Go Pro
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free AOA Stock Alerts

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

iShares Core 80/20 Aggressive Allocation ETF logo
$98.43 -0.61 (-0.62%)
Closing price 04:10 PM Eastern
Extended Trading
$98.47 +0.04 (+0.04%)
As of 07:30 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)
38
Total
Institutional Inflows
(last 12 months)
$30.21M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$43.57M
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
8/22/2026 Kickstand Ventures LLC.8,760$855K0.2%-12.0%0.027%
8/21/2026 Continuum Advisory LLC450$44K0.0%N/A0.001%
8/21/2026 Weitzel Financial Services Inc.9,611$928K0.3%+10.1%0.029%
7/9/2026 Worth Asset Management LLC23,586$2.30M0.7%+0.6%0.072%
7/2/2026 CX Institutional82,700$8.07M0.2%+201.0%0.252%
6/3/2026 Wealthquest Corp8,232$728K0.1%-3.7%0.026%
6/3/2026 Parallel Advisors LLC2,845$252K0.0%+33.0%0.009%
5/18/2026 Gould Capital LLC3,764$333K0.2%-5.0%0.012%
5/14/2026 FCA Corp TX4,681$414K0.1%+14.5%0.015%
5/7/2026 Parallel Advisors LLC2,845$252K0.0%+33.0%0.009%
5/6/2026 Cornerstone Planning Group LLC13,272$1.26M0.2%+9.4%0.041%
5/1/2026 Mascoma Wealth Management LLC2,044$181K0.0%+7.6%0.006%
4/30/2026 Weitzel Financial Services Inc.8,732$777K0.3%+8.9%0.027%
4/28/2026 Arbor Investment Advisors LLC3,355$297K0.0%-21.3%0.010%
4/28/2026 NBT Bank N A NY1,255$111K0.0%+1,294.4%0.004%
4/22/2026 Janney Montgomery Scott LLC5,857$518K0.0%-26.2%0.018%
4/22/2026 Venturi Wealth Management LLC19,119$1.69M0.1%-1.0%0.060%
4/17/2026 Worth Asset Management LLC23,447$2.08M0.8%+9.5%0.073%
4/17/2026 AdvisorNet Financial Inc7,569$670K0.0%-6.5%0.024%
2/18/2026 NewEdge Advisors LLC36,045$3.23M0.0%+6.5%0.117%
2/18/2026 Cahill Financial Advisors Inc.4,430$397K0.0%+3.5%0.014%
2/18/2026 Align Financial LLC69,728$6.25M0.0%N/A0.227%
2/17/2026 Advisory Services Network LLC15,325$1.37M0.0%+81.1%0.050%
2/17/2026 Captrust Financial Advisors23,835$2.14M0.0%+1.9%0.078%
2/13/2026 Integrated Wealth Concepts LLC4,349$389K0.0%-56.8%0.014%
2/13/2026 Golden State Wealth Management LLC1,728$155K0.0%N/A0.006%
2/12/2026 Rossby Financial LCC426$38K0.0%+3,176.9%0.001%
2/12/2026 Mosley Wealth Management3,203$284K0.1%N/A0.010%
2/11/2026 Janney Montgomery Scott LLC7,936$711K0.0%+27.5%0.026%
2/11/2026 Strategic Advocates LLC24,508$2.21M0.6%-2.8%0.080%
2/11/2026 FCA Corp TX4,088$366K0.1%+11.4%0.013%
2/11/2026 JPMorgan Chase & Co.52,025$4.66M0.0%-12.4%0.169%
2/11/2026 IMA Advisory Services Inc.4,700$421K0.0%-6.8%0.015%
2/11/2026 Parallel Advisors LLC2,139$192K0.0%+21.0%0.007%
2/10/2026 One Capital Management LLC9,863$883K0.0%+39.3%0.032%
2/10/2026 Waterloo Capital L.P.15,657$1.40M0.1%-8.4%0.051%
2/10/2026 Thoroughbred Financial Services LLC5,508$493K0.0%-14.3%0.018%
2/9/2026 Wealthquest Corp8,544$765K0.1%N/A0.028%
2/6/2026 EverSource Wealth Advisors LLC9,883$885K0.0%+1.2%0.032%
2/6/2026 BlueStem Wealth Partners LLC12,478$1.12M0.1%+2.1%0.041%
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
2/5/2026 Elyxium Wealth LLC429$38K0.0%N/A0.001%
2/5/2026 Legacy Financial Group LLC75,053$6.89M0.9%+2.3%0.244%
2/5/2026 Western Wealth Management LLC77,824$6.97M0.3%+1,467.1%0.253%
2/4/2026 Mascoma Wealth Management LLC1,899$170K0.0%-10.3%0.006%
2/2/2026 CX Institutional94,420$8.46M0.3%+0.6%0.307%
2/2/2026 Cornerstone Planning Group LLC12,134$1.12M0.2%-16.2%0.039%
1/30/2026 Strategic Blueprint LLC28,107$2.52M0.1%N/A0.091%
1/23/2026 Farther Finance Advisors LLC35,062$3.14M0.0%+28.2%0.114%
1/23/2026 Arbor Investment Advisors LLC4,262$382K0.1%-25.5%0.014%
1/22/2026 Venturi Wealth Management LLC19,310$1.73M0.1%-3.7%0.063%
1/21/2026 Flagship Harbor Advisors LLC2,253$202K0.0%N/A0.007%
1/21/2026 Sound Income Strategies LLC934$85K0.0%N/A0.003%
1/20/2026 Nvwm LLC4,251$381K0.1%+5.6%0.014%
1/14/2026 Worth Asset Management LLC21,413$1.92M0.8%-2.8%0.070%
1/13/2026 CoreCap Advisors LLC3,009$269K0.0%-11.6%0.010%
1/7/2026 Harbor Investment Advisory LLC1,613$144K0.0%+39.1%0.005%
1/1/2026 JPMorgan Chase & Co.59,420$5.24M0.0%+26.4%0.199%
12/2/2025 IFP Advisors Inc1,885$166K0.0%+13.9%0.006%
11/26/2025 Strategic Advocates LLC25,207$2.22M0.6%+2.5%0.084%
11/19/2025 Captrust Financial Advisors23,381$2.06M0.0%-5.3%0.078%
11/17/2025 NewEdge Advisors LLC33,842$2.98M0.0%-0.9%0.113%
11/17/2025 Gould Capital LLC3,964$349K0.2%-17.8%0.013%
11/17/2025 Integrated Wealth Concepts LLC10,070$888K0.0%+9.8%0.034%
11/17/2025 Ameriprise Financial Inc.22,092$1.95M0.0%-19.6%0.074%
11/14/2025 One Capital Management LLC7,081$624K0.0%-36.3%0.024%
11/12/2025 BlueStem Wealth Partners LLC12,223$1.08M0.1%-10.1%0.041%
11/12/2025 RFP Financial Group LLC5,282$466K0.2%-11.6%0.018%
11/10/2025 Thoroughbred Financial Services LLC6,429$566K0.0%-34.0%0.022%
11/7/2025 JPMorgan Chase & Co.59,420$5.24M0.0%+26.4%0.199%
11/6/2025 IMA Advisory Services Inc.5,041$410K0.0%-54.2%0.017%
11/5/2025 Waterloo Capital L.P.17,095$1.51M0.1%-19.6%0.057%
11/4/2025 Cornerstone Planning Group LLC14,487$1.29M0.2%-8.6%0.048%
11/4/2025 Jones Financial Companies Lllp3,229$282K0.0%+22.5%0.011%
10/29/2025 Archvest Wealth Advisors Inc.3,938$347K0.3%-92.4%0.013%
10/28/2025 Mascoma Wealth Management LLC2,117$187K0.0%-6.9%0.007%
10/23/2025 Venturi Wealth Management LLC20,058$1.77M0.1%-9.6%0.067%
10/23/2025 CX Institutional93,861$8.27M0.3%-80.3%0.314%
10/22/2025 CoreCap Advisors LLC3,403$300K0.0%+7.0%0.011%
10/21/2025 Arbor Investment Advisors LLC5,722$504K0.1%+36.1%0.019%
10/17/2025 Worth Asset Management LLC22,028$1.94M0.9%N/A0.074%
10/14/2025 Weitzel Financial Services Inc.7,978$697K0.3%+20.5%0.027%
10/14/2025 Farther Finance Advisors LLC27,339$2.41M0.0%+11.5%0.092%
10/9/2025 AdvisorNet Financial Inc8,761$772K0.0%-6.0%0.029%
10/9/2025 Bay Harbor Wealth Management LLC2,887$254K0.1%-7.7%0.010%
10/7/2025 Lbmc Investment Advisors LLC131,605$11.60M0.7%-2.4%0.444%
8/15/2025 Captrust Financial Advisors24,693$2.06M0.0%-0.5%0.085%
8/15/2025 Ameriprise Financial Inc.27,467$2.29M0.0%+14.1%0.094%
8/14/2025 Gould Capital LLC4,821$402K0.3%-4.7%0.017%
8/13/2025 Wealthquest Corp8,710$726K0.1%-2.2%0.030%
8/12/2025 Weitzel Financial Services Inc.6,620$559K0.2%+28.7%0.023%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
8/12/2025 Waterloo Capital L.P.21,274$1.77M0.1%+30.4%0.073%
8/12/2025 JPMorgan Chase & Co.47,011$3.92M0.0%+17.3%0.161%
8/8/2025 IMA Advisory Services Inc.11,001$887K0.1%+17.9%0.038%
8/7/2025 Cahill Financial Advisors Inc.4,269$356K0.0%+9.0%0.015%
8/6/2025 Nvwm LLC3,959$330K0.1%+20.1%0.014%
8/6/2025 Columbia River Financial Group LLC3,160$264K0.2%+5.3%0.011%
8/5/2025GPS Wealth Strategies Group LLC658$55K0.0%N/A0.002%
8/4/2025L.M. Kohn & Company3,256$272K0.1%+7.3%0.011%
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%


AOA Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 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), CX Institutional ($8.07M), Western Wealth Management LLC ($6.97M), Legacy Financial Group LLC ($6.89M), Align Financial LLC ($6.25M), 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 62 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 ($34.32K), and JPMorgan Chase & Co. ($33.73K).

Institutional investors have bought a total of 333,186 shares in the last 24 months. This purchase volume represents approximately $30.21M in transactions.

Of the 27 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 ($382.94K), Archvest Wealth Advisors Inc. ($48.11K), JPMorgan Chase & Co. ($7.40K), IMA Advisory Services Inc. ($6.30K), Integrated Wealth Concepts LLC ($5.72K), Waterloo Capital L.P. ($5.62K), and Ameriprise Financial Inc. ($5.38K).

Institutional investors have sold a total of 493,844 shares in the last 24 months. This volume of shares sold represents approximately $43.57M 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 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
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
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
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
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | 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 $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
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel