, LLC | 0.14% | Add +28.7% | 4,591 | $352K |
| Frederick Financial Consultants, LLC | 0.28% | — | 4,573 | $350K |
| Global Retirement Partners, LLC | 0.01% | Add +81.9% | 4,552 | $349K |
| Hobbs Group Advisors, LLC | 0.13% | Add +34.8% | 4,540 | $348K |
| MPS Loria Financial Planners, LLC | 0.10% | New | 4,391 | $336K |
| BCGM Wealth Management, LLC | 0.11% | Add +1.6% | 4,344 | $333K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.3% | 4,340 | $332K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Reduce -8.2% | 4,291 | $329K |
| Strategic Blueprint, LLC | 0.02% | Add +26.9% | 4,251 | $326K |
| Susquehanna International Group, LLP | 0.00% | New | 4,251 | $326K |
| Root Financial Partners, LLC | 0.04% | Reduce -10.0% | 4,239 | $325K |
| Independent Advisor Alliance | 0.00% | New | 4,206 | $322K |
| Arax Advisory Partners | 0.02% | Reduce -19.8% | 4,205 | $322K |
| Philip James Wealth Mangement, LLC | 0.04% | Add +1.6% | 4,196 | $321K |
| Financial Strategies Group, Inc. | 0.08% | Add +0.9% | 4,145 | $314K |
| Saxony Capital Management, LLC | 0.28% | Add +15.6% | 4,095 | $314K |
| Harvest Investment Services, LLC | 0.08% | New | 4,087 | $313K |
| Kelly Financial Group LLC | 0.11% | — | 4,083 | $313K |
| Elios Financial Group Inc. | 0.15% | Add +18.4% | 4,069 | $312K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.7% | 4,014 | $308K |
| Modera Wealth Management, LLC | 0.00% | Add +0.3% | 4,001 | $307K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 4,000 | $306K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 3,831 | $293K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +8.9% | 3,825 | $293K |
| Client 1ST Advisory Group, LLC | 0.11% | Add +2.4% | 3,807 | $292K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +4.7% | 3,801 | $291K |
| Weitzel Financial Services, Inc. | 0.14% | Add +10.1% | 3,783 | $291K |
| Acropolis Investment Management, LLC | 0.02% | Add +1.3% | 3,775 | $289K |
| HB Wealth Management, LLC | 0.00% | Reduce -9.6% | 3,676 | $282K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.0% | 3,533 | $279K |
| Strid Group, LLC | 0.04% | Add +0.5% | 3,588 | $275K |
| Janney Capital Management LLC | 0.02% | New | 3,562 | $273K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -4.2% | 3,501 | $268K |
| New Capital Management LP | 0.08% | No change | 3,470 | $266K |
| Bellwether Advisors, LLC | 0.05% | Add +25.7% | 3,469 | $266K |
| Salus Financial Advisors, LLC | 0.21% | — | 3,434 | $263K |
| Sax Wealth Advisors, LLC | 0.02% | Add +3.6% | 3,419 | $262K |
| Well Done, LLC | 0.05% | No change | 3,189 | $252K |
| Choice Wealth Advisors LLC | 0.13% | Add +2.2% | 3,262 | $250K |
| Altrius Capital Management Inc | 0.07% | Add +0.2% | 3,238 | $248K |
| Phillips Wealth Planners LLC | 0.25% | New | 3,265 | $247K |
| Madrid Financial Services | 0.19% | — | 3,195 | $245K |
| Landmark Wealth Management, LLC | 0.11% | Reduce -6.2% | 3,176 | $243K |
| Nvwm, LLC | 0.06% | Add +7.7% | 3,160 | $242K |
| Mayfair Advisory Group, LLC | 0.14% | Add +8.4% | 3,149 | $241K |
| Family Wealth Partners, LLC | 0.11% | Add +0.8% | 3,070 | $235K |
| Atlas Legacy Advisors, LLC | 0.06% | — | 3,065 | $235K |
| Cwm, LLC | 0.00% | Add +237.5% | 3,024 | $232K |
| Aprio Wealth Management, LLC | 0.03% | Add +1.3% | 2,982 | $228K |
| Columbia River Financial Group, LLC | 0.16% | — | 2,984 | $228K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.3% | 2,976 | $228K |
| Annex Advisory Services, LLC | 0.01% | No change | 2,949 | $226K |
| Bay Harbor Wealth Management, LLC | 0.07% | Add +0.3% | 2,884 | $221K |
| Fiduciary Financial Group, LLC | 0.05% | New | 2,904 | $220K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.3% | 2,868 | $220K |
| Martin Worley Group | 0.14% | — | 2,861 | $219K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -6.9% | 2,846 | $218K |
| Truist Financial Corp. | 0.00% | Reduce -4.0% | 2,844 | $218K |
| Zacks Investment Management | 0.00% | New | 2,828 | $217K |
| TPG Financial Advisors, LLC | 0.09% | Reduce -0.6% | 2,794 | $214K |
| Signaturefd, LLC | 0.00% | Add +1.3% | 2,784 | $213K |
| Scotia Capital Inc. | 0.00% | New | 2,776 | $213K |
| Merit Financial Group, LLC | 0.00% | New | 2,758 | $211K |
| Equita Financial Network, Inc. | 0.08% | Reduce -38.3% | 2,740 | $210K |
| HUB Investment Partners, LLC | 0.01% | Add +0.3% | 2,733 | $209K |
| Naples Global Advisors, LLC | 0.02% | Reduce -11.2% | 2,726 | $209K |
| Napa Wealth Management | 0.09% | Reduce -25.3% | 2,784 | $209K |
| TL Private Wealth | 0.09% | Reduce -12.8% | 2,682 | $207K |
| Smith Anglin Financial, LLC | 0.02% | New | 2,694 | $206K |
| Cora Capital Advisors LLC | 0.10% | No change | 2,617 | $200K |
| CoreCap Advisors, LLC | 0.01% | Add +9.6% | 2,510 | $192K |
| National Bank of Canada | 0.00% | Reduce -2.1% | 2,444 | $187K |
| IFP Advisors, Inc | 0.01% | Reduce -57.6% | 2,348 | $180K |
| Longview Financial Advisors LLC | 0.12% | — | 2,263 | $173K |
| Fifth Third Bancorp | 0.00% | Reduce -25.3% | 2,146 | $164K |
| Mather Group, Llc. | 0.00% | No change | 1,973 | $151K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.4% | 1,866 | $143K |
| FMR LLC | 0.00% | Reduce -11.7% | 1,778 | $136K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.8% | 1,706 | $131K |
| Citigroup Inc. | 0.00% | No change | 1,600 | $123K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | Reduce -10.7% | 1,564 | $120K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.8% | 1,465 | $112K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -96.7% | 1,465 | $112K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.3% | 1,450 | $111K |
| Global Financial Private Client, LLC | 0.04% | No change | 1,325 | $102K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.3% | 1,176 | $90K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $79K |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 1,030 | $79K |
| Concord Wealth Partners | 0.01% | Add +1.1% | 957 | $73K |
| Blair William & Co. | 0.00% | Add +10.4% | 942 | $72K |
| American Capital Advisory, LLC | 0.04% | Reduce -45.4% | 880 | $67K |
| MAI Capital Management | 0.00% | New | 879 | $67K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -2.5% | 871 | $67K |
| Richards, Merrill & Peterson, Inc. | 0.03% | — | 859 | $66K |
| US Bancorp \de | 0.00% | No change | 821 | $63K |
| Lindbrook Capital, LLC | 0.01% | No change | 820 | $63K |
| CKW Financial Group | 0.01% | Add +1.0% | 738 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 731 | $56K |
| Blue Trust, Inc. | 0.00% | New | 725 | $56K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 691 | $53K |
| Frisco Financial Planning LLC | 0.05% | — | 654 | $50K |
| Elevate Wealth Advisory, Inc. | 0.04% | Add +224.5% | 649 | $50K |
| Larson Financial Group LLC | 0.00% | Add +1.3% | 567 | $43K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -58.6% | 529 | $41K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Add +17.5% | 524 | $40K |
| Eastern Bank | 0.00% | Add +19.8% | 515 | $39K |
| Activest Wealth Management | 0.01% | No change | 499 | $38K |
| Transce3nd, LLC | 0.01% | — | 497 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $38K |
| Noble Wealth Management PBC | 0.03% | — | 490 | $38K |
| Continuum Advisory, LLC | 0.00% | Reduce -29.7% | 450 | $34K |
| Logan Capital Management Inc. | 0.00% | No change | 432 | $33K |
| EPG Wealth Management LLC | 0.01% | No change | 400 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 361 | $28K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +17.6% | 281 | $22K |
| CGC Financial Services, LLC | 0.01% | Reduce -1.5% | 267 | $20K |
| Tucker Asset Management LLC | 0.00% | New | 253 | $19K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 249 | $19K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 245 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 243 | $19K |
| ORG Partners LLC | 0.00% | Add +3.2% | 228 | $18K |
| Coppell Advisory Solutions LLC | 0.00% | Add +132.3% | 216 | $17K |
| McIlrath & Eck, LLC | 0.00% | Add +8.7% | 213 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +101.0% | 211 | $16K |
| Kestra Investment Management, LLC | 0.00% | New | 174 | $13K |
| Creekmur Asset Management LLC | 0.00% | Add +1.3% | 158 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -49.5% | 153 | $12K |
| Retirement Wealth Solutions LLC | 0.01% | — | 132 | $10K |
| Financial Life Planners | 0.01% | — | 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% | No change | 110 | $8K |
| Nemes Rush Group LLC | 0.00% | Add +1.0% | 105 | $8K |
| Front Row Advisors LLC | 0.00% | New | 105 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $8K |
| Transcendent Capital Group LLC | 0.00% | Add +1.1% | 95 | $7K |
| Spire Wealth Management | 0.00% | No change | 88 | $7K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -76.7% | 75 | $6K |
| 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% | Add +1.6% | 62 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +1.8% | 56 | $4K |
| Horizon Financial Services, LLC | 0.00% | Reduce -46.5% | 54 | $4K |
| Pineridge Advisors LLC | 0.00% | Add +2.3% | 45 | $3K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 44 | $3K |
| Key Financial Inc | 0.00% | No change | 37 | $3K |
| Ballast Advisors LLC | 0.00% | Add +3.1% | 33 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $2K |
| FSA Wealth Management LLC | 0.00% | Add +3.5% | 30 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -99.2% | 27 | $2K |
| Milestone Investment Advisors LLC | 0.00% | Add +78.6% | 25 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 11 | $843 |
| Old Second National Bank of Aurora | 0.00% | New | 10 | $766 |
| Paladin Advisory Group, LLC | 0.00% | No change | 8 | $613 |
"% 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.