Latest Period
Q1 2026
Security Snapshot
ISHARES TR - CORE 80/20 AGGRE (AOA) Institutional Ownership
CUSIP: 464289859
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
401
Shares (Excl. Options)
7,200,396
Price
$88.49
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- Security type / class
- Equity / CORE 80/20 AGGRE
- Symbol
- AOA
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,200,396
- Total 13F value
- $637,543,268
- Portfolio coverage rank
- 0.01%
- Share change
- -99,952
- Value change
- -$8,946,433
- Number of holders
- 401
- SEC-reported price per share
- $96.73
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AOA - ISHARES TR - CORE 80/20 AGGRE is tracked under CUSIP 464289859.
- 401 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 397 to 401 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $653,122,165 to $637,543,268.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 401 institutions filings for Q1 2026.
Security key
464289859
Latest holder period
Q1 2026
13F holders
401
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464289859:
As of 31 Mar 2026, 401 institutional investors reported holding 7,200,396 shares of ISHARES TR - CORE 80/20 AGGRE (AOA).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,200,396 | $637,543,268 | -$8,946,433 | $88.49 | 401 |
| 2025 Q4 | 7,286,141 | $653,122,165 | +$49,943,711 | $89.56 | 397 |
| 2025 Q3 | 6,700,939 | $590,566,955 | -$20,442,077 | $88.14 | 371 |
| 2025 Q2 | 6,948,825 | $579,541,749 | +$49,144,535 | $83.40 | 351 |
| 2025 Q1 | 6,375,888 | $487,520,352 | -$81,156,048 | $76.50 | 343 |
| 2024 Q4 | 7,430,699 | $569,613,783 | +$104,992,127 | $76.61 | 345 |
| 2024 Q3 | 5,723,945 | $452,146,766 | -$7,209,477 | $78.91 | 316 |
| 2024 Q2 | 5,759,881 | $430,550,903 | +$6,221,866 | $74.78 | 315 |
| 2024 Q1 | 5,618,701 | $413,107,139 | -$109,443,340 | $73.46 | 303 |
| 2023 Q4 | 7,242,054 | $499,992,662 | +$132,828,274 | $69.05 | 306 |
| 2023 Q3 | 5,298,378 | $336,105,478 | +$9,975,698 | $63.49 | 277 |
| 2023 Q2 | 5,123,004 | $339,812,196 | +$17,687,244 | $66.34 | 263 |
| 2023 Q1 | 4,880,064 | $310,398,724 | -$370,661,203 | $63.59 | 252 |
| 2022 Q4 | 10,592,294 | $633,149,114 | +$322,986,925 | $59.75 | 266 |
| 2022 Q3 | 5,049,116 | $280,281,680 | -$29,725,002 | $55.45 | 222 |
| 2022 Q2 | 5,565,023 | $333,356,905 | +$23,185,603 | $59.89 | 242 |
| 2022 Q1 | 5,073,166 | $349,430,526 | -$60,544,754 | $68.94 | 258 |
| 2021 Q4 | 5,919,909 | $430,744,975 | +$85,662,396 | $72.82 | 247 |
| 2021 Q3 | 4,318,300 | $301,770,402 | +$5,885,204 | $69.81 | 211 |
| 2021 Q2 | 4,399,470 | $311,002,498 | +$4,215,994 | $70.65 | 217 |
| 2021 Q1 | 4,333,816 | $290,522,988 | +$3,315,283 | $66.93 | 215 |
| 2020 Q4 | 4,297,641 | $276,535,523 | +$12,842,414 | $64.18 | 200 |
| 2020 Q3 | 3,957,024 | $229,379,466 | -$7,198,052 | $58.00 | 173 |
| 2020 Q2 | 4,028,969 | $222,028,227 | -$20,740,413 | $54.88 | 165 |
| 2020 Q1 | 4,484,282 | $213,860,128 | +$8,372,141 | $47.46 | 168 |