ISHARES CORE 80 20 AGGRESSIV
AOAInstitutional ownership · Q4 2022
Latest quarter (Q2 2026)
Institutional holders
269
+45 (+20.1%) vs Q3 2022
Reported value
$632.8M
+140.1% vs Q3 2022
Shares held
10.6M
+5.6M shares
Quarter
Q4 2022
Period ended Dec 31, 2022
269 institutional managers reported holding 10,605,609 shares worth $632,819,085 on Form 13F for Q4 2022, against 224 in Q3 2022. Share positions on CUSIP 464289859 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q4 2022
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY MN | 3,161,954 | $188.9M | 0.06% | +2.8M | Position |
| 2 | STIFEL FINANCIAL CORP | 956,458 | $57.1M | 0.09% | +905.8K | Position |
| 3 | RAYMOND JAMES & ASSOCIATES | 820,022 | $49.0M | 0.04% | +694.6K | Position |
| 4 | Rockefeller Capital Management L P | 401,361 | $24.0M | 0.12% | +5.3K | Position |
| 5 | MORGAN STANLEY | 349,869 | $20.9M | < 0.01% | +264.0K | Position |
| 6 | ASSETMARK INC | 318,587 | $19.0M | 0.08% | -5.9K | Position |
| 7 | Arden Trust Co | 266,687 | $15.9M | 3.24% | New | Position |
| 8 | FRANKLIN RESOURCES INC | 266,687 | $15.9M | < 0.01% | New | Position |
| 9 | Cambridge Investment Research Advisors Inc | 255,121 | $15.2M | 0.08% | -58.8K | Position |
| 10 | Bank of America Corporation | 153,443 | $9.2M | < 0.01% | +24.4K | Position |
| 11 | LBMC INVESTMENT ADVISORS LLC | 149,842 | $9.0M | 0.94% | +456 | Position |
| 12 | LPL Financial LLC | 126,016 | $7.5M | < 0.01% | +5.7K | Position |
| 13 | PATTON ALBERTSON MILLER GROUP LLC | 111,334 | $6.7M | 1.22% | +3.1K | Position |
| 14 | Janney Montgomery Scott LLC | 101,952 | $6.1M | 0.02% | +79.5K | Position |
| 15 | NORTHWEST WEALTH MANAGEMENT LLC | 84,847 | $5.1M | 2.17% | -196 | Position |
| 16 | COMMONWEALTH EQUITY SERVICES LLC | 81,277 | $4.9M | 0.01% | -29.4K | Position |
| 17 | FIRST REPUBLIC INVESTMENT MANAGEMENT INC | 73,767 | $4.4M | < 0.01% | +45.8K | Position |
| 18 | Waverly Advisors LLC | 66,107 | $3.9M | 0.22% | -725 | Position |
| 19 | Legacy Financial Group LLC | 64,684 | $3.9M | 1.16% | +6.9K | Position |
| 20 | UNIQUE WEALTH LLC | 63,361 | $3.8M | 2.02% | — | Position |
| 21 | JANE STREET GROUP LLC | 61,975 | $3.7M | < 0.01% | +22.7K | Position |
| 22 | First Ascent Asset Management LLC | 61,353 | $3.7M | 0.56% | +7.5K | Position |
| 23 | Raymond James Financial Services Advisors Inc | 56,743 | $3.4M | < 0.01% | +39.1K | Position |
| 24 | Aveo Capital Partners LLC | 52,419 | $3.1M | 0.47% | -1.7K | Position |
| 25 | ADVISOR GROUP HOLDINGS INC | 50,068 | $3.0M | < 0.01% | -6.5K | Position |
Values as reported on each manager's Q4 2022 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 |