iShares Core 80/20 AggressivAOAETF
13F holders, Q4 2025 (December 31)407holders +31
42new positions
26sold out
$68.94avg. 13F price*
At the end of Q4 2025, 407 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 31 from Q3 2025. 42 opened new positions and 26 sold out. The largest holders were Rockefeller Capital Management L.P. ($49.6M), LPL Financial LLC ($23.9M) and Wells Fargo & Company ($22.1M).
- Company
- iShares Core 80/20 Aggressiv
- CUSIP
- 464289859
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $14.6M |
| Exits | 26 | $14.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,004,030 shares bought and 441,679 shares sold, net +562,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 407 holders
| Rockefeller Capital Management L.P. | 0.09% | Add +1.8% | 553,823 | $49.6M |
| LPL Financial LLC | 0.01% | Add +33.9% | 266,415 | $23.9M |
| Wells Fargo & Company | 0.00% | Add +60.3% | 246,388 | $22.1M |
| Assetmark, Inc. | 0.04% | Reduce -1.3% | 239,820 | $21.5M |
| Jim Saulnier & Associates, LLC | 8.91% | Add +25.6% | 191,963 | $17.2M |
| Foundations Investment Advisors, LLC | 0.21% | Add +18.6% | 179,907 | $16.1M |
| Ellenbecker Investment Group | 2.23% | Add +22.1% | 177,854 | $15.9M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Reduce -0.1% | 154,902 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.3% | 151,751 | $13.6M |
| Stifel Financial Corp. | 0.01% | Add +401.7% | 148,595 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Add +281.8% | 140,830 | $12.6M |
| Morgan Stanley | 0.00% | Add +10.5% | 140,004 | $12.5M |
| Waverly Advisors, LLC | 0.10% | Reduce -8.2% | 134,439 | $12.0M |
| Bank of America Corp. | 0.00% | Add +2.5% | 125,633 | $11.3M |
| LBMC Investment Advisors, LLC | 0.69% | Reduce -5.2% | 124,824 | $11.2M |
| Patton Albertson Miller Group, LLC | 1.13% | Add +0.7% | 107,306 | $9.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +81.7% | 103,451 | $9.3M |
| Hopwood Nicholas Hunter | 2.98% | — | 102,174 | $9.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +6.9% | 96,311 | $8.7M |
| CX Institutional | 0.25% | Add +0.6% | 94,420 | $8.5M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -0.6% | 92,254 | $8.3M |
| Western Wealth Management, LLC | 0.32% | Add +1467.1% | 77,824 | $7.0M |
| Legacy Financial Group LLC | 0.85% | Add +2.3% | 75,053 | $6.9M |
| Prosperity Consulting Group, LLC | 0.30% | Add +6.5% | 75,455 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.4% | 72,298 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +10.7% | 68,763 | $6.2M |
| Consilium Wealth Advisory, LLC | 2.23% | Add +3.5% | 67,580 | $6.1M |
| Cetera Investment Advisers | 0.01% | Reduce -53.7% | 63,713 | $5.7M |
| Unique Wealth, LLC | 0.79% | Reduce -10.6% | 63,439 | $5.7M |
| GeoWealth Management, LLC | 0.21% | Reduce -14.5% | 62,412 | $5.6M |
| Clearstead Advisors, LLC | 0.07% | Reduce -0.1% | 61,968 | $5.5M |
| Wealth Alliance, LLC | 0.54% | Reduce -1.3% | 61,130 | $5.5M |
| Harbour Investments, Inc. | 0.10% | Add +0.1% | 57,246 | $5.1M |
| Legacy Wealth Partners, LLC | 1.31% | — | 56,339 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.4% | 52,025 | $4.7M |
| Fort Henry Capital, LLC | 2.64% | Add +3.5% | 48,036 | $4.3M |
| UBS Group AG | 0.00% | Add +0.4% | 47,001 | $4.2M |
| Weaver Consulting Group | 1.00% | Add +8.8% | 45,455 | $4.1M |
| Ritholtz Wealth Management | 0.07% | Reduce -0.2% | 43,884 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.8% | 42,169 | $3.8M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -2.1% | 42,774 | $3.8M |
| Mutual Advisors, LLC | 0.07% | Add +6.0% | 38,206 | $3.4M |
| Canal Capital Management, LLC | 0.46% | Reduce -0.5% | 36,399 | $3.3M |
| Westmount Partners, LLC | 0.81% | Reduce -5.3% | 36,360 | $3.3M |
| Hanover Advisors Inc. | 1.26% | Add +1046.4% | 36,181 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Add +6.5% | 36,045 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +28.3% | 35,062 | $3.1M |
| Allworth Financial LP | 0.01% | Add +3.4% | 33,338 | $3.0M |
| ODonnell Financial Services, LLC | 0.96% | Reduce -3.8% | 31,434 | $2.8M |
| Marino, Stram & Associates LLC | 0.50% | Reduce -5.8% | 30,946 | $2.8M |
| Cerity Partners LLC | 0.00% | Add +9.7% | 30,773 | $2.8M |
| RTD Financial Advisors, Inc. | 0.33% | Add +4.1% | 29,869 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +16.5% | 28,926 | $2.6M |
| Archford Capital Strategies, LLC | 0.30% | Reduce -1.1% | 28,634 | $2.6M |
| Creative Planning | 0.00% | Add +113.7% | 28,541 | $2.6M |
| Clifford Swan Investment Counsel LLC | 0.08% | New | 28,503 | $2.6M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -2.9% | 28,469 | $2.5M |
| Strategic Blueprint, LLC | 0.15% | New | 28,107 | $2.5M |
| Redhawk Wealth Advisors, Inc. | 0.28% | Add +9.5% | 27,624 | $2.5M |
| Madrid Financial Services | 1.72% | Add +19.6% | 26,693 | $2.4M |
| Wealth Forward, LLC | 1.32% | Add +3.1% | 26,038 | $2.3M |
| HFM Investment Advisors, LLC | 0.91% | Reduce -1.7% | 25,937 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -2.3% | 25,691 | $2.3M |
| Somnio Financial Group, LLC | 1.51% | Add +2.5% | 25,537 | $2.3M |
| NorthStar Asset Management LLC | 1.00% | Add +0.0% | 2,194,162 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -3.1% | 24,710 | $2.2M |
| Strategic Advocates LLC | 0.56% | Reduce -2.8% | 24,508 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 23,835 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +3.3% | 23,622 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +11.8% | 23,226 | $2.1M |
| Greystone Financial Group, LLC | 0.31% | Reduce -1.9% | 22,405 | $2.0M |
| Buttonwood Financial Group, LLC | 1.04% | Reduce -7.5% | 21,332 | $1.9M |
| Worth Asset Management, LLC | 0.81% | Reduce -2.8% | 21,413 | $1.9M |
| Lodestar Private Asset Management LLC | 0.19% | Add +26.8% | 21,402 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 21,345 | $1.9M |
| Visionary Wealth Advisors | 0.09% | Add +5.6% | 21,162 | $1.9M |
| Arcus Capital Partners, LLC | 0.67% | Add +0.4% | 20,967 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 20,342 | $1.8M |
| Capital Insight Partners, LLC | 0.39% | Add +3.5% | 20,322 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.51% | Reduce -3.9% | 20,237 | $1.8M |
| Syverson Strege & Co | 0.43% | Reduce -7.8% | 20,088 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +26.2% | 20,076 | $1.8M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -3.7% | 19,310 | $1.7M |
| CGN Advisors LLC | 0.14% | Add +0.4% | 19,190 | $1.7M |
| Moss Adams Wealth Advisors LLC | 0.12% | Reduce -0.5% | 18,929 | $1.7M |
| Tobias Financial Advisors, Inc. | 0.24% | Reduce -4.9% | 18,807 | $1.7M |
| Mariner, LLC | 0.00% | Add +9.1% | 18,213 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.1% | 16,634 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 16,608 | $1.5M |
| Hobbs Group Advisors, LLC | 0.44% | Add +78.2% | 16,363 | $1.5M |
| Northwest Wealth Management, LLC | 0.23% | Reduce -72.6% | 16,320 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.0% | 16,293 | $1.5M |
| Summit Wealth Partners, LLC | 0.27% | Add +1.7% | 16,251 | $1.5M |
| Tempus Wealth Planning, LLC | 0.33% | Add +2.7% | 16,069 | $1.4M |
| Waterloo Capital, L.P. | 0.10% | Reduce -8.4% | 15,657 | $1.4M |
| MOR Wealth Management, LLC | 0.63% | — | 15,494 | $1.4M |
| Sovereign Financial Group, Inc. | 0.25% | Add +183.0% | 15,446 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +81.1% | 15,325 | $1.4M |
| Saxony Capital Management, LLC | 0.82% | Add +1.5% | 15,011 | $1.3M |
| Wealthedge Investment Advisors, LLC | 0.49% | Add +2.9% | 14,827 | $1.3M |
"% 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.