Free Trial
→ Five Seats Could Shift Washington’s Direction (From USA Capital Gold) (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
$98.01 0.00 (0.00%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$97.68 -0.33 (-0.33%)
As of 10/9/2026 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)
39
Total
Institutional Inflows
(last 12 months)
$30.39M
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
10/8/2026Farther 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%
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%
A Simple Guide to Options Trading While It's Still Free (Ad)

A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe calls it The 10-Minute Guide to Start Trading Options Today, built to help you open your first options trade with less capital than buying shares outright.tc pixel

Download your free copy of Options Trading Made Simple before it's gone
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%
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%
A Simple Guide to Options Trading While It's Still Free (Ad)

A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe calls it The 10-Minute Guide to Start Trading Options Today, built to help you open your first options trade with less capital than buying shares outright.tc pixel

Download your free copy of Options Trading Made Simple before it's gone
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%
8/8/2025IMA Advisory Services Inc.11,001$887K0.1%+17.9%0.038%
8/7/2025Cahill Financial Advisors Inc.4,269$356K0.0%+9.0%0.015%
8/6/2025Nvwm LLC3,959$330K0.1%+20.1%0.014%


AOA Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 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 63 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 335,028 shares in the last 24 months. This purchase volume represents approximately $30.39M 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 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Urgent Attention to Executive Order #14363 (Buy This Stock Before Oct. 20th
Marc Chaikin, a 60-year Wall Street veteran whose past clients include George Soros and Steve Cohen, built a s...
Chaikin Analytics | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Urgent: Invest In ‘Elon’s iPhone’ Before July 22nd
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's vis...
Weiss Ratings | Sponsoredtc pixel
Trump To Relaunch USD?
President Trump's summit with Xi Jinping drew headlines for tariffs and trade truces, but the real story may b...
Porter & Company | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Gold did this exact thing in 1975… [then exploded]
In 1975 the Fed raised rates and gold fell 50 percent. Headlines called the gold bull market dead. Instead gol...
Golden Portfolio | Sponsoredtc pixel