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

Latest Period

Q4 2025

Institutions Reporting

392

Shares (Excl. Options)

7,254,991

Price

$89.56

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Type / Class
Equity / CORE 80/20 AGGRE
Symbol
AOA
Price per share
$88.49
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,254,991
Total reported value
$650,332,591
% of total 13F portfolios
0.01%
Share change
+544,966
Value change
+$49,120,411
Number of holders
392
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • AOA - ISHARES TR - CORE 80/20 AGGRE is tracked under CUSIP 464289859.
  • 392 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 392 to 98 between Q4 2025 and Q1 2026.
  • Reported value moved from $650,332,591 to $96,376,272.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 392 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464289859?
CUSIP 464289859 identifies AOA - ISHARES TR - CORE 80/20 AGGRE in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 392 institutional investors reported holding 7,254,991 shares of ISHARES TR - CORE 80/20 AGGRE (AOA).

Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,087,870 $96,376,272 -$5,148,488 $88.49 98
2025 Q4 7,254,991 $650,332,591 +$49,120,411 $89.56 392
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
2019 Q4 4,206,424 $244,141,375 +$15,561,978 $58.00 180
2019 Q3 3,869,843 $212,509,023 +$9,252,822 $54.91 149
2019 Q2 3,643,145 $200,741,307 -$8,003,901 $55.15 154
2019 Q1 3,737,316 $200,069,790 -$202,514,573 $53.52 143
2018 Q4 7,721,348 $362,847,491 +$201,664,553 $48.55 145
2018 Q3 3,075,901 $167,651,547 +$4,164,904 $54.63 133
2018 Q2 2,990,748 $159,732,034 -$2,295,091 $53.40 138
2018 Q1 3,032,310 $162,310,612 +$3,707,593 $53.50 138
2017 Q4 2,932,039 $158,080,064 +$4,692,193 $53.88 126
2017 Q3 2,628,236 $140,860,185 +$7,806,093 $53.58 104
2017 Q2 2,482,879 $128,656,537 +$14,640,350 $51.79 96
2017 Q1 2,195,855 $109,711,000 -$80,821,318 $49.94 84
2016 Q4 3,816,804 $180,269,000 +$95,334,895 $47.22 88
2016 Q3 1,618,938 $76,812,995 +$7,395,866 $47.47 79
2016 Q2 1,485,150 $68,070,483 +$5,780,137 $45.87 80
2016 Q1 1,352,581 $61,162,962 -$129,430,933 $45.30 73
2015 Q4 4,213,851 $188,841,000 +$136,003,183 $44.83 67
2015 Q3 1,146,635 $50,130,000 +$7,039,453 $43.62 58
2015 Q2 993,634 $47,069,403 +$8,378,843 $47.42 54
2015 Q1 807,659 $38,376,871 -$41,833,598 $47.50 54
2014 Q4 1,676,674 $77,597,605 +$51,077,613 $46.27 54
2014 Q3 526,565 $23,980,407 +$2,175,832 $45.56 44
2014 Q2 478,862 $22,597,512 -$1,643,104 $47.19 38
2014 Q1 513,724 $23,301,775 -$5,467,998 $45.36 38