13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
AOA

ISHARES CORE 80/20 AGGRESSIV

441 institutions still hold ISHARES CORE 80/20 AGGRESSIV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289859·Exchange Traded Fund·441 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$312M
visible holders
Holders
441
filers reporting
Concentration
15.78%
Rockefeller Capital Management L.P. #1
top holder share
AI Holders Summary · Q1 2026

441 institutions reported AOA in Q1 2026. Rockefeller Capital Management L.P. leads at 15.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Rockefeller Capital Management L.P.
CIK 0001739439
$49M557K0.09%Q1 202602
LPL Financial LLC
CIK 0001403438
$24M247K0.01%Q2 202603
ASSETMARK, INC
CIK 0001344551
$24M245K0.04%Q2 202604
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$24M244K9.59%Q2 202605
Ellenbecker Investment Group
CIK 0001731497
$22M223K2.54%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M195K0.00%Q1 202607
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$16M176K0.19%Q1 202608
MORGAN STANLEY
CIK 0000895421
$15M171K0.00%Q1 202609
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$14M142K0.22%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M150K0.03%Q1 202611
Waverly Advisors, LLC
CIK 0001568787
$12M139K0.09%Q1 202612
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$11M126K0.68%Q1 202613
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$11M109K0.12%Q2 202614
PATTON ALBERTSON MILLER GROUP, LLC
CIK 0001511037
$11M108K1.05%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M107K0.00%Q1 202616
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$9M106K0.02%Q1 202617
CX Institutional
CIK 0001737089
$8M83K0.23%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M79K0.01%Q2 202619
Western Wealth Management, LLC
CIK 0001767902
$8M85K0.29%Q1 202620
Prosperity Consulting Group, LLC
CIK 0001910398
$7M83K0.33%Q1 2026
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