iShares Core 80/20 AggressivAOAETF
13F holders, Q2 2025 (June 30)358holders +10
34new positions
20sold out
1famous investor
$63.69avg. 13F price*
At the end of Q2 2025, 358 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 10 from Q1 2025. 34 opened new positions and 20 sold out. The largest holders were Rockefeller Capital Management L.P. ($44.3M), CX Institutional ($39.8M) and Assetmark, Inc. ($22.3M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $8.9M |
| Exits | 20 | $11.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,004,276 shares bought and 429,834 shares sold, net +574,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| Rockefeller Capital Management L.P. | 0.10% | Add +1.1% | 530,852 | $44.3M |
| CX Institutional | 1.39% | Add +58402.8% | 476,798 | $39.8M |
| Assetmark, Inc. | 0.05% | Reduce -3.0% | 267,559 | $22.3M |
| LPL Financial LLC | 0.00% | Add +7.5% | 172,088 | $14.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -9.6% | 161,080 | $13.4M |
| Mesirow Financial Investment Management, Inc. | 0.25% | Reduce -7.0% | 155,076 | $12.9M |
| Waverly Advisors, LLC | 0.14% | Add +2.5% | 147,980 | $12.3M |
| Jim Saulnier & Associates, LLC | 8.36% | Add +34.3% | 146,993 | $12.3M |
| Ellenbecker Investment Group | 1.85% | Add +6.6% | 136,981 | $11.4M |
| Morgan Stanley | 0.00% | Reduce -33.4% | 135,515 | $11.3M |
| LBMC Investment Advisors, LLC | 0.80% | Reduce -0.8% | 134,824 | $11.2M |
| Cetera Investment Advisers | 0.02% | Add +15.7% | 131,901 | $11.0M |
| Bank of America Corp. | 0.00% | Reduce -7.2% | 123,088 | $10.3M |
| Wells Fargo & Company | 0.00% | Reduce -25.6% | 114,938 | $9.6M |
| Foundations Investment Advisors, LLC | 0.15% | Add +30.4% | 113,741 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.5% | 111,665 | $9.3M |
| Patton Albertson Miller Group, LLC | 1.14% | Reduce -5.0% | 103,591 | $8.6M |
| GeoWealth Management, LLC | 0.28% | Add +4.0% | 85,197 | $7.1M |
| Legacy Financial Group LLC | 0.97% | Reduce -1.9% | 83,115 | $6.9M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +5.9% | 83,109 | $6.9M |
| Unique Wealth, LLC | 1.03% | Add +8.0% | 76,677 | $6.4M |
| Financial Advocates Investment Management | 0.49% | Add +2.9% | 71,266 | $5.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +3.0% | 66,168 | $5.5M |
| Consilium Wealth Advisory, LLC | 2.27% | Add +2.0% | 64,657 | $5.4M |
| Wealth Alliance, LLC | 0.59% | Reduce -1.3% | 63,194 | $5.3M |
| Clearstead Advisors, LLC | 0.07% | Reduce -1.0% | 62,519 | $5.2M |
| Northwest Wealth Management, LLC | 0.92% | Reduce -0.3% | 60,962 | $5.1M |
| Prosperity Consulting Group, LLC | 0.36% | Add +12.6% | 59,661 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +38.5% | 58,517 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.6% | 56,088 | $4.7M |
| Archvest Wealth Advisors, Inc. | 3.78% | Reduce -1.2% | 52,050 | $4.3M |
| Harbour Investments, Inc. | 0.10% | Add +9.6% | 49,615 | $4.1M |
| UBS Group AG | 0.00% | Add +76.0% | 49,136 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +17.3% | 47,011 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -25.4% | 45,185 | $3.8M |
| Fort Henry Capital, LLC | 2.52% | Add +2.6% | 44,925 | $3.7M |
| Ritholtz Wealth Management | 0.08% | Add +3.7% | 44,305 | $3.7M |
| SteelPeak Wealth, LLC | 0.14% | Add +1.9% | 41,538 | $3.5M |
| Weaver Consulting Group | 0.95% | Add +4.1% | 41,206 | $3.4M |
| Canal Capital Management, LLC | 0.49% | Add +1.0% | 37,462 | $3.1M |
| Trilogy Capital Inc. | 0.15% | Add +22.0% | 36,349 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.1% | 36,133 | $3.0M |
| Mutual Advisors, LLC | 0.07% | Add +3.5% | 35,091 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 34,158 | $2.8M |
| VCI Wealth Management LLC | 1.00% | Add +1.0% | 34,129 | $2.8M |
| Marino, Stram & Associates LLC | 0.56% | Add +0.3% | 33,370 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -0.5% | 31,218 | $2.6M |
| ODonnell Financial Services, LLC | 0.96% | Add +8.5% | 30,025 | $2.5M |
| Wealth Forward, LLC | 1.66% | Add +0.9% | 29,665 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 29,585 | $2.5M |
| RTD Financial Advisors, Inc. | 0.31% | Add +4.1% | 28,969 | $2.4M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -0.6% | 28,900 | $2.4M |
| Archford Capital Strategies, LLC | 0.31% | Reduce 0.0% | 28,719 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 27,967 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +14.1% | 27,467 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -1.9% | 27,116 | $2.3M |
| NorthStar Asset Management LLC | 1.17% | Reduce -0.1% | 2,194,158 | $2.2M |
| Savant Capital, LLC | 0.02% | Add +396.3% | 26,586 | $2.2M |
| HFM Investment Advisors, LLC | 0.94% | Add +4.6% | 25,682 | $2.1M |
| Somnio Financial Group, LLC | 1.51% | — | 25,246 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +24.5% | 25,066 | $2.1M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.1% | 24,989 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 24,693 | $2.1M |
| Strategic Advocates LLC | 0.61% | Add +2.6% | 24,582 | $2.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +221.4% | 24,510 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +269.9% | 24,385 | $2.0M |
| Westmount Partners, LLC | 0.56% | Add +1.4% | 24,330 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -0.3% | 22,833 | $1.9M |
| Buttonwood Financial Group, LLC | 0.96% | Reduce -0.1% | 22,908 | $1.9M |
| Syverson Strege & Co | 0.45% | Reduce -4.7% | 22,693 | $1.9M |
| Peregrine Asset Advisers, Inc. | 0.59% | Reduce -0.8% | 22,549 | $1.9M |
| Greystone Financial Group, LLC | 0.31% | Add +1.7% | 22,499 | $1.9M |
| Venturi Wealth Management, LLC | 0.09% | Add +1.8% | 22,181 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 21,911 | $1.8M |
| Waterloo Capital, L.P. | 0.14% | Add +30.4% | 21,274 | $1.8M |
| Arcus Capital Partners, LLC | 0.74% | Reduce -21.5% | 20,529 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Reduce -6.2% | 20,365 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Add +0.1% | 19,722 | $1.6M |
| Madrid Financial Services | 1.11% | Add +3.5% | 19,695 | $1.6M |
| Capital Insight Partners, LLC | 0.28% | Add +1.9% | 19,631 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +73.7% | 19,522 | $1.6M |
| CGN Advisors LLC | 0.14% | No change | 19,267 | $1.6M |
| Creative Planning | 0.00% | Add +39.1% | 18,798 | $1.6M |
| Cynosure Group, LLC | 0.17% | No change | 18,228 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +14.4% | 17,852 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.25% | Add +10.7% | 17,640 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -14.6% | 16,579 | $1.4M |
| Centerline Wealth Advisors, LLC | 0.68% | Add +9.9% | 16,525 | $1.4M |
| Summit Wealth Partners, LLC | 0.26% | Add +4.6% | 16,429 | $1.4M |
| Tempus Wealth Planning, LLC | 0.34% | Add +1.8% | 16,405 | $1.4M |
| Cornerstone Planning Group LLC | 0.27% | Add +6.0% | 15,853 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.81% | Reduce -2.2% | 15,873 | $1.3M |
| Hobbs Group Advisors, LLC | 0.45% | Add +189.4% | 15,862 | $1.3M |
| Plan Group Financial, LLC | 0.43% | Reduce -9.7% | 15,666 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.2% | 15,524 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +68.2% | 14,567 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.6% | 14,470 | $1.2M |
| Lodestar Private Asset Management LLC | 0.14% | Add +13.0% | 14,453 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +0.3% | 14,096 | $1.2M |
| BlueStem Wealth Partners, LLC | 0.14% | No change | 13,599 | $1.1M |
"% 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.