AOA

iShares Core 80/20 Aggressive Allocation ETF
$89.51-1.17 (-1.29%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.972855382326642e+256B

Total Value

$6.9728490002300015e+205T

% of Float

Price History

$69.46$75.57$81.67$87.78$93.89Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Align Financial, LLC69,728$69.7M0.04%Share
2Rockefeller Capital Management L.P.553,823$49.0M0.09%Share
3LPL Financial LLC266,415$23.0M0.01%Share
4ASSETMARK, INC239,820$21.5M0.04%Share
5JIM SAULNIER & ASSOCIATES, LLC191,963$17.2M8.91%Share
6Ellenbecker Investment Group177,854$15.9M2.23%Share
7WELLS FARGO & COMPANY/MN167,529$15.0M0.00%Share
8FOUNDATIONS INVESTMENT ADVISORS, LLC173,285$15.0M0.20%Share
9Mesirow Financial Investment Management, Inc.154,902$13.9M0.28%Share
10Cambridge Investment Research Advisors, Inc.151,751$13.0M0.03%Share
11STIFEL FINANCIAL CORP140,909$12.0M0.01%Share
12MORGAN STANLEY140,003$12.0M0.00%Share
13Waverly Advisors, LLC134,439$12.0M0.10%Share
14LBMC INVESTMENT ADVISORS, LLC124,824$11.2M0.69%Share
15RAYMOND JAMES FINANCIAL INC125,572$11.0M0.00%Share
16PATTON ALBERTSON MILLER GROUP, LLC107,306$9.6M1.13%Share
17Kestra Advisory Services, LLC103,451$9.0M0.04%Share
18CX Institutional94,420$8.5M0.25%Share
19KESTRA PRIVATE WEALTH SERVICES, LLC92,254$8.3M0.10%Share
20THRIVENT FINANCIAL FOR LUTHERANS96,311$8.0M0.01%Share
21WELLS FARGO & COMPANY/MN78,859$7.0M0.00%Share
22Legacy Financial Group LLC75,053$6.9M0.85%Share
23Prosperity Consulting Group, LLC75,455$6.8M0.30%Share
24Legacy Financial Group LLC73,360$6.5M0.85%Share
25Consilium Wealth Advisory, LLC67,580$6.1M2.23%Share
26BANK OF AMERICA CORP /DE/68,359$6.0M0.00%Share
27Western Wealth Management, LLC77,824$6.0M0.28%Share
28COMMONWEALTH EQUITY SERVICES, LLC72,298$6.0M0.01%Share
29UNIQUE WEALTH, LLC63,439$5.7M0.79%Share
30WEALTH ALLIANCE, LLC61,130$5.5M0.54%Share
31HARBOUR INVESTMENTS, INC.57,246$5.1M0.10%Share
32Legacy Wealth Partners, LLC56,339$5.0M1.31%Share
33GeoWealth Management, LLC62,412$5.0M0.18%Share
34Clearstead Advisors, LLC61,968$5.0M0.06%Share
35Cetera Investment Advisers63,713$5.0M0.01%Share
36Fort Henry Capital, LLC48,036$4.3M2.64%Share
37UBS Group AG46,077$4.1M0.00%Share
38Weaver Consulting Group45,455$4.1M1.00%Share
39OSAIC HOLDINGS, INC.49,711$4.0M0.01%Share
40RITHOLTZ WEALTH MANAGEMENT43,884$3.9M0.07%Share
41WEALTH ENHANCEMENT ADVISORY SERVICES, LLC42,169$3.8M0.01%Share
42SteelPeak Wealth, LLC42,774$3.8M0.12%Share
43Mutual Advisors, LLC38,206$3.4M0.07%Share
44Canal Capital Management, LLC36,399$3.3M0.46%Share
45Westmount Partners, LLC36,360$3.3M0.81%Share
46HANOVER ADVISORS INC36,181$3.2M1.26%Share
47Canal Capital Management, LLC36,579$3.2M0.48%Share
48Farther Finance Advisors, LLC35,062$3.1M0.03%Share
49BANK OF AMERICA CORP /DE/37,003$3.0M0.00%Share
50NewEdge Advisors, LLC36,045$3.0M0.01%Share