iShares Core 80/20 AggressivAOAETF
13F holders, Q1 2026 (March 31)407holders
32new positions
26sold out
2famous investors
$68.35avg. 13F price*
At the end of Q1 2026, 407 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, unchanged from Q4 2025. 32 opened new positions and 26 sold out. The largest holders were Rockefeller Capital Management L.P. ($49.3M), LPL Financial LLC ($27.6M) and Assetmark, Inc. ($21.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $11.5M |
| Exits | 26 | $7.9M |
All 13F filers, Q4 2025 → Q1 2026: 611,914 shares bought and 758,826 shares sold, net −146,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 407 holders
| Rockefeller Capital Management L.P. | 0.09% | Add +0.5% | 556,687 | $49.3M |
| LPL Financial LLC | 0.01% | Add +16.9% | 311,488 | $27.6M |
| Assetmark, Inc. | 0.04% | Add +2.1% | 244,856 | $21.7M |
| Ellenbecker Investment Group | 2.58% | Add +21.6% | 216,273 | $19.1M |
| Jim Saulnier & Associates, LLC | 9.01% | Add +9.0% | 209,260 | $18.5M |
| Wells Fargo & Company | 0.00% | Reduce -21.0% | 194,664 | $17.2M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -2.1% | 176,150 | $15.6M |
| Morgan Stanley | 0.00% | Add +22.3% | 171,267 | $15.2M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Reduce -1.7% | 152,290 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.0% | 150,170 | $13.3M |
| Waverly Advisors, LLC | 0.09% | Add +3.4% | 138,998 | $12.3M |
| LBMC Investment Advisors, LLC | 0.68% | Add +1.3% | 126,421 | $11.2M |
| Patton Albertson Miller Group, LLC | 1.18% | Add +4.5% | 112,097 | $9.9M |
| Bank of America Corp. | 0.00% | Reduce -14.7% | 107,144 | $9.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +10.2% | 106,172 | $9.4M |
| Hopwood Nicholas Hunter | 2.87% | Reduce -0.2% | 101,970 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +4.4% | 96,306 | $8.5M |
| Western Wealth Management, LLC | 0.29% | Add +9.3% | 85,035 | $7.5M |
| Prosperity Consulting Group, LLC | 0.33% | Add +9.4% | 82,575 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 74,814 | $6.6M |
| Legacy Financial Group LLC | 0.83% | Reduce -0.9% | 74,362 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -49.0% | 71,786 | $6.4M |
| Consilium Wealth Advisory, LLC | 2.12% | Add +4.1% | 70,340 | $6.2M |
| Harbour Investments, Inc. | 0.10% | Add +21.5% | 69,573 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +137.7% | 68,745 | $6.1M |
| Unique Wealth, LLC | 0.77% | Reduce -0.9% | 62,888 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.7% | 61,971 | $5.5M |
| Clearstead Advisors, LLC | 0.05% | Reduce -0.7% | 61,562 | $5.4M |
| Wealth Alliance, LLC | 0.53% | Reduce -1.5% | 60,211 | $5.3M |
| GeoWealth Management, LLC | 0.19% | Reduce -4.0% | 59,909 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +14.8% | 59,700 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.4% | 55,434 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -47.0% | 54,835 | $4.9M |
| Weaver Consulting Group | 1.14% | Add +19.4% | 54,280 | $4.8M |
| Legacy Wealth Partners, LLC | 1.11% | Reduce -11.0% | 50,120 | $4.4M |
| Fort Henry Capital, LLC | 2.64% | Add +2.7% | 49,327 | $4.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +38.4% | 48,523 | $4.3M |
| Strategic Blueprint, LLC | 0.24% | Add +65.0% | 46,379 | $4.1M |
| UBS Group AG | 0.00% | Reduce -2.1% | 45,990 | $4.1M |
| SteelPeak Wealth, LLC | 0.12% | Add +5.1% | 44,938 | $4.0M |
| Ritholtz Wealth Management | 0.07% | Reduce -2.3% | 42,858 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +4.7% | 40,009 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.4% | 39,422 | $3.5M |
| Westmount Partners, LLC | 0.81% | Add +2.4% | 37,232 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +56.2% | 36,270 | $3.2M |
| Allworth Financial LP | 0.01% | Add +2.2% | 34,057 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +10.2% | 33,912 | $3.0M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Add +20.9% | 33,389 | $3.0M |
| ODonnell Financial Services, LLC | 0.97% | Add +1.4% | 31,876 | $2.8M |
| Marino, Stram & Associates LLC | 0.49% | Add +0.2% | 30,994 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | New | 30,634 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +7.1% | 30,493 | $2.7M |
| Hanover Advisors Inc. | 1.03% | Reduce -20.8% | 28,659 | $2.5M |
| Wealth Forward, LLC | 1.39% | Add +7.0% | 27,855 | $2.5M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -2.8% | 27,842 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -81.3% | 27,803 | $2.5M |
| CX Institutional | 0.07% | Reduce -70.9% | 27,477 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -35.4% | 27,250 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +6.1% | 27,262 | $2.4M |
| RTD Financial Advisors, Inc. | 0.30% | Reduce -9.1% | 27,146 | $2.4M |
| Somnio Financial Group, LLC | 1.52% | Add +2.3% | 26,125 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +3.5% | 25,581 | $2.3M |
| NorthStar Asset Management LLC | 1.07% | Reduce 0.0% | 2,194,160 | $2.2M |
| Mariner, LLC | 0.00% | Add +32.3% | 24,096 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 23,993 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +0.9% | 23,839 | $2.1M |
| Madrid Financial Services | 1.24% | Reduce -11.0% | 23,759 | $2.1M |
| Lodestar Private Asset Management LLC | 0.21% | Add +10.7% | 23,698 | $2.1M |
| Worth Asset Management, LLC | 0.77% | Add +9.5% | 23,447 | $2.1M |
| Creative Planning | 0.00% | Reduce -19.3% | 23,021 | $2.0M |
| Moss Adams Wealth Advisors LLC | 0.15% | Add +21.1% | 22,917 | $2.0M |
| HFM Investment Advisors, LLC | 0.78% | Reduce -11.7% | 22,899 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 21,686 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 21,601 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 20,941 | $1.9M |
| Visionary Wealth Advisors | 0.08% | Reduce -2.8% | 20,561 | $1.8M |
| Tobias Financial Advisors, Inc. | 0.25% | Add +8.6% | 20,425 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.48% | Reduce -0.2% | 20,204 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +19.0% | 19,800 | $1.8M |
| CGN Advisors LLC | 0.14% | Add +1.4% | 19,466 | $1.7M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -1.0% | 19,119 | $1.7M |
| Canal Capital Management, LLC | 0.23% | Reduce -47.5% | 19,093 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +16.8% | 19,024 | $1.7M |
| Syverson Strege & Co | 0.39% | Reduce -7.7% | 18,543 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +594.8% | 18,113 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +1.9% | 16,924 | $1.5M |
| Summit Wealth Partners, LLC | 0.24% | Add +3.3% | 16,793 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +58.8% | 16,756 | $1.5M |
| Tempus Wealth Planning, LLC | 0.34% | Add +3.7% | 16,664 | $1.5M |
| Buttonwood Financial Group, LLC | 0.90% | Reduce -22.5% | 16,537 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +31.2% | 16,536 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +7.3% | 16,442 | $1.5M |
| MOR Wealth Management, LLC | 0.65% | Add +3.1% | 15,968 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +233.6% | 15,832 | $1.4M |
| Sovereign Financial Group, Inc. | 0.24% | Add +0.1% | 15,453 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +3.7% | 15,290 | $1.4M |
| Wealthedge Investment Advisors, LLC | 0.49% | Add +2.1% | 15,145 | $1.3M |
| Cerity Partners Retirement Plan Advisors LLC | 0.68% | — | 15,504 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 14,624 | $1.3M |
| Greystone Financial Group, LLC | 0.36% | Reduce -35.9% | 14,373 | $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.