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

iShares Core 80/20 Aggressive Allocation ETF logo
$99.08 -0.05 (-0.05%)
As of 08/11/2026 04:10 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)
39
Total
Institutional Inflows
(last 12 months)
$31.48M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$43.50M
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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
7/9/2026 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%
5/14/2026FCA 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%
2/18/2026NewEdge Advisors LLC36,045$3.23M0.0%+6.5%0.117%
2/18/2026Cahill Financial Advisors Inc.4,430$397K0.0%+3.5%0.014%
2/18/2026 Align 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%
2/13/2026 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%
2/11/2026Strategic 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%
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%
2/10/2026One 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%
2/10/2026Thoroughbred 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%
2/6/2026BlueStem Wealth Partners LLC12,478$1.12M0.1%+2.1%0.041%
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%
2/5/2026Western Wealth Management LLC77,824$6.97M0.3%+1,467.1%0.253%
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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%
1/1/2026JPMorgan Chase & Co.59,420$5.24M0.0%+26.4%0.199%
12/2/2025 IFP Advisors Inc1,885$166K0.0%+13.9%0.006%
11/26/2025Strategic 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%
11/17/2025 Gould 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%
11/6/2025 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%
11/4/2025Jones 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%
8/15/2025Captrust Financial Advisors24,693$2.06M0.0%-0.5%0.085%
8/15/2025Ameriprise Financial Inc.27,467$2.29M0.0%+14.1%0.094%
8/14/2025 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%
8/12/2025 Waterloo 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%
8/8/2025 IMA Advisory Services Inc.11,001$887K0.1%+17.9%0.038%
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8/7/2025Cahill Financial Advisors Inc.4,269$356K0.0%+9.0%0.015%
8/6/2025 Nvwm LLC3,959$330K0.1%+20.1%0.014%
8/6/2025Columbia 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%
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%


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 348,632 shares in the last 24 months. This purchase volume represents approximately $31.48M in transactions.

Of the 26 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 493,209 shares in the last 24 months. This volume of shares sold represents approximately $43.50M in transactions.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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