ISHARES CORE 80 20 AGGRESSIV
AOAInstitutional ownership · Q3 2021
Latest quarter (Q2 2026)
Institutional holders
203
-4 (-1.9%) vs Q2 2021
Reported value
$283.7M
+0.1% vs Q2 2021
Shares held
4.3M
-36.8K shares
Quarter
Q3 2021
Period ended Sep 30, 2021
203 institutional managers reported holding 4,322,437 shares worth $283,687,236 on Form 13F for Q3 2021, against 207 in Q2 2021. Share positions on CUSIP 464289859 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q3 2021
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L P | 373,871 | $26.1M | 0.14% | +5.5K | Position |
| 2 | ASSETMARK INC | 351,731 | $24.6M | 0.11% | +7.2K | Position |
| 3 | Trilogy Capital Inc | 249,820 | $17.4M | 1.33% | +1.5K | Position |
| 4 | Bank of America Corporation | 187,215 | $13.1M | < 0.01% | +3.5K | Position |
| 5 | COMMONWEALTH EQUITY SERVICES LLC | 177,533 | $12.4M | 0.03% | +31.4K | Position |
| 6 | LBMC INVESTMENT ADVISORS LLC | 44,956 | $10.4M | 0.97% | -104.5K | Position |
| 7 | PATTON ALBERTSON MILLER GROUP LLC | 112,322 | $7.8M | 1.5% | +364 | Position |
| 8 | LPL Financial LLC | 111,597 | $7.8M | < 0.01% | +13.7K | Position |
| 9 | Peregrine Asset Advisers Inc | 102,047 | $7.1M | 3.64% | +22 | Position |
| 10 | NORTHWEST WEALTH MANAGEMENT LLC | 82,043 | $5.7M | 2.84% | +2.1K | Position |
| 11 | ADVISOR GROUP HOLDINGS INC | 70,421 | $4.9M | 0.01% | +2.0K | Position |
| 12 | RiverTree Advisors LLC | 66,972 | $4.7M | 3.19% | -685 | Position |
| 13 | MORGAN STANLEY | 61,922 | $4.3M | < 0.01% | +3.0K | Position |
| 14 | Waverly Advisors LLC | 55,506 | $4.1M | 0.35% | -3.7K | Position |
| 15 | WELLS FARGO & COMPANY MN | 57,464 | $4.0M | < 0.01% | -6.4K | Position |
| 16 | Aveo Capital Partners LLC | 55,183 | $3.9M | 0.8% | -139 | Position |
| 17 | Fort Henry Capital LLC | 54,776 | $3.8M | 3.36% | -3.7K | Position |
| 18 | Ahrens Investment Partners LLC | 46,070 | $3.2M | 1.54% | +7 | Position |
| 19 | First Ascent Asset Management LLC | 44,144 | $3.1M | 0.68% | +11.4K | Position |
| 20 | StrategIQ Financial Group LLC | 40,945 | $2.9M | 0.57% | +867 | Position |
| 21 | RITHOLTZ WEALTH MANAGEMENT | 39,631 | $2.8M | 0.19% | +1.3K | Position |
| 22 | MARINO STRAM & ASSOCIATES LLC | 39,180 | $2.7M | 0.95% | New | Position |
| 23 | Canal Capital Management LLC | 38,293 | $2.7M | 0.76% | -468 | Position |
| 24 | Madrona Financial Services LLC | 37,646 | $2.6M | 1.25% | +1.2K | Position |
| 25 | CITADEL ADVISORS LLC | 37,278 | $2.6M | < 0.01% | +28.2K | Position |
Values as reported on each manager's Q3 2021 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 426 +14 | 9.9M | $751.5M |
| Q1 2026 | 412 +3 | 9.5M | $651.0M |
| Q4 2025 | 409 +31 | 9.6M | $668.1M |
| Q3 2025 | 378 +19 | 8.9M | $595.4M |
| Q2 2025 | 359 +9 | 9.2M | $584.2M |
| Q1 2025 | 350 +1 | 8.6M | $491.9M |
| Q4 2024 | 349 +30 | 9.6M | $7.5B |
| Q3 2024 | 319 +4 | 7.9M | $454.2M |
| Q2 2024 | 315 +11 | 8.0M | $433.1M |
| Q1 2024 | 304 -3 | 7.8M | $415.9M |
| Q4 2023 | 307 +33 | 9.4M | $503.6M |
| Q3 2023 | 274 +13 | 5.3M | $4.3B |
| Q2 2023 | 261 +9 | 5.1M | $340.0M |
| Q1 2023 | 252 -17 | 4.9M | $310.9M |
| Q4 2022 | 269 +45 | 10.6M | $632.8M |
| Q3 2022 | 224 -12 | 5.0M | $263.6M |
| Q2 2022 | 236 -15 | 5.5M | $309.6M |
| Q1 2022 | 251 +14 | 5.8M | $321.5M |
| Q4 2021 | 237 +34 | 5.9M | $400.5M |
| Q3 2021 | 203 | 4.3M | $283.7M |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
1 fund| Fund | Value | % of fund | As of |
|---|---|---|---|
| GuidePath Conservative Allocation Fund | $23.6M | 3.79% | Jun 2026 |
1 fund reported holding $23,587,773 in total on their latest public Form N-PORT reports, the most recent dated June 2026.
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 464289859 |
|---|---|
| FIGI | BBG001T3YVL0 |
| Symbol | AOA |
| Type | Etf |
| Class | AGGRES ALLOC ETF as filed on 13F |
| Exchange | NYSE Arca |
Other securities from this issuer
| Name | Symbol | CUSIP | Type |
|---|---|---|---|
| ISHARES TR | EMMT | 464289198 | Common stock |
| ISHARES TR | TGR | 464289107 | Common stock |
| ISHARES TR | TZD | 464289206 | Common stock |
| ISHARES TR | TZE | 464289305 | Common stock |
| ISHARES TR | TZG | 464289404 | Common stock |
| ISHARES TR | TZL | 464289602 | Common stock |
| ISHARES TR | TZO | 464289701 | Common stock |
| ISHARES TR | TZV | 464289800 | Common stock |
| ISHARES TR | MUAB | 464289388 | Common stock |
| ISHARES TR | AXFN | 464289164 | Common stock |
| ISHARES TR | EMFN | 464289172 | Common stock |
| ISHARES TR | IBMD | 464289339 | Common stock |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| SERIES_ID | S000023588 | 2026-03-05 | Current |
| FIGI | BBG001T3YVL0 | 2026-02-07 | Current |
| CUSIP | 464289859 | 2008-11-14 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| AOA | NYSE Arca | 2008-11-14 | Current |