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 |
| Per Stirling Capital Management, LLC. | 0.15% | Add +8.2% | 14,742 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.8% | 14,727 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.63% | Add +1.4% | 14,547 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +1.2% | 14,375 | $1.3M |
| Prentice Wealth Management LLC | 0.29% | Add +18.3% | 14,306 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -0.8% | 14,009 | $1.3M |
| Mainsail Asset Management, LLC | 0.51% | Add +1.0% | 13,417 | $1.2M |
| Rothschild Wealth LLC | 0.11% | Add +34.7% | 13,355 | $1.2M |
| Aspiriant, LLC | 0.03% | Add +3.2% | 13,227 | $1.2M |
| Nicolet Advisory Services, LLC | 0.08% | Add +0.3% | 12,561 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.5% | 12,605 | $1.1M |
| Cornerstone Planning Group LLC | 0.17% | Reduce -16.2% | 12,134 | $1.1M |
| BlueStem Wealth Partners, LLC | 0.12% | Add +2.1% | 12,478 | $1.1M |
| Thryve Wealth Management LLC | 0.53% | — | 11,979 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.1% | 11,671 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -2.8% | 11,639 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +92.3% | 11,456 | $1.0M |
| Acropolis Investment Management, LLC | 0.05% | Add +0.7% | 11,289 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +4.9% | 11,027 | $988K |
| High Falls Advisors, Inc | 0.20% | Reduce -4.4% | 11,013 | $986K |
| World Equity Group, Inc. | 0.27% | Reduce -12.3% | 10,824 | $969K |
| Stonebridge Financial Group, LLC | 0.08% | Add +6.8% | 10,569 | $947K |
| Savant Capital, LLC | 0.01% | Reduce -59.0% | 10,552 | $945K |
| ABLE Financial Group, LLC | 0.19% | Add +19.7% | 10,345 | $926K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -2.1% | 10,219 | $915K |
| Bcwm, LLC | 0.27% | Reduce -1.7% | 10,165 | $910K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 10,162 | $910K |
| Integrity Wealth Solutions LLC | 0.36% | Add +34.6% | 10,103 | $905K |
| Motley Fool Wealth Management, LLC | 0.07% | New | 9,917 | $888K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +1.2% | 9,883 | $885K |
| One Capital Management, LLC | 0.03% | Add +39.3% | 9,863 | $883K |
| Lido Advisors, LLC | 0.00% | Add +1.6% | 9,935 | $876K |
| GEN Financial Management, INC. | 0.55% | Add +21.3% | 9,714 | $870K |
| Maia Wealth LLC | 0.15% | Reduce -16.1% | 9,349 | $863K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -2.3% | 9,584 | $858K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -1.6% | 9,572 | $857K |
| MPS Loria Financial Planners, LLC | 0.21% | Add +7.8% | 9,310 | $834K |
| Kickstand Ventures, Llc. | 0.18% | No change | 9,297 | $833K |
| HighPoint Advisor Group LLC | 0.02% | New | 9,226 | $826K |
| Mission Wealth Management, LP | 0.02% | Reduce -19.4% | 9,207 | $825K |
| FMR LLC | 0.00% | Add +24.1% | 9,062 | $812K |
| Boston Standard Wealth Management, LLC | 0.13% | Add +4.2% | 9,024 | $808K |
| Avior Wealth Management, LLC | 0.02% | Reduce -18.0% | 8,676 | $777K |
| Wealthquest Corp | 0.06% | New | 8,544 | $765K |
| Berman McAleer LLC | 0.10% | Add +86.0% | 8,377 | $750K |
| Mullooly Asset Management, Inc. | 0.27% | Add +2.7% | 8,330 | $746K |
| Mgo One Seven LLC | 0.02% | Reduce -7.7% | 8,308 | $744K |
| Plan Group Financial, LLC | 0.19% | Reduce -36.4% | 8,252 | $739K |
| Fidato Wealth LLC | 0.46% | Add +8.9% | 8,125 | $728K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +8.1% | 8,100 | $725K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -7.6% | 8,095 | $725K |
| Weitzel Financial Services, Inc. | 0.28% | Add +0.5% | 8,020 | $722K |
| Trivium Point Advisory, LLC | 0.07% | Add +3.3% | 7,961 | $713K |
| Janney Montgomery Scott LLC | 0.00% | Add +27.5% | 7,936 | $711K |
| Krilogy Financial LLC | 0.02% | Add +5.2% | 7,654 | $704K |
| Marion Wealth Management | 0.16% | Add +8.9% | 7,682 | $704K |
| AE Wealth Management LLC | 0.00% | Reduce -3.8% | 7,768 | $696K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.1% | 7,748 | $694K |
| Orin Green Financial, LLC | 0.28% | Add +0.7% | 7,717 | $691K |
| Trilogy Capital Inc. | 0.03% | Reduce -5.2% | 7,660 | $686K |
| Courage Miller Partners, LLC | 0.21% | Reduce -0.4% | 7,629 | $683K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Reduce -1.1% | 7,422 | $680K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.0% | 7,399 | $663K |
| Savvy Advisors, Inc. | 0.02% | New | 7,389 | $662K |
| Mercer Global Advisors Inc. | 0.00% | Add +25.8% | 7,348 | $658K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 7,338 | $657K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.5% | 7,255 | $650K |
| Topel & Distasi Wealth Management, LLC | 0.32% | Add +5.9% | 7,207 | $645K |
| IFG Advisory, LLC | 0.03% | Reduce -3.3% | 7,149 | $640K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +9.0% | 6,919 | $620K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -6.0% | 6,888 | $617K |
| MRWM Advisors, LLC | 0.33% | Reduce -6.4% | 6,885 | $617K |
| SimpliFi, Inc. | 0.26% | Add +4.6% | 6,812 | $610K |
| Boyum Wealth Architects LLC | 0.28% | Add +3.3% | 6,449 | $591K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.4% | 6,544 | $586K |
| Gallacher Capital Management LLC | 0.23% | Reduce -9.8% | 6,541 | $586K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | No change | 6,472 | $584K |
| HB Wealth Management, LLC | 0.00% | Add +2.9% | 6,475 | $580K |
| Modera Wealth Management, LLC | 0.01% | Add +0.4% | 6,463 | $579K |
| Integrity Financial Corp | 0.29% | Reduce -5.0% | 6,353 | $569K |
| Cape Investment Advisory, Inc. | 0.17% | New | 6,274 | $562K |
| Eight 31 Financial, LLC | 0.30% | Add +1.0% | 6,188 | $554K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +77.0% | 6,170 | $553K |
| Palisade Capital Management, LP | 0.02% | New | 6,135 | $549K |
| West Wealth Group, LLC | 0.11% | Reduce -0.7% | 5,987 | $536K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.2% | 5,969 | $535K |
| JNBA Financial Advisors | 0.05% | Add +0.8% | 5,868 | $526K |
| JFS Wealth Advisors, LLC | 0.03% | Add +28.8% | 5,852 | $524K |
| FWG Investments, LLC. | 0.33% | No change | 5,782 | $518K |
| Magnolia Capital Advisors LLC | 0.11% | Add +123.8% | 5,769 | $517K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.2% | 5,626 | $516K |
| Root Financial Partners, LLC | 0.03% | Add +0.3% | 5,588 | $500K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -14.3% | 5,508 | $493K |
| Regal Investment Advisors LLC | 0.03% | Reduce -5.5% | 5,487 | $491K |
| Frederick Financial Consultants, LLC | 0.27% | Add +5.4% | 5,418 | $485K |
| Valmark Advisers, Inc. | 0.01% | Reduce -48.0% | 5,283 | $473K |
| Tarbox Family Office, Inc. | 0.08% | Reduce -1.9% | 5,273 | $472K |
| Diversify Wealth Management, LLC | 0.02% | Add +7.9% | 5,118 | $468K |
| High Net Worth Advisory Group LLC | 0.11% | New | 5,200 | $466K |
| Aquire Wealth Advisors, LLC | 0.12% | Reduce -14.0% | 5,192 | $465K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.0% | 5,154 | $462K |
| Great Point Wealth Advisors, LLC | 0.08% | Reduce -6.7% | 5,150 | $461K |
| MML Investors Services, LLC | 0.00% | Add +13.6% | 5,111 | $458K |
| Divergent Planning, LLC | 0.12% | Add +1.4% | 5,047 | $454K |
| Klingman & Associates, LLC | 0.02% | Reduce -30.9% | 5,013 | $449K |
| Vise Technologies, Inc. | 0.01% | Add +17.6% | 5,012 | $449K |
| Compass Financial Group, Inc. (Ohio) | 0.33% | — | 4,972 | $445K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | No change | 4,930 | $442K |
| Retireful, LLC | 0.54% | New | 4,743 | $427K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 4,746 | $425K |
| Arax Advisory Partners | 0.01% | New | 4,717 | $422K |
| IMA Advisory Services, Inc. | 0.04% | Reduce -6.8% | 4,700 | $421K |
| Centerline Wealth Advisors, LLC | 0.15% | Reduce -40.2% | 4,642 | $416K |
| Altura Wealth Advisors Inc. | 0.18% | Reduce -12.4% | 4,615 | $413K |
| BCGM Wealth Management, LLC | 0.10% | Add +1.8% | 4,573 | $410K |
| Cahill Financial Advisors Inc. | 0.04% | Add +3.5% | 4,430 | $397K |
| Kesler, Norman & Wride, LLC | 0.07% | New | 4,365 | $391K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -56.8% | 4,349 | $389K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -25.5% | 4,262 | $382K |
| Efficient Advisors, LLC | 0.02% | Reduce -19.1% | 4,253 | $381K |
| Nvwm, LLC | 0.08% | Add +5.6% | 4,251 | $381K |
| Truist Financial Corp. | 0.00% | Add +25.2% | 4,127 | $370K |
| Harvest Investment Services, LLC | 0.07% | Add +0.5% | 4,114 | $368K |
| Fca Corp. | 0.10% | Add +11.4% | 4,088 | $366K |
| Smith Partners Wealth Management, LLC | 0.34% | — | 4,084 | $366K |
| Twelve Points Wealth Management LLC | 0.08% | Add +32.9% | 3,998 | $365K |
| SWP Financial LLC | 0.18% | No change | 4,051 | $363K |
| Bellwether Advisors, LLC | 0.06% | Reduce -14.6% | 3,989 | $357K |
| Gould Capital, LLC | 0.22% | No change | 3,964 | $355K |
| Well Done, LLC | 0.05% | Reduce -8.6% | 3,825 | $343K |
| Andrews Advisory Associates, LLC | 0.18% | — | 3,784 | $339K |
| Diversify Advisory Services, LLC | 0.01% | Add +11.7% | 3,648 | $334K |
| Milestone Asset Management, LLC | 0.06% | Add +8.1% | 3,722 | $333K |
| Wealth Effects LLC | 0.10% | Add +1.3% | 3,703 | $332K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -4.9% | 3,677 | $329K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,674 | $329K |
| Financial Strategies Group, Inc. | 0.06% | Reduce -0.1% | 3,604 | $328K |
| New Capital Management LP | 0.08% | Add +3.5% | 3,649 | $327K |
| Cardinal Point Capital Management ULC | 0.02% | Add +4.8% | 3,593 | $322K |
| Jones Financial Companies LLLP | 0.00% | Add +11.0% | 3,583 | $321K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 3,578 | $320K |
| Secured Retirement Advisors, LLC | 0.18% | Reduce -16.9% | 3,557 | $319K |
| Mayfair Advisory Group, LLC | 0.12% | Add +2.6% | 3,495 | $315K |
| New Republic Capital, LLC | 0.08% | Add +40.9% | 3,509 | $314K |
| Choice Wealth Advisors LLC | 0.12% | Reduce -1.7% | 3,498 | $313K |
| Cwm, LLC | 0.00% | Add +4.7% | 3,481 | $312K |
| McNamara Financial Services, Inc. | 0.06% | Add +12.2% | 3,478 | $311K |
| Altrius Capital Management Inc | 0.07% | Add +0.3% | 3,457 | $310K |
| Philip James Wealth Mangement, LLC | 0.04% | Add +5.3% | 3,376 | $302K |
| Comerica Bank | 0.00% | Add +1.3% | 3,372 | $302K |
| Aprio Wealth Management, LLC | 0.02% | Add +1.3% | 3,051 | $300K |
| IFP Advisors, Inc | 0.01% | Add +73.9% | 3,277 | $293K |
| Premier Private Wealth Management LLC | 0.30% | — | 3,169 | $292K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.5% | 3,229 | $289K |
| Valpey Financial Services, LLC | 0.18% | Add +13.8% | 3,202 | $287K |
| KilterHowling LLC | 0.14% | New | 3,193 | $286K |
| Mosley Wealth Management | 0.13% | — | 3,203 | $284K |
| Compound Planning, Inc. | 0.01% | Add +6.7% | 3,158 | $283K |
| Westshore Wealth, LLC | 0.09% | Add +8.6% | 3,155 | $283K |
| Blair William & Co. | 0.00% | Add +185.9% | 3,131 | $280K |
| Columbia River Financial Group, LLC | 0.17% | Reduce -1.1% | 3,127 | $280K |
| Composition Wealth, LLC | 0.00% | Reduce -18.3% | 3,116 | $279K |
| Archvest Wealth Advisors, Inc. | 0.18% | Reduce -21.0% | 3,110 | $279K |
| Focus Financial Network, Inc. | 0.01% | Add +1.3% | 3,109 | $278K |
| Meridian Wealth Advisors, LLC | 0.04% | Add +7.6% | 3,070 | $275K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,062 | $274K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -2.3% | 3,043 | $273K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.6% | 3,009 | $269K |
| Centaurus Financial, Inc. | 0.01% | Add +11.9% | 3,000 | $269K |
| tru Independence LLC | 0.07% | Add +0.3% | 2,934 | $263K |
| Forte Asset Management LLC | 0.12% | Add +21.8% | 2,921 | $262K |
| Partners in Financial Planning | 0.04% | Add +22.7% | 2,919 | $261K |
| Vested Financial Planning, LLC | 0.20% | Add +0.9% | 2,908 | $260K |
| Bay Harbor Wealth Management, LLC | 0.07% | Add +0.2% | 2,892 | $259K |
| Arkansas Financial Group, Inc. | 0.04% | Add +17.0% | 2,886 | $258K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 2,845 | $255K |
| Peak Wealth Management LLC | 0.21% | — | 2,804 | $251K |
| Swmg, LLC | 0.07% | New | 2,690 | $249K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +4.9% | 2,764 | $248K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +17.1% | 2,746 | $246K |
| Stephens Inc. | 0.00% | Add +17.5% | 2,719 | $244K |
| Salus Financial Advisors, LLC | 0.14% | Reduce -4.0% | 2,657 | $238K |
| Insight Wealth Partners, LLC | 0.10% | Add +10.7% | 2,645 | $237K |
| Cora Capital Advisors LLC | 0.09% | Add +0.3% | 2,625 | $235K |
| TL Private Wealth | 0.09% | Reduce -1.2% | 2,562 | $234K |
| Family Wealth Partners, LLC | 0.08% | Reduce -8.2% | 2,607 | $234K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -60.8% | 2,607 | $234K |
| Atlas Legacy Advisors, LLC | 0.04% | Reduce -7.2% | 2,578 | $231K |
| Axxcess Wealth Management, LLC | 0.00% | New | 2,578 | $231K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -10.0% | 2,566 | $230K |
| National Bank of Canada | 0.00% | Add +3.0% | 2,570 | $230K |
| Chemistry Wealth Management LLC | 0.04% | Add +1.8% | 2,554 | $229K |
| Annex Advisory Services, LLC | 0.00% | No change | 2,522 | $226K |
| BIP Wealth, LLC | 0.01% | New | 2,501 | $224K |
| Merit Financial Group, LLC | 0.00% | New | 2,491 | $223K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.0% | 2,475 | $222K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 2,470 | $221K |
| Nest Investments, LLC | 0.18% | — | 2,441 | $219K |
| Perissos Private Wealth Management, LLC | 0.19% | Reduce -0.6% | 2,420 | $217K |
| Naples Global Advisors, LLC | 0.02% | Reduce -12.0% | 2,376 | $213K |
| Markin Asset Management, LP | 0.23% | — | 2,362 | $212K |
| Corepath Wealth Partners LLC | 0.14% | New | 2,300 | $211K |
| Riverbend Wealth Management, LLC | 0.13% | New | 2,345 | $210K |
| Coordinated Financial Services, Inc. | 0.12% | New | 2,301 | $206K |
| Lazari Capital Management, Inc. | 0.07% | Reduce -4.9% | 2,299 | $206K |
| Parkway Wealth Management Group, LLC | 0.03% | — | 2,284 | $205K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,253 | $202K |
| Running Point Capital Advisors, LLC | 0.05% | No change | 2,250 | $202K |
| Spinnaker Investment Group, LLC | 0.04% | New | 2,236 | $200K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -2.7% | 2,234 | $200K |
| Fifth Third Bancorp | 0.00% | Add +2.2% | 2,194 | $196K |
| Parallel Advisors, LLC | 0.00% | Add +21.0% | 2,139 | $192K |
| Signaturefd, LLC | 0.00% | Add +1.3% | 2,108 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 2,022 | $181K |
| Longview Financial Advisors LLC | 0.10% | Reduce -16.4% | 1,991 | $178K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -10.3% | 1,899 | $170K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -47.8% | 1,882 | $169K |
| Golden State Wealth Management, LLC | 0.02% | New | 1,728 | $155K |
| Lloyd Advisory Services, LLC. | 0.06% | New | 1,700 | $152K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.1% | 1,659 | $149K |
| Harbor Investment Advisory, LLC | 0.01% | Add +39.0% | 1,613 | $144K |
| MAI Capital Management | 0.00% | Add +53.5% | 1,518 | $136K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,375 | $123K |
| Atomic Invest LLC | 0.07% | — | 1,366 | $123K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.3% | 1,331 | $119K |
| AlphaCore Capital LLC | 0.00% | Add +5.2% | 1,270 | $114K |
| US Bancorp \de | 0.00% | Add +4.2% | 1,268 | $114K |
| NBT Bank, N.A. | 0.01% | New | 90 | $112K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.2% | 1,203 | $108K |
| Elevate Wealth Advisory, Inc. | 0.07% | Add +102.4% | 1,196 | $107K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.9% | 1,157 | $104K |
| Citigroup Inc. | 0.00% | No change | 1,100 | $99K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $93K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 988 | $89K |
| Sound Income Strategies, LLC | 0.00% | New | 934 | $85K |
| American Capital Advisory, LLC | 0.03% | No change | 880 | $79K |
| Align Financial, LLC | 0.04% | — | 69,728 | $70K |
| CKW Financial Group | 0.01% | Add +0.8% | 763 | $68K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 685 | $61K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -85.3% | 674 | $60K |
| Frisco Financial Planning LLC | 0.05% | Add +1.4% | 670 | $60K |
| Bank of Montreal | 0.00% | Add +0.2% | 644 | $58K |
| Blueline Advisors LLC | 0.04% | — | 554 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.4% | 532 | $48K |
| Activest Wealth Management | 0.01% | No change | 499 | $45K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $44K |
| Noble Wealth Management PBC | 0.02% | No change | 490 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 487 | $44K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 484 | $43K |
| Eastern Bank | 0.00% | No change | 440 | $39K |
| Elyxium Wealth, LLC | 0.01% | New | 429 | $38K |
| Rossby Financial, LCC | 0.01% | Add +3176.9% | 426 | $38K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.3% | 387 | $35K |
| Proathlete Wealth Management LLC | 0.01% | Add +1.3% | 308 | $28K |
| North Star Investment Management Corp. | 0.00% | Add +1.4% | 293 | $26K |
| SageView Advisory Group, LLC | 0.00% | New | 291 | $26K |
| 1 North Wealth Services LLC | 0.01% | Add +1.2% | 262 | $23K |
| Sunbelt Securities, Inc. | 0.00% | New | 224 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 225 | $20K |
| Qube Research & Technologies Ltd | 0.00% | New | 209 | $19K |
| McIlrath & Eck, LLC | 0.00% | Reduce -17.1% | 208 | $19K |
| Morton Brown Family Wealth, LLC | 0.00% | Add +1.1% | 193 | $17K |
| Elevated Capital Advisors, LLC | 0.00% | New | 192 | $17K |
| Motiv8 Investments LLC | 0.01% | New | 184 | $16K |
| Caldwell Trust Co | 0.00% | No change | 175 | $16K |
| DecisionPoint Financial, LLC | 0.00% | New | 164 | $15K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -70.3% | 152 | $14K |
| Retirement Wealth Solutions LLC | 0.01% | Add +1.5% | 135 | $12K |
| Addison Advisors LLC | 0.00% | Add +30.0% | 130 | $12K |
| CGC Financial Services, LLC | 0.00% | Add +11.6% | 125 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | Add +23.8% | 125 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 128 | $11K |
| Sfam, LLC | 0.01% | — | 122 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 119 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 114 | $10K |
| Nemes Rush Group LLC | 0.00% | Add +1.9% | 108 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 105 | $9K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 93 | $8K |
| Wellington-Altus USA Inc. | 0.01% | — | 92 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 89 | $8K |
| Spire Wealth Management | 0.00% | No change | 88 | $8K |
| Ankerstar Wealth, LLC | 0.01% | — | 82 | $7K |
| Private Trust Co. NA | 0.00% | Add +368.8% | 75 | $7K |
| Paladin Advisory Group, LLC | 0.00% | No change | 73 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $6K |
| Essential Partners LLC | 0.00% | No change | 62 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +144.0% | 61 | $5K |
| Horizon Financial Services, LLC | 0.00% | No change | 54 | $5K |
| Milestone Investment Advisors LLC | 0.00% | Add +19.1% | 50 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $4K |
| Planning Project LLC | 0.00% | — | 45 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 44 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 39 | $3K |
| Key Financial Inc | 0.00% | No change | 37 | $3K |
| Networth Advisors, LLC | 0.00% | — | 36 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +3.0% | 34 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 31 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 31 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Keystone Financial Group, Inc. | 0.00% | New | 16 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 14 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| Triumph Capital Management | 0.00% | New | 11 | $985 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 1 | $90 |
| 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.