Security key
464289859
- Type / Class
- Equity / CORE 80/20 AGGRE
- Total 13F shares
- 6,375,888
- Share change
- -1,057,935
- Total reported value
- $487,520,352
- Price per share
- $76.50
- Number of holders
- 343
- Value change
- -$81,156,048
- Number of buys
- 166
- Number of sells
- 149
Report period
Q1 2025
Institutions
343
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 464289859
Recent filing periods:
Top shareholders of AOA - ISHARES TR - CORE 80/20 AGGRE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
343 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,375,888 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., ASSETMARK, INC, MORGAN STANLEY, Cambridge Investment Research Advisors, Inc., Mesirow Financial Investment Management, Inc., LPL Financial LLC, WELLS FARGO & COMPANY/MN, Waverly Advisors, LLC, LBMC INVESTMENT ADVISORS, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
346
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
345
Q1 2025 holders
343
Holder diff
-2
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.