Free Trial
Your Rate Never Goes Up! Save $100 a Year on MarketBeat All Access
Upgrade Now
Claim MarketBeat All Access Sale Promotion

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

iShares Core 80/20 Aggressive Allocation ETF logo
$96.83 +0.06 (+0.06%)
Closing price 04:10 PM Eastern
Extended Trading
$96.84 +0.00 (+0.01%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$28.35M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$51.23M
Get AOA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core 80/20 Aggressive Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AOA Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2026Weitzel Financial Services Inc.10,586$1.03M0.3%+10.1%0.031%
10/16/2026Pension & Wealth Management Advisors Inc.7,507$730K0.2%+9.2%0.022%
10/16/2026NFSG Corp1,200$117K0.0%N/A0.004%
10/8/2026Farther Finance Advisors LLC50,181$4.88M0.0%+3.5%0.147%
10/8/2026CoreCap Advisors LLC2,898$282K0.0%-7.6%0.008%
10/7/2026Worth Asset Management LLC3,800$370K0.1%-83.9%0.011%
10/5/2026Frisco Financial Planning LLC814$79K0.1%+21.1%0.002%
10/2/2026 CX Institutional20,388$1.98M0.1%-75.3%0.061%
8/22/2026Kickstand Ventures LLC.8,760$855K0.2%-12.0%0.027%
8/21/2026Continuum Advisory LLC450$44K0.0%N/A0.001%
8/21/2026Weitzel Financial Services Inc.9,611$928K0.3%+10.1%0.029%
7/9/2026Worth Asset Management LLC23,586$2.30M0.7%+0.6%0.072%
7/2/2026 CX Institutional82,700$8.07M0.2%+201.0%0.252%
6/3/2026Wealthquest Corp8,232$728K0.1%-3.7%0.026%
6/3/2026Parallel Advisors LLC2,845$252K0.0%+33.0%0.009%
5/18/2026Gould Capital LLC3,764$333K0.2%-5.0%0.012%
5/14/2026FCA Corp TX4,681$414K0.1%+14.5%0.015%
5/7/2026Parallel Advisors LLC2,845$252K0.0%+33.0%0.009%
5/6/2026Cornerstone Planning Group LLC13,272$1.26M0.2%+9.4%0.041%
5/1/2026Mascoma Wealth Management LLC2,044$181K0.0%+7.6%0.006%
4/30/2026Weitzel Financial Services Inc.8,732$777K0.3%+8.9%0.027%
4/28/2026Arbor Investment Advisors LLC3,355$297K0.0%-21.3%0.010%
4/28/2026NBT Bank N A NY1,255$111K0.0%+1,294.4%0.004%
4/22/2026Janney Montgomery Scott LLC5,857$518K0.0%-26.2%0.018%
4/22/2026Venturi Wealth Management LLC19,119$1.69M0.1%-1.0%0.060%
4/17/2026Worth Asset Management LLC23,447$2.08M0.8%+9.5%0.073%
4/17/2026AdvisorNet Financial Inc7,569$670K0.0%-6.5%0.024%
2/18/2026NewEdge Advisors LLC36,045$3.23M0.0%+6.5%0.117%
2/18/2026Cahill Financial Advisors Inc.4,430$397K0.0%+3.5%0.014%
2/18/2026Align Financial LLC69,728$6.25M0.0%N/A0.227%
2/17/2026Advisory Services Network LLC15,325$1.37M0.0%+81.1%0.050%
2/17/2026Captrust Financial Advisors23,835$2.14M0.0%+1.9%0.078%
2/13/2026Integrated Wealth Concepts LLC4,349$389K0.0%-56.8%0.014%
2/13/2026Golden State Wealth Management LLC1,728$155K0.0%N/A0.006%
2/12/2026Rossby Financial LCC426$38K0.0%+3,176.9%0.001%
2/12/2026Mosley Wealth Management3,203$284K0.1%N/A0.010%
2/11/2026Janney Montgomery Scott LLC7,936$711K0.0%+27.5%0.026%
2/11/2026Strategic Advocates LLC24,508$2.21M0.6%-2.8%0.080%
2/11/2026FCA Corp TX4,088$366K0.1%+11.4%0.013%
2/11/2026JPMorgan Chase & Co.52,025$4.66M0.0%-12.4%0.169%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/11/2026IMA Advisory Services Inc.4,700$421K0.0%-6.8%0.015%
2/11/2026Parallel Advisors LLC2,139$192K0.0%+21.0%0.007%
2/10/2026One Capital Management LLC9,863$883K0.0%+39.3%0.032%
2/10/2026Waterloo Capital L.P.15,657$1.40M0.1%-8.4%0.051%
2/10/2026Thoroughbred Financial Services LLC5,508$493K0.0%-14.3%0.018%
2/9/2026Wealthquest Corp8,544$765K0.1%N/A0.028%
2/6/2026EverSource Wealth Advisors LLC9,883$885K0.0%+1.2%0.032%
2/6/2026BlueStem Wealth Partners LLC12,478$1.12M0.1%+2.1%0.041%
2/5/2026Elyxium Wealth LLC429$38K0.0%N/A0.001%
2/5/2026Legacy Financial Group LLC75,053$6.89M0.9%+2.3%0.244%
2/5/2026Western Wealth Management LLC77,824$6.97M0.3%+1,467.1%0.253%
2/4/2026Mascoma Wealth Management LLC1,899$170K0.0%-10.3%0.006%
2/2/2026 CX Institutional94,420$8.46M0.3%+0.6%0.307%
2/2/2026Cornerstone Planning Group LLC12,134$1.12M0.2%-16.2%0.039%
1/30/2026Strategic Blueprint LLC28,107$2.52M0.1%N/A0.091%
1/23/2026Farther Finance Advisors LLC35,062$3.14M0.0%+28.2%0.114%
1/23/2026Arbor Investment Advisors LLC4,262$382K0.1%-25.5%0.014%
1/22/2026Venturi Wealth Management LLC19,310$1.73M0.1%-3.7%0.063%
1/21/2026Flagship Harbor Advisors LLC2,253$202K0.0%N/A0.007%
1/21/2026Sound Income Strategies LLC934$85K0.0%N/A0.003%
1/20/2026Nvwm LLC4,251$381K0.1%+5.6%0.014%
1/14/2026Worth Asset Management LLC21,413$1.92M0.8%-2.8%0.070%
1/13/2026CoreCap Advisors LLC3,009$269K0.0%-11.6%0.010%
1/7/2026Harbor Investment Advisory LLC1,613$144K0.0%+39.1%0.005%
1/1/2026JPMorgan Chase & Co.59,420$5.24M0.0%+26.4%0.199%
12/2/2025IFP Advisors Inc1,885$166K0.0%+13.9%0.006%
11/26/2025Strategic Advocates LLC25,207$2.22M0.6%+2.5%0.084%
11/19/2025Captrust Financial Advisors23,381$2.06M0.0%-5.3%0.078%
11/17/2025NewEdge Advisors LLC33,842$2.98M0.0%-0.9%0.113%
11/17/2025Gould Capital LLC3,964$349K0.2%-17.8%0.013%
11/17/2025Integrated Wealth Concepts LLC10,070$888K0.0%+9.8%0.034%
11/17/2025Ameriprise Financial Inc.22,092$1.95M0.0%-19.6%0.074%
11/14/2025One Capital Management LLC7,081$624K0.0%-36.3%0.024%
11/12/2025BlueStem Wealth Partners LLC12,223$1.08M0.1%-10.1%0.041%
11/12/2025RFP Financial Group LLC5,282$466K0.2%-11.6%0.018%
11/10/2025Thoroughbred Financial Services LLC6,429$566K0.0%-34.0%0.022%
11/7/2025JPMorgan Chase & Co.59,420$5.24M0.0%+26.4%0.199%
11/6/2025IMA Advisory Services Inc.5,041$410K0.0%-54.2%0.017%
11/5/2025Waterloo Capital L.P.17,095$1.51M0.1%-19.6%0.057%
11/4/2025Cornerstone Planning Group LLC14,487$1.29M0.2%-8.6%0.048%
11/4/2025Jones Financial Companies Lllp3,229$282K0.0%+22.5%0.011%
10/29/2025Archvest Wealth Advisors Inc.3,938$347K0.3%-92.4%0.013%
10/28/2025Mascoma Wealth Management LLC2,117$187K0.0%-6.9%0.007%
10/23/2025Venturi Wealth Management LLC20,058$1.77M0.1%-9.6%0.067%
10/23/2025 CX Institutional93,861$8.27M0.3%-80.3%0.314%
10/22/2025CoreCap Advisors LLC3,403$300K0.0%+7.0%0.011%
10/21/2025Arbor Investment Advisors LLC5,722$504K0.1%+36.1%0.019%
10/17/2025Worth Asset Management LLC22,028$1.94M0.9%N/A0.074%
10/14/2025Weitzel Financial Services Inc.7,978$697K0.3%+20.5%0.027%
10/14/2025Farther Finance Advisors LLC27,339$2.41M0.0%+11.5%0.092%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
10/9/2025AdvisorNet Financial Inc8,761$772K0.0%-6.0%0.029%
10/9/2025Bay Harbor Wealth Management LLC2,887$254K0.1%-7.7%0.010%
10/7/2025Lbmc Investment Advisors LLC131,605$11.60M0.7%-2.4%0.444%
8/15/2025Captrust Financial Advisors24,693$2.06M0.0%-0.5%0.085%
8/15/2025Ameriprise Financial Inc.27,467$2.29M0.0%+14.1%0.094%
8/14/2025Gould Capital LLC4,821$402K0.3%-4.7%0.017%
8/13/2025Wealthquest Corp8,710$726K0.1%-2.2%0.030%
8/12/2025Weitzel Financial Services Inc.6,620$559K0.2%+28.7%0.023%
8/12/2025Waterloo Capital L.P.21,274$1.77M0.1%+30.4%0.073%
8/12/2025JPMorgan Chase & Co.47,011$3.92M0.0%+17.3%0.161%


AOA Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of iShares Core 80/20 Aggressive Allocation ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($11.60M), Western Wealth Management LLC ($6.97M), Legacy Financial Group LLC ($6.89M), Align Financial LLC ($6.25M), Farther Finance Advisors LLC ($4.88M), JPMorgan Chase & Co. ($4.66M), and NewEdge Advisors LLC ($3.23M).Learn more on iShares Core 80/20 Aggressive Allocation ETF's institutional investors.

Of the 65 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 ($531.77K), Western Wealth Management LLC ($72.86K), Align Financial LLC ($69.73K), Janney Montgomery Scott LLC ($39.55K), GAMMA Investing LLC ($37.37K), Farther Finance Advisors LLC ($36.02K), and JPMorgan Chase & Co. ($33.73K).

Institutional investors have bought a total of 311,618 shares in the last 24 months. This purchase volume represents approximately $28.35M in transactions.

Of the 25 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: CX Institutional ($445.25K), Archvest Wealth Advisors Inc. ($48.11K), Worth Asset Management LLC ($20.40K), JPMorgan Chase & Co. ($7.40K), IMA Advisory Services Inc. ($6.30K), Integrated Wealth Concepts LLC ($5.72K), and Waterloo Capital L.P. ($5.62K).

Institutional investors have sold a total of 572,156 shares in the last 24 months. This volume of shares sold represents approximately $51.23M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AOA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/17/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company
We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billi...
Banyan Hill Publishing | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel