Who owns iShares Core 80/20 Aggressive Allocation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AOA from SEC Form 13F filings across 423 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 423 institutions disclosed 9.9M shares of iShares Core 80/20 Aggressive Allocation ETF worth $751.1M — about 30% of shares outstanding; the largest disclosed holder is NorthStar Asset Management LLC /NJ/. Source: SEC Form 13F filings, parsed by EvidInvest.
423
13F holders
$751.1M
value, 2026 filers
30%
of shares outstanding (9.9M sh)
46
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AOA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NorthStar Asset Management LLC /NJ/ | 2.2M | $2.2M | 0.9% | 6.7% | 0.0% |
| 2 | Rockefeller Capital Management L.P. | 611,739 | $59.7M | 0.1% | 1.9% | +9.9% |
| 3 | LPL Financial LLC | 247,088 | $24.1M | 0.0% | 0.8% | -20.7% |
| 4 | ASSETMARK, INC | 245,482 | $24.0M | 0.0% | 0.7% | +0.3% |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | 244,296 | $23.8M | 9.6% | 0.7% | +16.7% |
| 6 | Ellenbecker Investment Group | 223,468 | $21.8M | 2.5% | 0.7% | +3.3% |
| 7 | Foundations Investment Advisors, LLC | 202,154 | $19.7M | 0.2% | 0.6% | +14.8% |
| 8 | WELLS FARGO & COMPANY/MN | 184,629 | $18.0M | 0.0% | 0.6% | -5.2% |
| 9 | Cambridge Investment Research Advisors, Inc. | 154,203 | $15.1M | 0.0% | 0.5% | +2.7% |
| 10 | MORGAN STANLEY | 148,997 | $14.5M | 0.0% | 0.5% | -13.0% |
| 11 | Waverly Advisors, LLC | 145,444 | $14.2M | 0.1% | 0.4% | +4.6% |
| 12 | Mesirow Financial Investment Management, Inc. | 141,970 | $13.9M | 0.2% | 0.4% | -6.8% |
| 13 | LBMC INVESTMENT ADVISORS, LLC | 125,330 | $12.2M | 0.7% | 0.4% | -0.9% |
| 14 | Thrivent Financial for Lutherans | 111,352 | $10.9M | 0.0% | 0.3% | +4.9% |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 108,771 | $10.6M | 0.1% | 0.3% | +12.9% |
| 16 | Patton Albertson Miller Group, LLC | 107,843 | $10.5M | 1.0% | 0.3% | -3.8% |
| 17 | Hopwood Nicholas HunterNEW | 103,374 | $10.1M | 2.8% | 0.3% | new |
| 18 | BANK OF AMERICA CORP /DE/ | 102,669 | $10.0M | 0.0% | 0.3% | -4.2% |
| 19 | Western Wealth Management, LLC | 90,624 | $8.8M | 0.3% | 0.3% | +6.6% |
| 20 | Prosperity Consulting Group, LLC | 85,630 | $8.4M | 0.3% | 0.3% | +3.7% |
| 21 | CX Institutional | 82,700 | $8.1M | 0.2% | 0.3% | +201.0% |
| 22 | Consilium Wealth Advisory, LLC | 81,761 | $8.0M | 2.4% | 0.2% | +16.2% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 79,097 | $7.7M | 0.0% | 0.2% | +5.7% |
| 24 | OSAIC HOLDINGS, INC. | 74,652 | $7.3M | 0.0% | 0.2% | +34.7% |
| 25 | Legacy Financial Group LLC | 72,975 | $7.1M | 0.8% | 0.2% | -1.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.