iShares Core 80/20 AggressivAOAETF
13F holders, Q3 2025 (September 30)376holders +18
43new positions
21sold out
2famous investors
$66.71avg. 13F price*
At the end of Q3 2025, 376 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 18 from Q2 2025. 43 opened new positions and 21 sold out. The largest holders were Rockefeller Capital Management L.P. ($48.0M), Assetmark, Inc. ($21.4M) and LPL Financial LLC ($17.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core 80/20 Aggressiv
- CUSIP
- 464289859
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $25.9M |
| Exits | 21 | $7.2M |
All 13F filers, Q2 2025 → Q3 2025: 600,189 shares bought and 831,782 shares sold, net −231,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 376 holders
| Rockefeller Capital Management L.P. | 0.09% | Add +2.5% | 544,260 | $48.0M |
| Assetmark, Inc. | 0.05% | Reduce -9.2% | 243,056 | $21.4M |
| LPL Financial LLC | 0.01% | Add +15.7% | 199,030 | $17.5M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Reduce -0.0% | 155,008 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.5% | 153,807 | $13.6M |
| Wells Fargo & Company | 0.00% | Add +33.8% | 153,731 | $13.5M |
| Jim Saulnier & Associates, LLC | 7.51% | Add +4.0% | 152,793 | $13.5M |
| Foundations Investment Advisors, LLC | 0.19% | Add +33.4% | 151,684 | $13.4M |
| Waverly Advisors, LLC | 0.13% | Reduce -1.1% | 146,389 | $12.9M |
| Ellenbecker Investment Group | 1.90% | Add +6.4% | 145,705 | $12.8M |
| Cetera Investment Advisers | 0.01% | Add +4.3% | 137,539 | $12.1M |
| LBMC Investment Advisors, LLC | 0.74% | Reduce -2.4% | 131,605 | $11.6M |
| Morgan Stanley | 0.00% | Reduce -6.5% | 126,737 | $11.2M |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 122,585 | $10.8M |
| Patton Albertson Miller Group, LLC | 1.13% | Add +2.9% | 106,548 | $9.4M |
| CX Institutional | 0.25% | Reduce -80.3% | 93,861 | $8.3M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +11.7% | 92,813 | $8.2M |
| Thrivent Financial for Lutherans | 0.02% | New | 90,063 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.6% | 88,621 | $7.8M |
| Legacy Financial Group LLC | 0.85% | Reduce -11.7% | 73,360 | $6.5M |
| GeoWealth Management, LLC | 0.23% | Reduce -14.3% | 72,998 | $6.4M |
| Financial Advocates Investment Management | 3.55% | Add +0.5% | 71,608 | $6.3M |
| Unique Wealth, LLC | 0.92% | Reduce -7.5% | 70,948 | $6.3M |
| Prosperity Consulting Group, LLC | 0.31% | Add +18.8% | 70,879 | $6.2M |
| Consilium Wealth Advisory, LLC | 2.22% | Add +1.0% | 65,322 | $5.8M |
| Clearstead Advisors, LLC | 0.08% | Reduce -0.8% | 62,002 | $5.5M |
| Wealth Alliance, LLC | 0.56% | Reduce -2.0% | 61,912 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +10.8% | 62,121 | $5.4M |
| Northwest Wealth Management, LLC | 0.87% | Reduce -2.2% | 59,615 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +26.4% | 59,420 | $5.2M |
| Harbour Investments, Inc. | 0.11% | Add +15.2% | 57,165 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.7% | 56,925 | $5.0M |
| UBS Group AG | 0.00% | Reduce -4.7% | 46,813 | $4.1M |
| Fort Henry Capital, LLC | 2.60% | Add +3.3% | 46,413 | $4.1M |
| Ritholtz Wealth Management | 0.08% | Reduce -0.7% | 43,986 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.0% | 43,833 | $3.9M |
| SteelPeak Wealth, LLC | 0.13% | Add +5.2% | 43,679 | $3.8M |
| Weaver Consulting Group | 0.94% | Add +1.4% | 41,787 | $3.7M |
| Westmount Partners, LLC | 0.88% | Add +57.7% | 38,375 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 36,887 | $3.3M |
| Canal Capital Management, LLC | 0.48% | Reduce -2.4% | 36,579 | $3.2M |
| Mutual Advisors, LLC | 0.07% | Add +2.7% | 36,040 | $3.2M |
| Elevation Capital Advisory, LLC | 1.21% | New | 34,454 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.9% | 33,842 | $3.0M |
| Marino, Stram & Associates LLC | 0.52% | Reduce -1.6% | 32,835 | $2.9M |
| ODonnell Financial Services, LLC | 1.02% | Add +8.8% | 32,681 | $2.9M |
| Allworth Financial LP | 0.01% | Add +3.3% | 32,243 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 29,617 | $2.6M |
| Perigon Wealth Management, LLC | 0.05% | Add +1.4% | 29,312 | $2.6M |
| Archford Capital Strategies, LLC | 0.30% | Add +0.8% | 28,952 | $2.6M |
| RTD Financial Advisors, Inc. | 0.30% | Reduce -1.0% | 28,683 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +0.3% | 28,047 | $2.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +11.5% | 27,339 | $2.4M |
| HFM Investment Advisors, LLC | 0.94% | Add +2.7% | 26,384 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +5.2% | 26,297 | $2.3M |
| Savant Capital, LLC | 0.01% | Reduce -3.2% | 25,742 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -6.0% | 25,496 | $2.2M |
| Wealth Forward, LLC | 1.29% | Reduce -14.9% | 25,252 | $2.2M |
| Redhawk Wealth Advisors, Inc. | 0.26% | Add +23.9% | 25,227 | $2.2M |
| NorthStar Asset Management LLC | 1.06% | Add +0.0% | 2,194,160 | $2.2M |
| Strategic Advocates LLC | 0.58% | Add +2.5% | 25,207 | $2.2M |
| Somnio Financial Group, LLC | 1.49% | Reduce -1.3% | 24,919 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 24,834 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -5.3% | 23,381 | $2.1M |
| Buttonwood Financial Group, LLC | 0.88% | Add +0.7% | 23,069 | $2.0M |
| Brookstone Capital Management | 0.02% | Add +0.1% | 22,867 | $2.0M |
| Greystone Financial Group, LLC | 0.31% | Add +1.6% | 22,848 | $2.0M |
| Madrid Financial Services | 1.23% | Add +13.3% | 22,323 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.6% | 22,092 | $1.9M |
| Worth Asset Management, LLC | 0.87% | New | 22,028 | $1.9M |
| Syverson Strege & Co | 0.46% | Reduce -4.0% | 21,778 | $1.9M |
| Peregrine Asset Advisers, Inc. | 0.56% | Reduce -6.6% | 21,059 | $1.9M |
| Arcus Capital Partners, LLC | 0.81% | Add +1.8% | 20,888 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -4.9% | 20,840 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +6.5% | 20,782 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.0% | 20,242 | $1.8M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -9.6% | 20,058 | $1.8M |
| Visionary Wealth Advisors | 0.08% | Add +1.6% | 20,035 | $1.8M |
| Tobias Financial Advisors, Inc. | 0.26% | Add +12.1% | 19,781 | $1.7M |
| Capital Insight Partners, LLC | 0.29% | Reduce -0.0% | 19,625 | $1.7M |
| CGN Advisors LLC | 0.14% | Reduce -0.8% | 19,119 | $1.7M |
| Moss Adams Wealth Advisors LLC | 0.13% | Add +86.9% | 19,031 | $1.7M |
| Cynosure Group, LLC | 0.17% | No change | 18,228 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +17.8% | 17,163 | $1.5M |
| Waterloo Capital, L.P. | 0.11% | Reduce -19.6% | 17,095 | $1.5M |
| Lodestar Private Asset Management LLC | 0.16% | Add +16.7% | 16,873 | $1.5M |
| Mariner, LLC | 0.00% | Add +0.7% | 16,695 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.4% | 16,523 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.4% | 16,132 | $1.4M |
| Summit Wealth Partners, LLC | 0.25% | Reduce -2.7% | 15,981 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +19.6% | 15,908 | $1.4M |
| Tempus Wealth Planning, LLC | 0.32% | Reduce -4.6% | 15,643 | $1.4M |
| Saxony Capital Management, LLC | 0.86% | Add +13.4% | 14,792 | $1.3M |
| Cornerstone Planning Group LLC | 0.21% | Reduce -8.6% | 14,487 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 14,462 | $1.3M |
| Wealthedge Investment Advisors, LLC | 0.48% | Add +6.1% | 14,415 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.71% | Reduce -9.7% | 14,342 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.8% | 14,203 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | New | 14,124 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.14% | Add +0.4% | 13,625 | $1.2M |
"% 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.