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iShares Core 80/20 Aggressive Allocation ETF (AOA) Institutional Ownership

iShares Core 80/20 Aggressive Allocation ETF logo
$82.74 -0.75 (-0.90%)
Closing price 08/1/2025 04:10 PM Eastern
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$82.74 0.00 (0.00%)
As of 08/1/2025 07:38 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$59.06M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$12.49M
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AOA Institutional Buying and Selling by Quarter

iShares Core 80/20 Aggressive Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 Arbor Investment Advisors LLC4,204$351K0.0%+20.5%0.014%
7/23/2025 Venturi Wealth Management LLC22,181$1.85M0.1%+1.8%0.075%
7/22/2025 Duncan Williams Asset Management LLC9,297$775K0.1%N/A0.032%
7/22/2025 Kickstand Ventures LLC.9,297$775K0.2%N/A0.032%
7/17/2025 Janney Montgomery Scott LLC6,166$514K0.0%+56.5%0.021%
7/14/2025 AdvisorNet Financial Inc9,323$778K0.1%+5.7%0.032%
7/11/2025 Farther Finance Advisors LLC24,510$2.04M0.0%+221.4%0.083%
7/11/2025 CX Institutional476,798$39.77M1.4%+58,402.8%1.622%
7/9/2025 Lbmc Investment Advisors LLC134,824$11.24M0.8%-0.8%0.461%
7/8/2025 Strategic Advocates LLC24,582$2.05M0.6%+2.6%0.084%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,321$110K0.0%+80.7%0.005%
5/16/2025 HFM Investment Advisors LLC24,552$1.88M0.5%N/A0.085%
5/16/2025Jones Financial Companies Lllp8,915$682K0.0%+765.5%0.031%
5/16/2025NewEdge Advisors LLC34,106$2.61M0.0%-0.7%0.118%
5/16/2025Integrated Wealth Concepts LLC9,083$695K0.0%-8.7%0.031%
5/15/2025Weitzel Financial Services Inc.5,143$383K0.2%+36.0%0.018%
5/15/2025OLD Mission Capital LLC17,244$1.32M0.0%N/A0.060%
5/13/2025EverSource Wealth Advisors LLC9,659$739K0.0%N/A0.034%
5/8/2025 Strategic Advocates LLC23,961$1.83M0.6%-0.6%0.084%
5/7/2025BlueStem Wealth Partners LLC13,599$1.04M0.1%-2.2%0.048%
5/7/2025Nvwm LLC3,297$252K0.1%+4.3%0.012%
4/30/2025Cornerstone Planning Group LLC14,963$1.12M0.3%+6.2%0.053%
4/29/2025 Strategic Blueprint LLC2,973$227K0.0%-30.1%0.010%
4/25/2025 Arbor Investment Advisors LLC3,488$267K0.0%-25.4%0.012%
4/24/2025 Mascoma Wealth Management LLC2,311$177K0.0%-34.0%0.008%
4/22/2025Altrius Capital Management Inc3,581$274K0.1%+10.6%0.013%
4/22/2025RFP Financial Group LLC6,055$463K0.2%+13.2%0.021%
4/21/2025L.M. Kohn & Company3,035$232K0.1%N/A0.011%
4/17/2025 Janney Montgomery Scott LLC3,940$301K0.0%-90.0%0.014%
4/15/2025 CX Institutional815$62K0.0%-86.9%0.003%
4/14/2025 Farther Finance Advisors LLC7,626$585K0.0%+28.3%0.027%
4/9/2025 Lbmc Investment Advisors LLC135,926$10.40M0.8%-1.3%0.486%
4/9/2025 Harbor Investment Advisory LLC1,234$94K0.0%+41.7%0.004%
4/9/2025 NBC Securities Inc.331$25K0.0%N/A0.001%
4/7/2025 GAMMA Investing LLC37,867$2.90M0.0%+7,549.9%0.135%
2/19/2025Columbia River Financial Group LLC2,984$228K0.2%N/A0.012%
2/18/2025Continuum Advisory LLC450$34K0.0%-29.7%0.002%
2/17/2025Weitzel Financial Services Inc.3,783$291K0.1%+10.1%0.015%
2/17/2025Sentinus LLC8,503$651K0.2%N/A0.033%
2/17/2025Cahill Financial Advisors Inc.4,918$377K0.1%-3.6%0.019%
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2/17/2025Captrust Financial Advisors24,811$1.90M0.0%-5.0%0.097%
2/17/2025Ameriprise Financial Inc.23,970$1.84M0.0%-11.3%0.093%
2/14/2025Integrated Wealth Concepts LLC9,951$762K0.0%+84.8%0.039%
2/13/2025United Capital Financial Advisors LLC12,957$993K0.0%+8.9%0.051%
2/13/2025Waterloo Capital L.P.10,537$807K0.1%-29.6%0.041%
2/12/2025Motley Fool Wealth Management LLC15,830$1.21M0.1%N/A0.062%
2/10/2025 Mascoma Wealth Management LLC3,501$268K0.1%-4.2%0.014%
2/10/2025 Farther Finance Advisors LLC5,944$455K0.0%+702.2%0.023%
2/6/2025Jones Financial Companies Lllp1,030$79K0.0%+17.8%0.004%
2/5/2025BlueStem Wealth Partners LLC13,908$1.07M0.1%N/A0.054%
2/5/2025Noble Wealth Management PBC490$38K0.0%N/A0.002%
2/4/2025 Arbor Investment Advisors LLC4,677$358K0.1%-7.9%0.018%
1/28/2025RFP Financial Group LLC5,349$410K0.2%-6.4%0.021%
1/27/2025Nvwm LLC3,160$242K0.1%+7.7%0.012%
1/24/2025 Lazari Capital Management Inc.2,846$218K0.1%-6.9%0.011%
1/23/2025 Strategic Advocates LLC24,114$1.85M0.6%-5.3%0.094%
1/23/2025 Strategic Blueprint LLC4,251$326K0.0%+26.9%0.017%
1/21/2025 Archford Capital Strategies LLC28,788$2.21M0.3%-2.5%0.112%
1/17/2025 Janney Montgomery Scott LLC39,315$3.01M0.0%+962.3%0.153%
1/17/2025 Janney Capital Management LLC3,562$273K0.0%N/A0.014%
1/16/2025 Lbmc Investment Advisors LLC137,655$10.55M0.8%-1.1%0.537%
1/13/2025 AdvisorNet Financial Inc8,719$668K0.1%-22.3%0.034%
12/26/2024JPMorgan Chase & Co.40,490$3.20M0.0%+5.1%0.158%
11/21/2024Wealthquest Corp9,017$708K0.1%-2.0%0.035%
11/15/2024Continuum Advisory LLC640$50K0.0%+42.2%0.002%
11/14/2024Captrust Financial Advisors26,124$2.06M0.0%-0.5%0.102%
11/8/2024 Avior Wealth Management LLC10,084$796K0.0%-6.8%0.039%
11/6/2024Altrius Capital Management Inc3,231$255K0.1%-5.4%0.013%
11/6/2024Cornerstone Planning Group LLC14,061$1.10M0.2%-6.7%0.055%
10/29/2024Nvwm LLC2,933$231K0.1%+6.7%0.011%
10/25/2024 Strategic Blueprint LLC3,349$264K0.0%N/A0.013%
10/24/2024 Arbor Investment Advisors LLC5,080$401K0.1%+13.4%0.020%
10/22/2024 Eastern Bank430$34K0.0%N/A0.002%
10/21/2024RFP Financial Group LLC5,716$451K0.1%+9.7%0.022%
10/21/2024 Whittier Trust Co. of Nevada Inc.361$28K0.0%N/A0.001%
10/17/2024 Strategic Advocates LLC25,475$2.01M0.7%+6.5%0.099%
10/8/2024 Lbmc Investment Advisors LLC139,246$10.99M0.9%-0.5%0.543%
8/26/2024Wealthquest Corp9,198$688K0.1%-1.8%0.036%
8/12/2024Waterloo Capital L.P.9,954$744K0.1%-90.6%0.039%
8/9/2024One Capital Management LLC17,823$1.33M0.0%-6.3%0.069%
8/6/2024Weitzel Financial Services Inc.3,374$252K0.1%+17.8%0.013%
7/31/2024IFG Advisory LLC6,298$471K0.0%N/A0.025%
7/26/2024 Cambridge Investment Research Advisors Inc.199,407$14.91M0.1%-2.3%0.777%
7/25/2024RFP Financial Group LLC5,210$390K0.1%+18.0%0.020%
7/17/2024 Archford Capital Strategies LLC30,389$2.27M0.4%+3.6%0.118%
7/17/2024 AdvisorNet Financial Inc11,551$864K0.1%+2.0%0.045%
7/11/2024 Strategic Advocates LLC23,919$1.79M0.7%-3.7%0.093%
7/11/2024 Lbmc Investment Advisors LLC139,950$10.47M0.9%+0.2%0.546%
5/17/2024Comerica Bank5,760$423K0.0%-9.1%0.022%
5/9/2024RFP Financial Group LLC4,415$324K0.1%+405.7%0.017%
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THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

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5/9/2024Wealthquest Corp9,368$688K0.1%-7.2%0.037%
5/8/2024Cornerstone Planning Group LLC14,294$1.03M0.3%-1.0%0.056%
5/7/2024Nvwm LLC2,636$194K0.1%+32.7%0.010%
4/25/2024 Cambridge Investment Research Advisors Inc.204,084$14.99M0.1%-5.1%0.797%
4/24/2024 Archford Capital Strategies LLC29,321$2.15M0.4%-1.8%0.115%
4/23/2024 Arbor Investment Advisors LLC4,969$365K0.1%+12.7%0.019%
4/12/2024 AdvisorNet Financial Inc11,326$832K0.1%+7.2%0.046%
4/12/2024 Lbmc Investment Advisors LLC139,630$10.26M0.9%-0.6%0.566%
4/10/2024Weitzel Financial Services Inc.2,864$209K0.1%N/A0.012%
4/3/2024 Strategic Advocates LLC24,836$1.82M0.7%+3.8%0.101%
(Data available from 1/1/2016 forward)

AOA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOA shares?

During the previous two years, 57 institutional investors and hedge funds held shares of iShares Core 80/20 Aggressive Allocation ETF. The most heavily invested institutionals were CX Institutional ($39.77M), Cambridge Investment Research Advisors Inc. ($14.91M), Lbmc Investment Advisors LLC ($11.24M), JPMorgan Chase & Co. ($3.20M), GAMMA Investing LLC ($2.90M), NewEdge Advisors LLC ($2.61M), and Archford Capital Strategies LLC ($2.21M).Learn more on iShares Core 80/20 Aggressive Allocation ETF's institutional investors.

Which institutional investors have been buying iShares Core 80/20 Aggressive Allocation ETF's stock?

Of the 46 institutional investors that purchased iShares Core 80/20 Aggressive Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CX Institutional ($475.98K), Janney Montgomery Scott LLC ($50.26K), GAMMA Investing LLC ($37.87K), HFM Investment Advisors LLC ($24.55K), Farther Finance Advisors LLC ($23.77K), Plan Group Financial LLC ($18.57K), and OLD Mission Capital LLC ($17.24K).

How much institutional buying is happening at iShares Core 80/20 Aggressive Allocation ETF?

Institutional investors have bought a total of 725,048 shares in the last 24 months. This purchase volume represents approximately $59.06M in transactions.

Which of iShares Core 80/20 Aggressive Allocation ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold iShares Core 80/20 Aggressive Allocation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Waterloo Capital L.P. ($99.97K), Janney Montgomery Scott LLC ($35.38K), CX Institutional ($5.42K), Lbmc Investment Advisors LLC ($5.13K), Ameriprise Financial Inc. ($3.04K), AdvisorNet Financial Inc ($2.50K), and Arbor Investment Advisors LLC ($1.59K).

How much institutional selling is happening at iShares Core 80/20 Aggressive Allocation ETF?

Institutional investors have sold a total of 165,220 shares in the last 24 months. This volume of shares sold represents approximately $12.49M in transactions.


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This page (NYSEARCA:AOA) was last updated on 8/2/2025 by MarketBeat.com Staff
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