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 |
| Composition Wealth, LLC | 0.02% | Reduce -13.2% | 12,980 | $993K |
| Mainsail Asset Management, LLC | 0.67% | Add +3.4% | 12,859 | $984K |
| Lodestar Private Asset Management LLC | 0.12% | Add +1.6% | 12,794 | $979K |
| Nicolet Advisory Services, LLC | 0.09% | Add +8.2% | 12,997 | $940K |
| Wealthedge Investment Advisors, LLC | 0.41% | Reduce -8.9% | 11,904 | $911K |
| Diversified Trust Co. | 0.02% | Add +0.5% | 11,486 | $879K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -39.5% | 11,240 | $860K |
| GEN Financial Management, INC. | 0.58% | Reduce -14.7% | 11,163 | $854K |
| Prentice Wealth Management LLC | 0.24% | New | 10,758 | $823K |
| High Falls Advisors, Inc | 0.19% | Reduce -0.5% | 10,700 | $819K |
| Insight Advisors, LLC/ PA | 0.14% | Reduce -20.7% | 10,490 | $802K |
| Avior Wealth Management, LLC | 0.03% | Add +0.0% | 10,085 | $772K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.0% | 9,992 | $764K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -16.3% | 9,819 | $751K |
| OneDigital Investment Advisors LLC | 0.01% | Add +25.8% | 9,769 | $747K |
| Stonebridge Financial Group, LLC | 0.08% | Reduce -1.7% | 9,706 | $742K |
| Valmark Advisers, Inc. | 0.01% | Add +1.8% | 9,660 | $739K |
| EverSource Wealth Advisors, LLC | 0.04% | New | 9,659 | $739K |
| Rothschild Wealth LLC | 0.21% | Add +12.5% | 9,569 | $732K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 9,509 | $727K |
| World Equity Group, Inc. | 0.20% | Add +11.2% | 9,236 | $707K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.7% | 9,083 | $695K |
| IMA Advisory Services, Inc. | 0.08% | Reduce -0.4% | 9,334 | $689K |
| Wealthquest Corp | 0.06% | No change | 8,905 | $681K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.2% | 8,820 | $675K |
| Focus Partners Wealth | 0.00% | No change | 8,722 | $667K |
| Equitable Holdings, Inc. | 0.01% | Add +13.5% | 8,661 | $663K |
| Brighton Jones LLC | 0.02% | No change | 8,586 | $657K |
| Lido Advisors, LLC | 0.00% | Add +1.2% | 8,438 | $646K |
| Courage Miller Partners, LLC | 0.22% | Reduce -2.0% | 8,427 | $645K |
| AE Wealth Management LLC | 0.01% | Add +1.4% | 8,420 | $644K |
| Moss Adams Wealth Advisors LLC | 0.07% | Add +53.8% | 8,407 | $643K |
| Mullooly Asset Management, Inc. | 0.29% | — | 8,403 | $643K |
| Mgo One Seven LLC | 0.02% | Reduce -1.6% | 8,379 | $641K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +28.3% | 8,359 | $639K |
| Marion Wealth Management | 0.17% | Add +11.5% | 8,339 | $638K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -1.9% | 8,257 | $632K |
| IFG Advisory, LLC | 0.03% | Add +9.7% | 8,243 | $631K |
| MPS Loria Financial Planners, LLC | 0.19% | Add +87.0% | 8,211 | $628K |
| Fidato Wealth LLC | 0.48% | Add +3.0% | 8,124 | $621K |
| MRWM Advisors, LLC | 0.43% | Reduce -7.4% | 8,093 | $619K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +3.7% | 8,092 | $619K |
| Marshall Financial Group Inc. | 0.19% | Reduce -6.6% | 7,927 | $606K |
| Maia Wealth LLC | 0.14% | Reduce -6.6% | 8,109 | $601K |
| Farther Finance Advisors, LLC | 0.01% | Add +28.3% | 7,626 | $585K |
| Efficient Advisors, LLC | 0.04% | Reduce -17.6% | 7,571 | $579K |
| Trajan Wealth LLC | 0.03% | New | 7,523 | $576K |
| Integrity Financial Corp | 0.33% | Reduce -7.9% | 7,499 | $574K |
| Orin Green Financial, LLC | 0.27% | New | 7,761 | $565K |
| Mountain Capital Investment Advisors Inc. | 0.12% | Add +1.5% | 7,384 | $560K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.8% | 7,312 | $559K |
| SimpliFi, Inc. | 0.25% | Reduce -0.8% | 7,169 | $548K |
| VestGen Advisors, LLC | 0.02% | — | 7,099 | $543K |
| Aspiriant, LLC | 0.02% | No change | 6,978 | $534K |
| Boston Standard Wealth Management, LLC | 0.12% | Reduce -1.8% | 7,131 | $533K |
| Modera Wealth Management, LLC | 0.01% | Add +73.2% | 6,931 | $530K |
| Great Point Wealth Advisors, LLC | 0.11% | Reduce -0.1% | 6,897 | $528K |
| Topel & Distasi Wealth Management, LLC | 0.25% | Add +14.0% | 6,867 | $525K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.8% | 6,623 | $507K |
| JNBA Financial Advisors | 0.05% | Reduce -8.0% | 6,621 | $507K |
| Advisory Services Network, LLC | 0.01% | Reduce -37.3% | 6,603 | $505K |
| Susquehanna International Group, LLP | 0.00% | Add +55.1% | 6,592 | $504K |
| GWN Securities Inc. | 0.03% | Add +6.0% | 6,496 | $497K |
| West Wealth Group, LLC | 0.14% | Add +0.0% | 6,383 | $490K |
| Lane & Associates LLC | 0.26% | Add +2.1% | 6,192 | $474K |
| ABLE Financial Group, LLC | 0.13% | Add +17.8% | 6,113 | $468K |
| Klingman & Associates, LLC | 0.03% | No change | 6,079 | $465K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.0% | 6,079 | $465K |
| Eight 31 Financial, LLC | 0.30% | New | 6,061 | $464K |
| Cape Investment Advisory, Inc. | 0.18% | No change | 6,059 | $464K |
| RFP Financial Group LLC | 0.19% | Add +13.2% | 6,055 | $463K |
| Aquire Wealth Advisors, LLC | 0.14% | Add +3.5% | 5,756 | $440K |
| Regal Investment Advisors LLC | 0.04% | Add +4.5% | 5,735 | $439K |
| Integrity Wealth Solutions LLC | 0.24% | Add +5.0% | 5,724 | $438K |
| Hobbs Group Advisors, LLC | 0.16% | Add +20.7% | 5,481 | $419K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -2.0% | 5,469 | $418K |
| CENTRAL TRUST Co | 0.01% | Add +2.4% | 5,412 | $414K |
| Savant Capital, LLC | 0.00% | Reduce -39.0% | 5,357 | $410K |
| Tarbox Family Office, Inc. | 0.07% | No change | 5,350 | $409K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,141 | $393K |
| Gould Capital, LLC | 0.27% | Add +2.2% | 5,061 | $387K |
| Advisor Resource Council | 0.03% | New | 5,638 | $385K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -6.4% | 5,026 | $384K |
| Weitzel Financial Services, Inc. | 0.18% | Add +36.0% | 5,143 | $383K |
| Western Wealth Management, LLC | 0.03% | Reduce -46.1% | 4,953 | $379K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Add +14.8% | 4,924 | $377K |
| Mason Investment Advisory Services, Inc. | 0.02% | New | 4,912 | $376K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 4,794 | $367K |
| Divergent Planning, LLC | 0.12% | Add +0.0% | 4,731 | $364K |
| Financial Strategies Group, Inc. | 0.08% | Add +16.4% | 4,826 | $358K |
| Westshore Wealth, LLC | 0.15% | Add +2.0% | 4,683 | $358K |
| Secured Retirement Advisors, LLC | 0.23% | Reduce -1.1% | 4,601 | $352K |
| Elios Financial Group Inc. | 0.17% | Add +12.7% | 4,587 | $351K |
| TrueMark Investments, LLC | 0.09% | New | 4,382 | $335K |
| Frederick Financial Consultants, LLC | 0.24% | Reduce -4.3% | 4,376 | $335K |
| Arax Advisory Partners | 0.02% | Add +3.4% | 4,348 | $333K |
| Root Financial Partners, LLC | 0.03% | Add +0.8% | 4,272 | $327K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 4,252 | $325K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -2.2% | 4,250 | $325K |
| SWP Financial LLC | 0.19% | Reduce -15.9% | 4,155 | $318K |
| MML Investors Services, LLC | 0.00% | Reduce -10.3% | 4,134 | $316K |
| Harvest Investment Services, LLC | 0.09% | Reduce -0.2% | 4,078 | $312K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -17.4% | 4,011 | $307K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 4,000 | $306K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -90.0% | 3,940 | $301K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -20.3% | 3,918 | $300K |
| HB Wealth Management, LLC | 0.00% | Add +5.3% | 3,871 | $296K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 3,831 | $293K |
| Saxony Capital Management, LLC | 0.26% | Reduce -6.6% | 3,823 | $292K |
| Sax Wealth Advisors, LLC | 0.02% | Add +7.0% | 3,659 | $280K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -4.3% | 3,645 | $279K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -4.8% | 3,641 | $279K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -3.8% | 3,632 | $278K |
| FMR LLC | 0.00% | Add +102.3% | 3,596 | $275K |
| Hantz Financial Services, Inc. | 0.00% | New | 3,587 | $274K |
| Altrius Capital Management Inc | 0.07% | Add +10.6% | 3,581 | $274K |
| Choice Wealth Advisors LLC | 0.14% | Add +8.2% | 3,528 | $270K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -25.4% | 3,488 | $267K |
| Adero Partners, LLC | 0.02% | New | 3,443 | $263K |
| Bellwether Advisors, LLC | 0.05% | Reduce -1.6% | 3,413 | $261K |
| Altura Wealth Advisors Inc. | 0.17% | New | 3,411 | $261K |
| Milestone Asset Management, LLC | 0.06% | New | 3,396 | $260K |
| Well Done, LLC | 0.05% | Add +5.1% | 3,353 | $257K |
| New Capital Management LP | 0.07% | Reduce -4.2% | 3,326 | $254K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -21.4% | 3,297 | $252K |
| Nvwm, LLC | 0.07% | Add +4.3% | 3,297 | $252K |
| Comerica Bank | 0.00% | Reduce -31.4% | 3,296 | $252K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.1% | 3,283 | $251K |
| Mission Wealth Management, LP | 0.01% | New | 3,274 | $250K |
| Diversify Wealth Management, LLC | 0.02% | New | 3,252 | $249K |
| Salus Financial Advisors, LLC | 0.19% | Reduce -6.2% | 3,220 | $246K |
| Landmark Wealth Management, LLC | 0.11% | Reduce -0.5% | 3,159 | $242K |
| CoreCap Advisors, LLC | 0.01% | Add +25.9% | 3,161 | $242K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 3,149 | $241K |
| Renaissance Technologies | 0.00% | Reduce -54.4% | 3,100 | $237K |
| Family Wealth Partners, LLC | 0.11% | Add +0.4% | 3,082 | $236K |
| Bay Harbor Wealth Management, LLC | 0.07% | Add +6.4% | 3,069 | $235K |
| L.M. Kohn & Company | 0.06% | New | 3,035 | $232K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,028 | $232K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,023 | $231K |
| Columbia River Financial Group, LLC | 0.15% | Add +0.5% | 3,000 | $229K |
| Aprio Wealth Management, LLC | 0.03% | No change | 2,982 | $228K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,976 | $228K |
| Strategic Blueprint, LLC | 0.01% | Reduce -30.1% | 2,973 | $227K |
| Annex Advisory Services, LLC | 0.01% | No change | 2,949 | $226K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -6.1% | 2,878 | $224K |
| Capital A Wealth Management, LLC | 0.23% | Reduce -60.1% | 2,891 | $221K |
| TPG Financial Advisors, LLC | 0.10% | Add +3.2% | 2,883 | $221K |
| Lazari Capital Management, Inc. | 0.09% | No change | 2,846 | $218K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 2,826 | $216K |
| Fiduciary Financial Group, LLC | 0.05% | Add +1.8% | 2,957 | $214K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -27.5% | 2,756 | $211K |
| Centaurus Financial, Inc. | 0.01% | Add +89.7% | 2,750 | $210K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,733 | $209K |
| Naples Global Advisors, LLC | 0.02% | Reduce -0.9% | 2,701 | $207K |
| McNamara Financial Services, Inc. | 0.04% | New | 2,660 | $203K |
| Cora Capital Advisors LLC | 0.10% | No change | 2,617 | $200K |
| Cwm, LLC | 0.00% | Reduce -14.7% | 2,581 | $197K |
| National Bank of Canada | 0.00% | No change | 2,444 | $187K |
| Abound Financial, LLC | 0.09% | New | 2,409 | $184K |
| Longview Financial Advisors LLC | 0.12% | Add +4.6% | 2,368 | $181K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -34.0% | 2,311 | $177K |
| New Republic Capital, LLC | 0.08% | New | 2,288 | $175K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.9% | 2,219 | $170K |
| Fifth Third Bancorp | 0.00% | No change | 2,146 | $164K |
| Signaturefd, LLC | 0.00% | Reduce -25.4% | 2,076 | $159K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,707 | $131K |
| IFP Advisors, Inc | 0.00% | Reduce -27.4% | 1,704 | $130K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | Reduce -4.3% | 1,496 | $115K |
| Jones Financial Companies LLLP | 0.00% | Add +40.4% | 1,446 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.1% | 1,361 | $104K |
| Global Financial Private Client, LLC | 0.04% | No change | 1,325 | $101K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.9% | 1,320 | $101K |
| US Bancorp \de | 0.00% | Add +54.3% | 1,267 | $97K |
| AlphaCore Capital LLC | 0.01% | New | 1,248 | $95K |
| Harbor Investment Advisory, LLC | 0.01% | Add +41.7% | 1,234 | $94K |
| Citigroup Inc. | 0.00% | Reduce -25.0% | 1,200 | $92K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 1,176 | $90K |
| Geneos Wealth Management Inc. | 0.00% | Add +374.1% | 1,152 | $88K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $79K |
| Mather Group, Llc. | 0.00% | Reduce -48.4% | 1,018 | $78K |
| Blair William & Co. | 0.00% | Add +7.3% | 1,011 | $77K |
| Larson Financial Group LLC | 0.00% | Add +72.5% | 978 | $75K |
| Concord Wealth Partners | 0.01% | Reduce -0.2% | 955 | $73K |
| American Capital Advisory, LLC | 0.04% | No change | 880 | $67K |
| Elevate Wealth Advisory, Inc. | 0.05% | Add +33.7% | 868 | $66K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 859 | $66K |
| MAI Capital Management | 0.00% | Reduce -5.3% | 832 | $64K |
| Lindbrook Capital, LLC | 0.01% | No change | 820 | $63K |
| CX Institutional | 0.00% | Reduce -86.9% | 815 | $62K |
| CKW Financial Group | 0.01% | Add +1.2% | 747 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 731 | $56K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 691 | $53K |
| Frisco Financial Planning LLC | 0.05% | No change | 654 | $50K |
| Bank of Montreal | 0.00% | Add +935.5% | 642 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Add +249.0% | 534 | $41K |
| Eastern Bank | 0.00% | No change | 515 | $39K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -3.2% | 512 | $39K |
| Activest Wealth Management | 0.01% | No change | 499 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $38K |
| Noble Wealth Management PBC | 0.03% | No change | 490 | $37K |
| Transce3nd, LLC | 0.02% | Reduce -7.0% | 462 | $35K |
| Continuum Advisory, LLC | 0.00% | No change | 450 | $34K |
| Logan Capital Management Inc. | 0.00% | No change | 432 | $33K |
| EPG Wealth Management LLC | 0.01% | No change | 400 | $31K |
| Lanark Financial, Inc. | 0.00% | — | 331 | $25K |
| North Star Investment Management Corp. | 0.00% | Add +14.9% | 286 | $22K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 281 | $21K |
| FSA Wealth Management LLC | 0.01% | Add +703.3% | 241 | $20K |
| 1 North Wealth Services LLC | 0.01% | New | 259 | $20K |
| Proathlete Wealth Management LLC | 0.01% | New | 211 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 211 | $16K |
| Old Second National Bank of Aurora | 0.00% | Add +1950.0% | 205 | $16K |
| McIlrath & Eck, LLC | 0.00% | Reduce -11.3% | 189 | $14K |
| North Capital, Inc. | 0.01% | — | 145 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 132 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 118 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | New | 114 | $9K |
| CGC Financial Services, LLC | 0.00% | Reduce -58.0% | 112 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 110 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 105 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 105 | $8K |
| Addison Advisors LLC | 0.00% | Add +58.7% | 100 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $7K |
| Spire Wealth Management | 0.00% | No change | 88 | $7K |
| Glenmede Trust Co. NA | 0.00% | New | 79 | $6K |
| Darwin Wealth Management, LLC | 0.00% | No change | 75 | $6K |
| Paladin Advisory Group, LLC | 0.00% | Add +812.5% | 73 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 72 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $5K |
| Winnacle Wealth LLC | 0.00% | New | 56 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -1.8% | 55 | $4K |
| Horizon Financial Services, LLC | 0.00% | No change | 54 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -70.9% | 46 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 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% | No change | 33 | $2K |
| Milestone Investment Advisors LLC | 0.00% | Add +28.0% | 32 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 27 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 25 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 24 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Rossby Financial, LCC | 0.00% | New | 13 | $990 |
| Creative Financial Designs Inc. | 0.00% | No change | 11 | $842 |
| Keystone Financial Group, Inc. | 0.00% | New | 10 | $775 |
"% 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.