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 |
| Wealthedge Investment Advisors, LLC | 0.47% | Add +14.1% | 13,584 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +3.9% | 13,571 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +38.4% | 13,516 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +39.9% | 13,299 | $1.1M |
| Mainsail Asset Management, LLC | 0.67% | Add +1.7% | 13,074 | $1.1M |
| Saxony Capital Management, LLC | 0.83% | Add +241.3% | 13,047 | $1.1M |
| TRUE Private Wealth Advisors | 0.12% | Reduce -4.6% | 12,874 | $1.1M |
| Aspiriant, LLC | 0.03% | Add +81.8% | 12,688 | $1.1M |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -3.6% | 12,525 | $1.0M |
| World Equity Group, Inc. | 0.27% | Add +30.3% | 12,031 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +37.3% | 11,972 | $998K |
| Composition Wealth, LLC | 0.02% | Reduce -8.1% | 11,934 | $995K |
| High Falls Advisors, Inc | 0.21% | Add +6.6% | 11,411 | $952K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 11,337 | $946K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +33.0% | 11,116 | $927K |
| One Capital Management, LLC | 0.03% | Reduce -50.5% | 11,116 | $927K |
| Prentice Wealth Management LLC | 0.24% | Add +1.6% | 10,931 | $912K |
| IFG Advisory, LLC | 0.05% | Add +31.6% | 10,852 | $905K |
| Meridian Wealth Management, LLC | 0.04% | New | 10,652 | $888K |
| IMA Advisory Services, Inc. | 0.10% | Add +17.9% | 11,001 | $887K |
| Avior Wealth Management, LLC | 0.03% | Add +3.2% | 10,410 | $868K |
| Bcwm, LLC | 0.27% | New | 10,350 | $863K |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +21.1% | 10,184 | $849K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.5% | 10,145 | $846K |
| Diversified Trust Co. | 0.02% | Reduce -12.5% | 10,046 | $838K |
| Valmark Advisers, Inc. | 0.01% | Add +3.5% | 10,000 | $834K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -4.7% | 10,000 | $834K |
| Rothschild Wealth LLC | 0.20% | Add +3.3% | 9,885 | $824K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -31.5% | 9,741 | $812K |
| Stonebridge Financial Group, LLC | 0.08% | Add +0.1% | 9,712 | $810K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +0.3% | 9,689 | $808K |
| Advisory Services Network, LLC | 0.01% | Add +45.1% | 9,580 | $800K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -3.9% | 9,439 | $787K |
| Lido Advisors, LLC | 0.00% | Add +10.6% | 9,332 | $778K |
| AdvisorNet Financial, Inc | 0.05% | Add +5.7% | 9,323 | $778K |
| Kickstand Ventures, Llc. | 0.18% | New | 9,297 | $775K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.0% | 9,175 | $765K |
| Brighton Jones LLC | 0.02% | Add +2.5% | 8,802 | $734K |
| Wealthquest Corp | 0.06% | Reduce -2.2% | 8,710 | $726K |
| Mullooly Asset Management, Inc. | 0.30% | Add +2.4% | 8,602 | $717K |
| Fidato Wealth LLC | 0.50% | Add +3.8% | 8,429 | $703K |
| Mgo One Seven LLC | 0.02% | Add +0.3% | 8,408 | $701K |
| MPS Loria Financial Planners, LLC | 0.20% | Add +1.6% | 8,343 | $696K |
| Courage Miller Partners, LLC | 0.22% | Reduce -1.5% | 8,301 | $692K |
| AE Wealth Management LLC | 0.01% | Reduce -1.6% | 8,287 | $691K |
| Maia Wealth LLC | 0.13% | Add +1.1% | 8,195 | $683K |
| GEN Financial Management, INC. | 0.54% | Reduce -29.2% | 7,906 | $659K |
| Boston Standard Wealth Management, LLC | 0.12% | Add +10.6% | 7,887 | $658K |
| Marshall Financial Group Inc. | 0.20% | Reduce -0.6% | 7,877 | $657K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -3.8% | 7,786 | $649K |
| Gallacher Capital Management LLC | 0.30% | Reduce -43.5% | 7,688 | $641K |
| Orin Green Financial, LLC | 0.27% | Reduce -1.3% | 7,664 | $639K |
| MRWM Advisors, LLC | 0.40% | Reduce -5.7% | 7,636 | $637K |
| Mountain Capital Investment Advisors Inc. | 0.12% | Add +3.1% | 7,613 | $634K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -11.1% | 7,343 | $612K |
| Klingman & Associates, LLC | 0.03% | Add +19.3% | 7,254 | $605K |
| Modera Wealth Management, LLC | 0.01% | Add +4.2% | 7,220 | $602K |
| ABLE Financial Group, LLC | 0.14% | Add +17.0% | 7,151 | $596K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +49.1% | 7,148 | $596K |
| Marion Wealth Management | 0.15% | Reduce -14.5% | 7,130 | $595K |
| VestGen Advisors, LLC | 0.02% | No change | 7,099 | $592K |
| SimpliFi, Inc. | 0.26% | Reduce -1.9% | 7,034 | $587K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.3% | 6,911 | $576K |
| Integrity Financial Corp | 0.29% | Reduce -10.1% | 6,741 | $562K |
| Weitzel Financial Services, Inc. | 0.24% | Add +28.7% | 6,620 | $559K |
| Topel & Distasi Wealth Management, LLC | 0.29% | Reduce -3.4% | 6,637 | $554K |
| CENTRAL TRUST Co | 0.01% | Add +21.8% | 6,591 | $550K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.6% | 6,467 | $539K |
| Integrity Wealth Solutions LLC | 0.26% | Add +11.5% | 6,384 | $532K |
| Cape Investment Advisory, Inc. | 0.19% | Add +5.0% | 6,362 | $531K |
| Efficient Advisors, LLC | 0.03% | Reduce -16.1% | 6,350 | $530K |
| JNBA Financial Advisors | 0.05% | Reduce -4.5% | 6,324 | $527K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | Add +64.6% | 6,307 | $526K |
| Aquire Wealth Advisors, LLC | 0.14% | Add +7.2% | 6,170 | $515K |
| Janney Montgomery Scott LLC | 0.00% | Add +56.5% | 6,166 | $514K |
| Eight 31 Financial, LLC | 0.34% | Add +0.6% | 6,100 | $509K |
| Renaissance Technologies | 0.00% | Add +96.8% | 6,100 | $509K |
| RFP Financial Group LLC | 0.21% | Reduce -1.4% | 5,972 | $498K |
| West Wealth Group, LLC | 0.12% | Reduce -7.5% | 5,902 | $496K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +20.7% | 5,927 | $494K |
| Global Retirement Partners, LLC | 0.01% | — | 5,833 | $486K |
| Regal Investment Advisors LLC | 0.04% | Add +0.5% | 5,762 | $481K |
| CW Advisors, LLC | 0.00% | New | 5,701 | $475K |
| Pension & Wealth Management Advisors, Inc. | 0.16% | Add +15.7% | 5,695 | $475K |
| Root Financial Partners, LLC | 0.04% | Add +30.4% | 5,572 | $465K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -1.1% | 5,411 | $451K |
| Tarbox Family Office, Inc. | 0.07% | Add +0.1% | 5,358 | $447K |
| Frederick Financial Consultants, LLC | 0.27% | Add +17.8% | 5,154 | $430K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 5,150 | $430K |
| GWN Securities Inc. | 0.08% | Reduce -21.1% | 5,123 | $429K |
| Altura Wealth Advisors Inc. | 0.24% | Add +49.7% | 5,105 | $426K |
| FMR LLC | 0.00% | Add +41.5% | 5,088 | $424K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +1.1% | 5,079 | $424K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,928 | $416K |
| Western Wealth Management, LLC | 0.02% | Add +0.3% | 4,967 | $414K |
| Divergent Planning, LLC | 0.12% | Add +4.3% | 4,937 | $411K |
| Elios Financial Group Inc. | 0.18% | Add +6.4% | 4,880 | $407K |
| Gould Capital, LLC | 0.27% | Reduce -4.7% | 4,821 | $402K |
| MML Investors Services, LLC | 0.00% | Add +14.6% | 4,738 | $395K |
| Westshore Wealth, LLC | 0.15% | No change | 4,683 | $391K |
| Sanctuary Advisors, LLC | 0.00% | Add +42.6% | 4,683 | $391K |
| Arax Advisory Partners | 0.02% | Add +4.7% | 4,550 | $379K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.3% | 4,481 | $374K |
| JFS Wealth Advisors, LLC | 0.02% | Add +4.8% | 4,454 | $371K |
| Secured Retirement Advisors, LLC | 0.22% | Reduce -4.5% | 4,394 | $366K |
| Bellwether Advisors, LLC | 0.06% | Add +28.3% | 4,378 | $365K |
| Mission Wealth Management, LP | 0.01% | Add +32.2% | 4,327 | $361K |
| Cahill Financial Advisors Inc. | 0.04% | Add +9.0% | 4,269 | $356K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -0.1% | 4,247 | $354K |
| Arbor Investment Advisors, LLC | 0.04% | Add +20.5% | 4,204 | $351K |
| SWP Financial LLC | 0.19% | No change | 4,155 | $347K |
| Sax Wealth Advisors, LLC | 0.02% | Add +11.2% | 4,069 | $339K |
| Harvest Investment Services, LLC | 0.08% | Reduce -0.4% | 4,061 | $339K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -0.1% | 4,006 | $334K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 4,000 | $334K |
| Well Done, LLC | 0.06% | Add +18.3% | 3,966 | $331K |
| Nvwm, LLC | 0.08% | Add +20.1% | 3,959 | $330K |
| HB Wealth Management, LLC | 0.00% | Add +1.0% | 3,908 | $326K |
| Financial Strategies Group, Inc. | 0.07% | Reduce -20.3% | 3,847 | $320K |
| Diversify Wealth Management, LLC | 0.02% | Add +13.9% | 3,704 | $316K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.3% | 3,643 | $304K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -1.3% | 3,595 | $300K |
| Choice Wealth Advisors LLC | 0.13% | Reduce -0.1% | 3,525 | $294K |
| New Capital Management LP | 0.08% | Add +4.7% | 3,483 | $291K |
| Milestone Asset Management, LLC | 0.06% | Add +2.4% | 3,476 | $290K |
| Altrius Capital Management Inc | 0.07% | Reduce -4.0% | 3,437 | $287K |
| Mayfair Advisory Group, LLC | 0.13% | Add +6.6% | 3,356 | $284K |
| Silver Oak Securities, Incorporated | 0.02% | New | 3,397 | $283K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -9.0% | 3,316 | $277K |
| Summit Trail Advisors, LLC | 0.00% | New | 3,315 | $276K |
| Comerica Bank | 0.00% | Add +0.3% | 3,306 | $276K |
| L.M. Kohn & Company | 0.07% | Add +7.3% | 3,256 | $272K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -1.4% | 3,252 | $271K |
| CoreCap Advisors, LLC | 0.01% | Add +0.6% | 3,180 | $265K |
| Columbia River Financial Group, LLC | 0.17% | Add +5.3% | 3,160 | $264K |
| Bay Harbor Wealth Management, LLC | 0.08% | Add +2.0% | 3,129 | $261K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,103 | $259K |
| Salus Financial Advisors, LLC | 0.17% | Reduce -4.7% | 3,068 | $256K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,067 | $255K |
| McNamara Financial Services, Inc. | 0.05% | Add +14.2% | 3,037 | $253K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.3% | 3,015 | $251K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.4% | 3,010 | $251K |
| Fiduciary Financial Group, LLC | 0.05% | Add +1.7% | 3,008 | $251K |
| Compound Planning, Inc. | 0.01% | New | 2,994 | $250K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.3% | 2,991 | $249K |
| Landmark Wealth Management, LLC | 0.10% | Reduce -6.9% | 2,940 | $245K |
| tru Independence LLC | 0.07% | New | 2,925 | $244K |
| Family Wealth Partners, LLC | 0.10% | Reduce -6.0% | 2,896 | $242K |
| Truist Financial Corp. | 0.00% | Add +2.2% | 2,887 | $241K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -6.1% | 2,844 | $237K |
| Valpey Financial Services, LLC | 0.16% | — | 2,796 | $233K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -3.5% | 2,778 | $232K |
| TPG Financial Advisors, LLC | 0.09% | Reduce -4.0% | 2,769 | $231K |
| Fca Corp. | 0.07% | New | 2,763 | $230K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,750 | $229K |
| Cwm, LLC | 0.00% | Add +6.5% | 2,748 | $229K |
| TL Private Wealth | 0.09% | New | 2,755 | $228K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,701 | $225K |
| Focus Financial Network, Inc. | 0.01% | New | 2,685 | $224K |
| Jones Financial Companies LLLP | 0.00% | Add +82.3% | 2,636 | $219K |
| Sightline Wealth Advisors, LLC | 0.11% | New | 2,618 | $218K |
| Cora Capital Advisors LLC | 0.10% | No change | 2,617 | $218K |
| Annex Advisory Services, LLC | 0.01% | Reduce -12.5% | 2,581 | $215K |
| Vested Financial Planning, LLC | 0.19% | New | 2,507 | $209K |
| Twelve Points Wealth Management LLC | 0.06% | New | 2,479 | $207K |
| Chemistry Wealth Management LLC | 0.04% | New | 2,472 | $206K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 2,467 | $206K |
| Arkansas Financial Group, Inc. | 0.03% | New | 2,441 | $204K |
| Abound Financial, LLC | 0.09% | Add +0.3% | 2,417 | $202K |
| Swmg, LLC | 0.07% | New | 2,391 | $201K |
| Keebeck Wealth Management | 0.03% | New | 2,407 | $201K |
| National Bank of Canada | 0.00% | Reduce -1.6% | 2,404 | $200K |
| Napa Wealth Management | 0.10% | New | 2,398 | $200K |
| New Republic Capital, LLC | 0.07% | Add +4.2% | 2,385 | $199K |
| Longview Financial Advisors LLC | 0.12% | Add +0.3% | 2,374 | $198K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -1.6% | 2,275 | $190K |
| Running Point Capital Advisors, LLC | 0.05% | New | 2,250 | $188K |
| Fifth Third Bancorp | 0.00% | No change | 2,146 | $179K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.6% | 2,073 | $173K |
| Signaturefd, LLC | 0.00% | Reduce -0.4% | 2,067 | $172K |
| Eastern Bank | 0.00% | Add +300.0% | 2,060 | $172K |
| Parallel Advisors, LLC | 0.00% | Add +3.6% | 1,769 | $148K |
| IFP Advisors, Inc | 0.00% | Reduce -2.9% | 1,655 | $138K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | Reduce -1.7% | 1,471 | $123K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +80.7% | 1,321 | $110K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,320 | $110K |
| US Bancorp \de | 0.00% | No change | 1,267 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.8% | 1,201 | $100K |
| Citigroup Inc. | 0.00% | No change | 1,200 | $100K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.3% | 1,180 | $98K |
| AlphaCore Capital LLC | 0.00% | Reduce -6.1% | 1,172 | $98K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -6.2% | 1,158 | $97K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,152 | $96K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +443.6% | 1,147 | $96K |
| Blair William & Co. | 0.00% | Add +4.8% | 1,059 | $88K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $86K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,018 | $85K |
| Larson Financial Group LLC | 0.00% | Reduce -0.8% | 970 | $81K |
| Concord Wealth Partners | 0.01% | Reduce -0.2% | 953 | $80K |
| American Capital Advisory, LLC | 0.04% | No change | 880 | $73K |
| MAI Capital Management | 0.00% | Add +2.5% | 853 | $71K |
| CKW Financial Group | 0.01% | Add +0.7% | 752 | $63K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -0.9% | 685 | $57K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 658 | $55K |
| Frisco Financial Planning LLC | 0.05% | Add +0.5% | 657 | $55K |
| Bank of Montreal | 0.00% | No change | 642 | $54K |
| Lanark Financial, Inc. | 0.00% | Add +84.9% | 612 | $51K |
| Elevate Wealth Advisory, Inc. | 0.03% | Reduce -37.8% | 540 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 534 | $44K |
| Founders Financial Alliance, LLC | 0.01% | No change | 512 | $43K |
| Activest Wealth Management | 0.01% | No change | 499 | $42K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $41K |
| Transce3nd, LLC | 0.02% | Reduce -5.8% | 435 | $36K |
| Capital A Wealth Management, LLC | 0.41% | Reduce -81.8% | 525 | $36K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 406 | $34K |
| Proathlete Wealth Management LLC | 0.01% | Add +43.1% | 302 | $25K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 287 | $24K |
| FSA Wealth Management LLC | 0.01% | No change | 241 | $22K |
| 1 North Wealth Services LLC | 0.01% | No change | 259 | $22K |
| McIlrath & Eck, LLC | 0.00% | Add +23.3% | 233 | $19K |
| Capital Analysts, LLC | 0.00% | New | 225 | $19K |
| Old Second National Bank of Aurora | 0.00% | No change | 205 | $17K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -32.0% | 191 | $16K |
| North Capital, Inc. | 0.01% | Add +5.5% | 153 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 132 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 118 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 114 | $10K |
| CGC Financial Services, LLC | 0.00% | No change | 112 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +0.9% | 111 | $9K |
| Nemes Rush Group LLC | 0.00% | Add +0.9% | 106 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 105 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $8K |
| Addison Advisors LLC | 0.00% | No change | 100 | $8K |
| Spire Wealth Management | 0.00% | No change | 88 | $7K |
| Paladin Advisory Group, LLC | 0.00% | No change | 73 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 72 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $5K |
| Essential Partners LLC | 0.00% | — | 62 | $5K |
| Horizon Financial Services, LLC | 0.00% | No change | 54 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +2.2% | 47 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 45 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 44 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -48.0% | 39 | $3K |
| Key Financial Inc | 0.00% | No change | 37 | $3K |
| Milestone Investment Advisors LLC | 0.00% | Add +3.1% | 33 | $3K |
| Ballast Advisors LLC | 0.00% | No change | 33 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 27 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Private Trust Co. NA | 0.00% | New | 18 | $2K |
| Evermay Wealth Management LLC | 0.00% | Reduce -41.7% | 14 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 13 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | New | 12 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 12 | $1K |
| Main Street Group, LTD | 0.00% | New | 7 | $584 |
| Tsfg, LLC | 0.00% | New | 3 | $0 |
"% 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.