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 |
| Astoria Portfolio Advisors LLC. | 0.31% | New | 13,414 | $1.2M |
| Creative Planning | 0.00% | Reduce -29.0% | 13,353 | $1.2M |
| Mainsail Asset Management, LLC | 0.51% | Add +1.6% | 13,290 | $1.2M |
| Plan Group Financial, LLC | 0.31% | Reduce -17.1% | 12,981 | $1.1M |
| Aspiriant, LLC | 0.03% | Add +1.0% | 12,818 | $1.1M |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -0.0% | 12,522 | $1.1M |
| World Equity Group, Inc. | 0.25% | Add +2.6% | 12,341 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.7% | 12,302 | $1.1M |
| BlueStem Wealth Partners, LLC | 0.12% | Reduce -10.1% | 12,223 | $1.1M |
| Prentice Wealth Management LLC | 0.26% | Add +10.6% | 12,089 | $1.1M |
| Focus Partners Wealth | 0.00% | No change | 11,972 | $1.1M |
| High Falls Advisors, Inc | 0.21% | Add +0.9% | 11,519 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.9% | 11,435 | $1.0M |
| Mission Wealth Management, LP | 0.02% | Add +163.8% | 11,416 | $1.0M |
| Maia Wealth LLC | 0.17% | Add +35.9% | 11,137 | $997K |
| Acropolis Investment Management, LLC | 0.05% | Add +207.7% | 11,209 | $935K |
| Avior Wealth Management, LLC | 0.03% | Add +1.6% | 10,580 | $932K |
| Diversified Trust Co. | 0.02% | Add +4.7% | 10,514 | $927K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.1% | 10,459 | $922K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -18.9% | 10,438 | $920K |
| Bcwm, LLC | 0.27% | Reduce -0.1% | 10,341 | $911K |
| Valmark Advisers, Inc. | 0.01% | Add +1.5% | 10,153 | $895K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.8% | 10,070 | $888K |
| Rothschild Wealth LLC | 0.19% | Add +0.3% | 9,917 | $874K |
| Stonebridge Financial Group, LLC | 0.08% | Add +1.9% | 9,901 | $873K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -1.9% | 9,813 | $865K |
| Lido Advisors, LLC | 0.00% | Add +4.7% | 9,774 | $861K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.8% | 9,762 | $860K |
| Clear Creek Financial Management, LLC | 0.07% | Add +3.0% | 9,725 | $857K |
| Kickstand Ventures, Llc. | 0.18% | No change | 9,297 | $819K |
| Hobbs Group Advisors, LLC | 0.25% | Reduce -42.1% | 9,182 | $809K |
| Mgo One Seven LLC | 0.02% | Add +7.1% | 9,003 | $794K |
| Brighton Jones LLC | 0.02% | Add +0.6% | 8,854 | $780K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -6.0% | 8,761 | $772K |
| Boston Standard Wealth Management, LLC | 0.13% | Add +9.8% | 8,663 | $764K |
| ABLE Financial Group, LLC | 0.17% | Add +20.8% | 8,641 | $762K |
| MPS Loria Financial Planners, LLC | 0.20% | Add +3.6% | 8,640 | $762K |
| Advisory Services Network, LLC | 0.01% | Reduce -11.7% | 8,464 | $746K |
| Mullooly Asset Management, Inc. | 0.27% | Reduce -5.7% | 8,109 | $715K |
| Trilogy Capital Inc. | 0.03% | Reduce -77.8% | 8,079 | $712K |
| AE Wealth Management LLC | 0.00% | Reduce -2.6% | 8,074 | $712K |
| GEN Financial Management, INC. | 0.61% | Add +1.3% | 8,009 | $706K |
| AQR Capital Management | 0.00% | New | 7,944 | $700K |
| Weitzel Financial Services, Inc. | 0.28% | Add +20.5% | 7,978 | $697K |
| Centerline Wealth Advisors, LLC | 0.30% | Reduce -53.0% | 7,758 | $684K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -27.2% | 7,754 | $683K |
| Trivium Point Advisory, LLC | 0.07% | Add +4.9% | 7,704 | $679K |
| Orin Green Financial, LLC | 0.27% | No change | 7,664 | $676K |
| Courage Miller Partners, LLC | 0.20% | Reduce -7.7% | 7,661 | $675K |
| Citadel Advisors | 0.00% | New | 7,536 | $664K |
| Mountain Capital Investment Advisors Inc. | 0.12% | Reduce -1.4% | 7,504 | $664K |
| PFG Private Wealth Management, LLC | 0.30% | New | 7,507 | $662K |
| Integrity Wealth Solutions LLC | 0.30% | Add +17.6% | 7,507 | $662K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -3.7% | 7,495 | $661K |
| Fidato Wealth LLC | 0.43% | Reduce -11.5% | 7,462 | $658K |
| IFG Advisory, LLC | 0.03% | Reduce -31.9% | 7,392 | $652K |
| MRWM Advisors, LLC | 0.37% | Reduce -3.7% | 7,353 | $648K |
| Krilogy Financial LLC | 0.02% | New | 7,279 | $648K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +143.4% | 7,325 | $646K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.0% | 7,323 | $645K |
| FMR LLC | 0.00% | Add +43.5% | 7,300 | $643K |
| Klingman & Associates, LLC | 0.03% | No change | 7,254 | $639K |
| Gallacher Capital Management LLC | 0.25% | Reduce -5.7% | 7,252 | $639K |
| VestGen Advisors, LLC | 0.02% | No change | 7,099 | $626K |
| One Capital Management, LLC | 0.02% | Reduce -36.3% | 7,081 | $624K |
| Marion Wealth Management | 0.15% | Reduce -1.1% | 7,051 | $621K |
| Marshall Financial Group Inc. | 0.17% | Reduce -11.8% | 6,951 | $613K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -55.8% | 6,863 | $605K |
| Topel & Distasi Wealth Management, LLC | 0.30% | Add +2.6% | 6,807 | $600K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -90.0% | 6,642 | $592K |
| Integrity Financial Corp | 0.28% | Reduce -0.8% | 6,688 | $589K |
| CENTRAL TRUST Co | 0.01% | Add +0.7% | 6,636 | $585K |
| Sanctuary Advisors, LLC | 0.00% | Add +41.5% | 6,628 | $584K |
| SimpliFi, Inc. | 0.25% | Reduce -7.4% | 6,512 | $574K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | Add +2.6% | 6,472 | $570K |
| Modera Wealth Management, LLC | 0.01% | Reduce -10.8% | 6,438 | $567K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -34.0% | 6,429 | $566K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +11.5% | 6,350 | $560K |
| HB Wealth Management, LLC | 0.00% | Add +61.0% | 6,293 | $555K |
| Boyum Wealth Architects LLC | 0.34% | New | 6,246 | $551K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 6,223 | $548K |
| Eight 31 Financial, LLC | 0.30% | Add +0.5% | 6,128 | $540K |
| Aquire Wealth Advisors, LLC | 0.13% | Reduce -2.2% | 6,036 | $532K |
| West Wealth Group, LLC | 0.12% | Add +2.1% | 6,027 | $531K |
| Global Retirement Partners, LLC | 0.01% | Add +2.5% | 5,979 | $527K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.5% | 5,956 | $525K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.7% | 5,842 | $515K |
| JNBA Financial Advisors | 0.05% | Reduce -7.9% | 5,824 | $513K |
| Regal Investment Advisors LLC | 0.03% | Add +0.8% | 5,807 | $512K |
| FWG Investments, LLC. | 0.35% | New | 5,782 | $510K |
| Arbor Investment Advisors, LLC | 0.06% | Add +36.1% | 5,722 | $504K |
| Root Financial Partners, LLC | 0.03% | No change | 5,572 | $491K |
| Great Point Wealth Advisors, LLC | 0.09% | — | 5,517 | $486K |
| Sovereign Financial Group, Inc. | 0.09% | Add +0.9% | 5,458 | $481K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.5% | 5,296 | $477K |
| Tarbox Family Office, Inc. | 0.07% | Add +0.3% | 5,376 | $474K |
| Altura Wealth Advisors Inc. | 0.22% | Add +3.2% | 5,268 | $464K |
| Efficient Advisors, LLC | 0.03% | Reduce -17.2% | 5,259 | $464K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +2.5% | 5,205 | $459K |
| Frederick Financial Consultants, LLC | 0.25% | Reduce -0.3% | 5,140 | $453K |
| Divergent Planning, LLC | 0.12% | Add +0.8% | 4,975 | $441K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.0% | 4,966 | $438K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | New | 4,930 | $435K |
| Diversify Wealth Management, LLC | 0.02% | Add +28.1% | 4,744 | $424K |
| Bellwether Advisors, LLC | 0.07% | Add +6.7% | 4,669 | $412K |
| IMA Advisory Services, Inc. | 0.04% | Reduce -54.2% | 5,041 | $410K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 4,634 | $408K |
| RFP Financial Group LLC | 0.16% | Reduce -11.6% | 5,282 | $405K |
| Legacy Wealth Managment, LLC | 0.18% | New | 4,585 | $404K |
| JFS Wealth Advisors, LLC | 0.02% | Add +2.0% | 4,542 | $400K |
| Old Mission Capital LLC | 0.01% | New | 4,527 | $399K |
| Berman McAleer LLC | 0.06% | — | 4,505 | $397K |
| MML Investors Services, LLC | 0.00% | Reduce -5.1% | 4,498 | $396K |
| BCGM Wealth Management, LLC | 0.10% | Add +5.8% | 4,491 | $396K |
| Secured Retirement Advisors, LLC | 0.21% | Reduce -2.5% | 4,283 | $378K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.3% | 4,281 | $377K |
| Vise Technologies, Inc. | 0.01% | New | 4,260 | $375K |
| Jane Street Group, LLC | 0.00% | New | 4,187 | $369K |
| Well Done, LLC | 0.06% | Add +5.5% | 4,185 | $369K |
| Harvest Investment Services, LLC | 0.07% | Add +0.8% | 4,092 | $361K |
| SWP Financial LLC | 0.18% | Reduce -2.5% | 4,051 | $357K |
| Nvwm, LLC | 0.08% | Add +1.6% | 4,024 | $355K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 4,000 | $353K |
| Gould Capital, LLC | 0.22% | Reduce -17.8% | 3,964 | $349K |
| Archvest Wealth Advisors, Inc. | 0.31% | Reduce -92.4% | 3,938 | $347K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 3,865 | $341K |
| Composition Wealth, LLC | 0.01% | Reduce -68.1% | 3,812 | $336K |
| Summit Trail Advisors, LLC | 0.00% | Add +10.8% | 3,674 | $324K |
| Fca Corp. | 0.09% | Add +32.8% | 3,670 | $323K |
| Financial Strategies Group, Inc. | 0.06% | Reduce -6.3% | 3,606 | $323K |
| Wealth Effects LLC | 0.10% | New | 3,657 | $322K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +0.2% | 3,602 | $317K |
| Choice Wealth Advisors LLC | 0.13% | Add +1.0% | 3,559 | $314K |
| New Capital Management LP | 0.08% | Add +1.2% | 3,525 | $311K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +13.6% | 3,485 | $307K |
| Altrius Capital Management Inc | 0.07% | Add +0.3% | 3,447 | $304K |
| Milestone Asset Management, LLC | 0.06% | Reduce -0.9% | 3,444 | $304K |
| Cardinal Point Capital Management ULC | 0.02% | New | 3,427 | $300K |
| Mayfair Advisory Group, LLC | 0.13% | Add +1.5% | 3,406 | $300K |
| CoreCap Advisors, LLC | 0.01% | Add +7.0% | 3,403 | $300K |
| Comerica Bank | 0.00% | Add +0.7% | 3,330 | $294K |
| Cwm, LLC | 0.00% | Add +21.0% | 3,326 | $293K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,267 | $292K |
| Truist Financial Corp. | 0.00% | Add +14.2% | 3,297 | $291K |
| Columbia River Financial Group, LLC | 0.17% | Add +0.1% | 3,162 | $283K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -1.4% | 3,206 | $283K |
| Jones Financial Companies LLLP | 0.00% | Add +22.5% | 3,229 | $282K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +2.5% | 3,181 | $280K |
| Hanover Advisors Inc. | 0.11% | New | 3,156 | $278K |
| Fiduciary Financial Group, LLC | 0.04% | Add +3.5% | 3,113 | $274K |
| McNamara Financial Services, Inc. | 0.05% | Add +2.0% | 3,099 | $273K |
| Focus Financial Network, Inc. | 0.01% | Add +14.3% | 3,068 | $270K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.7% | 3,013 | $266K |
| Twelve Points Wealth Management LLC | 0.07% | Add +21.4% | 3,009 | $265K |
| Compound Planning, Inc. | 0.01% | Reduce -1.1% | 2,960 | $261K |
| tru Independence LLC | 0.07% | No change | 2,925 | $258K |
| Westshore Wealth, LLC | 0.09% | Reduce -38.0% | 2,904 | $256K |
| Bay Harbor Wealth Management, LLC | 0.07% | Reduce -7.7% | 2,887 | $254K |
| Vested Financial Planning, LLC | 0.21% | Add +15.0% | 2,882 | $254K |
| Meridian Wealth Advisors, LLC | 0.04% | New | 2,853 | $251K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.3% | 2,852 | $251K |
| Client 1ST Advisory Group, LLC | 0.08% | Reduce -14.2% | 2,845 | $251K |
| Family Wealth Partners, LLC | 0.09% | Reduce -2.0% | 2,839 | $250K |
| Valpey Financial Services, LLC | 0.16% | Add +0.6% | 2,814 | $248K |
| Atlas Legacy Advisors, LLC | 0.05% | No change | 2,778 | $245K |
| Salus Financial Advisors, LLC | 0.15% | Reduce -9.8% | 2,768 | $244K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.11% | New | 2,741 | $242K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,701 | $238K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.5% | 2,680 | $236K |
| Sightline Wealth Advisors, LLC | 0.10% | Add +0.7% | 2,636 | $232K |
| Cora Capital Advisors LLC | 0.10% | No change | 2,617 | $231K |
| Magnolia Capital Advisors LLC | 0.06% | New | 2,578 | $227K |
| TL Private Wealth | 0.09% | Reduce -5.9% | 2,592 | $227K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,525 | $223K |
| Annex Advisory Services, LLC | 0.00% | Reduce -2.3% | 2,522 | $222K |
| Chemistry Wealth Management LLC | 0.04% | Add +1.5% | 2,508 | $221K |
| New Republic Capital, LLC | 0.07% | Add +4.4% | 2,491 | $220K |
| National Bank of Canada | 0.00% | Add +3.8% | 2,495 | $219K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +0.1% | 2,470 | $218K |
| Arkansas Financial Group, Inc. | 0.03% | Add +1.1% | 2,467 | $217K |
| GWN Securities Inc. | 0.05% | Reduce -52.4% | 2,438 | $215K |
| Napa Wealth Management | 0.10% | Add +1.5% | 2,435 | $215K |
| Perissos Private Wealth Management, LLC | 0.16% | New | 2,435 | $215K |
| Abound Financial, LLC | 0.09% | Add +0.7% | 2,435 | $215K |
| Lazari Capital Management, Inc. | 0.07% | New | 2,418 | $213K |
| Discipline Wealth Solutions, LLC | 0.06% | New | 2,412 | $213K |
| Forte Asset Management LLC | 0.10% | New | 2,399 | $211K |
| Insight Wealth Partners, LLC | 0.09% | New | 2,390 | $211K |
| Longview Financial Advisors LLC | 0.12% | Add +0.3% | 2,381 | $210K |
| Partners in Financial Planning | 0.04% | New | 2,379 | $210K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,346 | $207K |
| OMNI 360 Wealth, Inc. | 0.11% | New | 2,318 | $204K |
| Stephens Inc. | 0.00% | New | 2,314 | $204K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,297 | $202K |
| HUB Investment Partners, LLC | 0.01% | New | 2,288 | $202K |
| Running Point Capital Advisors, LLC | 0.05% | No change | 2,250 | $198K |
| Fifth Third Bancorp | 0.00% | No change | 2,146 | $189K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -7.0% | 2,117 | $187K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 2,082 | $184K |
| PNC Financial Services Group, Inc. | 0.00% | Add +70.1% | 2,043 | $180K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,909 | $168K |
| IFP Advisors, Inc | 0.00% | Add +13.8% | 1,884 | $166K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.1% | 1,768 | $156K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -22.4% | 1,609 | $142K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.2% | 1,375 | $121K |
| Lanark Financial, Inc. | 0.01% | Add +118.1% | 1,335 | $118K |
| US Bancorp \de | 0.00% | Reduce -4.0% | 1,217 | $107K |
| AlphaCore Capital LLC | 0.00% | Add +3.0% | 1,207 | $106K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.8% | 1,189 | $105K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.2% | 1,160 | $102K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,147 | $101K |
| Citigroup Inc. | 0.00% | Reduce -8.3% | 1,100 | $97K |
| Blair William & Co. | 0.00% | Add +3.4% | 1,095 | $97K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $91K |
| Mather Group, Llc. | 0.00% | New | 1,000 | $88K |
| MAI Capital Management | 0.00% | Add +15.9% | 989 | $87K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 977 | $86K |
| American Capital Advisory, LLC | 0.04% | No change | 880 | $78K |
| CKW Financial Group | 0.01% | Add +0.7% | 757 | $67K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 685 | $60K |
| Frisco Financial Planning LLC | 0.05% | Add +0.6% | 661 | $58K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 658 | $58K |
| Bank of Montreal | 0.00% | Add +0.2% | 643 | $57K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -40.6% | 605 | $53K |
| Elevate Wealth Advisory, Inc. | 0.04% | Add +9.4% | 591 | $52K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 534 | $47K |
| Founders Financial Alliance, LLC | 0.01% | No change | 512 | $45K |
| Activest Wealth Management | 0.01% | No change | 499 | $44K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $44K |
| Noble Wealth Management PBC | 0.02% | — | 490 | $43K |
| Eastern Bank | 0.00% | Reduce -78.6% | 440 | $39K |
| Clarity Asset Management, Inc. | 0.02% | New | 382 | $34K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 350 | $31K |
| Proathlete Wealth Management LLC | 0.01% | Add +0.7% | 304 | $27K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 289 | $26K |
| FSA Wealth Management LLC | 0.01% | No change | 241 | $24K |
| 1 North Wealth Services LLC | 0.01% | No change | 259 | $23K |
| McIlrath & Eck, LLC | 0.00% | Add +7.7% | 251 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 225 | $20K |
| North Capital, Inc. | 0.01% | Add +43.8% | 220 | $19K |
| Old Second National Bank of Aurora | 0.00% | No change | 205 | $18K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 191 | $17K |
| Caldwell Trust Co | 0.00% | New | 175 | $15K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.8% | 133 | $12K |
| Financial Life Planners | 0.01% | New | 131 | $12K |
| Valley National Advisers Inc. | 0.00% | New | 128 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +7.2% | 119 | $10K |
| 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 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 106 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 105 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.0% | 101 | $9K |
| Addison Advisors LLC | 0.00% | No change | 100 | $9K |
| Spire Wealth Management | 0.00% | No change | 88 | $8K |
| Paladin Advisory Group, LLC | 0.01% | No change | 73 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $6K |
| Essential Partners LLC | 0.00% | No change | 62 | $5K |
| Horizon Financial Services, LLC | 0.00% | No change | 54 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 47 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 45 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 44 | $4K |
| Milestone Investment Advisors LLC | 0.00% | Add +27.3% | 42 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 39 | $3K |
| Key Financial Inc | 0.00% | No change | 37 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -15.4% | 33 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -7.4% | 25 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Private Trust Co. NA | 0.00% | Reduce -11.1% | 16 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 14 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 13 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| Tsfg, LLC | 0.00% | No change | 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.