iShares Core 80/20 AggressivAOAETF
13F holders, Q1 2025 (March 31)348holders +1
32new positions
32sold out
1famous investor
$57.21avg. 13F price*
At the end of Q1 2025, 348 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 1 from Q4 2024. 32 opened new positions and 32 sold out. The largest holders were Rockefeller Capital Management L.P. ($40.2M), Assetmark, Inc. ($21.1M) and Morgan Stanley ($15.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $8.9M |
| Exits | 32 | $20.4M |
All 13F filers, Q4 2024 → Q1 2025: 499,778 shares bought and 1,537,649 shares sold, net −1,037,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Rockefeller Capital Management L.P. | 0.10% | Add +2.0% | 525,061 | $40.2M |
| Assetmark, Inc. | 0.06% | Add +1.2% | 275,874 | $21.1M |
| Morgan Stanley | 0.00% | Reduce -22.7% | 203,321 | $15.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.8% | 178,191 | $13.6M |
| Mesirow Financial Investment Management, Inc. | 0.25% | Add +4.3% | 166,710 | $12.8M |
| LPL Financial LLC | 0.00% | Add +0.9% | 160,072 | $12.2M |
| Wells Fargo & Company | 0.00% | Reduce -75.9% | 154,534 | $11.8M |
| Waverly Advisors, LLC | 0.13% | Add +0.6% | 144,413 | $11.0M |
| LBMC Investment Advisors, LLC | 0.81% | Reduce -1.3% | 135,926 | $10.4M |
| Bank of America Corp. | 0.00% | Add +2.0% | 132,575 | $10.1M |
| Ellenbecker Investment Group | 1.77% | Add +21.5% | 128,484 | $9.8M |
| Cetera Investment Advisers | 0.02% | Add +63.2% | 113,982 | $8.7M |
| Jim Saulnier & Associates, LLC | 6.51% | Add +37.3% | 109,427 | $8.4M |
| Patton Albertson Miller Group, LLC | 1.24% | Add +0.5% | 109,103 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.5% | 94,241 | $7.2M |
| Foundations Investment Advisors, LLC | 0.12% | Add +20.4% | 87,193 | $6.7M |
| Legacy Financial Group LLC | 1.00% | Reduce -6.7% | 84,680 | $6.5M |
| GeoWealth Management, LLC | 0.25% | Reduce -35.9% | 81,893 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +11.4% | 78,481 | $6.0M |
| Unique Wealth, LLC | 1.03% | Reduce -7.2% | 71,003 | $5.4M |
| Financial Advocates Investment Management | 0.37% | Add +3.9% | 69,256 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +3.9% | 64,212 | $4.9M |
| Wealth Alliance, LLC | 0.59% | Reduce -1.2% | 64,017 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +106.1% | 63,432 | $4.9M |
| Consilium Wealth Advisory, LLC | 2.43% | Add +7.4% | 63,381 | $4.8M |
| Clearstead Advisors, LLC | 0.08% | Add +0.8% | 63,137 | $4.8M |
| Northwest Wealth Management, LLC | 0.93% | Add +3.3% | 61,131 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.3% | 60,567 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | No change | 54,245 | $4.3M |
| Prosperity Consulting Group, LLC | 0.31% | Add +22.2% | 52,987 | $4.1M |
| Archvest Wealth Advisors, Inc. | 3.33% | Reduce -0.3% | 52,674 | $4.0M |
| Harbour Investments, Inc. | 0.10% | Add +706.7% | 45,256 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -83.6% | 44,125 | $3.4M |
| Fort Henry Capital, LLC | 2.41% | Reduce -3.7% | 43,792 | $3.4M |
| Ritholtz Wealth Management | 0.10% | Reduce -2.6% | 42,722 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +44.5% | 42,235 | $3.2M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -0.1% | 40,766 | $3.1M |
| Elevation Capital Advisory, LLC | 1.36% | Reduce -4.3% | 40,679 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 40,066 | $3.1M |
| Weaver Consulting Group | 0.91% | Add +14.1% | 39,593 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 37,172 | $2.8M |
| Canal Capital Management, LLC | 0.48% | Reduce -0.4% | 37,096 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.7% | 34,106 | $2.6M |
| VCI Wealth Management LLC | 1.08% | Reduce -48.3% | 33,785 | $2.6M |
| Mutual Advisors, LLC | 0.07% | Add +19.2% | 33,904 | $2.6M |
| Marino, Stram & Associates LLC | 0.56% | Add +0.3% | 33,267 | $2.5M |
| NorthStar Asset Management LLC | 1.52% | Add +0.1% | 2,196,996 | $2.4M |
| Allworth Financial LP | 0.01% | Add +6.8% | 31,364 | $2.4M |
| Trilogy Capital Inc. | 0.12% | Reduce -1.4% | 29,801 | $2.3M |
| Wealth Forward, LLC | 1.60% | Add +6.2% | 29,399 | $2.2M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -1.9% | 29,076 | $2.2M |
| Archford Capital Strategies, LLC | 0.32% | Reduce -0.2% | 28,720 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -90.8% | 28,039 | $2.1M |
| UBS Group AG | 0.00% | Add +16.9% | 27,913 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +0.4% | 27,909 | $2.1M |
| RTD Financial Advisors, Inc. | 0.29% | Add +7.2% | 27,826 | $2.1M |
| ODonnell Financial Services, LLC | 0.87% | Add +5.3% | 27,670 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +2.6% | 27,631 | $2.1M |
| Arcus Capital Partners, LLC | 0.80% | Add +17.8% | 26,156 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -3.7% | 24,965 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 24,818 | $1.9M |
| HFM Investment Advisors, LLC | 0.91% | — | 24,552 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 24,077 | $1.8M |
| Westmount Partners, LLC | 0.56% | Add +8.0% | 24,005 | $1.8M |
| Strategic Advocates LLC | 0.64% | Reduce -0.6% | 23,961 | $1.8M |
| Syverson Strege & Co | 0.59% | Reduce -1.6% | 23,821 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -6.5% | 22,892 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.65% | Reduce -0.2% | 22,720 | $1.7M |
| One Capital Management, LLC | 0.06% | Add +30.3% | 22,455 | $1.7M |
| Greystone Financial Group, LLC | 0.31% | Add +0.7% | 22,114 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 21,955 | $1.7M |
| Venturi Wealth Management, LLC | 0.09% | Add +9.7% | 21,796 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Add +3.8% | 21,714 | $1.7M |
| Buttonwood Financial Group, LLC | 0.97% | Reduce -3.3% | 22,941 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 20,140 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Add +1.3% | 19,712 | $1.5M |
| Mariner, LLC | 0.00% | Add +12.6% | 19,405 | $1.5M |
| CGN Advisors LLC | 0.14% | Add +6.7% | 19,267 | $1.5M |
| Capital Insight Partners, LLC | 0.26% | Reduce -2.4% | 19,259 | $1.5M |
| Madrid Financial Services | 1.06% | Add +495.8% | 19,035 | $1.5M |
| Cynosure Group, LLC | 0.19% | No change | 18,228 | $1.4M |
| Plan Group Financial, LLC | 0.47% | Reduce -12.4% | 17,347 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 17,244 | $1.3M |
| Corrigan Financial, Inc. | 0.26% | Add +5.6% | 16,475 | $1.3M |
| Waterloo Capital, L.P. | 0.12% | Add +54.8% | 16,311 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.79% | Add +7.7% | 16,237 | $1.2M |
| Tempus Wealth Planning, LLC | 0.37% | Add +2.5% | 16,120 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.24% | Reduce -7.8% | 15,938 | $1.2M |
| Summit Wealth Partners, LLC | 0.24% | Add +2.1% | 15,702 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.4% | 15,608 | $1.2M |
| Centerline Wealth Advisors, LLC | 0.69% | Add +8.8% | 15,042 | $1.2M |
| Cornerstone Planning Group LLC | 0.27% | Add +6.2% | 14,963 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +100.9% | 14,217 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +0.7% | 14,058 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.8% | 13,971 | $1.1M |
| Gallacher Capital Management LLC | 0.51% | Add +78.8% | 13,612 | $1.0M |
| BlueStem Wealth Partners, LLC | 0.14% | Reduce -2.2% | 13,599 | $1.0M |
| Creative Planning | 0.00% | Add +1.8% | 13,510 | $1.0M |
| TRUE Private Wealth Advisors | 0.13% | Reduce -15.4% | 13,496 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.14% | Reduce -1.6% | 13,056 | $999K |
"% 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.