Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
365
-
Total 13F shares, excl. options
-
6.59M
-
Shares change
-
-220K
-
Total reported value, excl. options
-
$580M
-
Value change
-
-$19.1M
-
Number of buys
-
205
-
Number of sells
-
-131
-
Price
-
$88.14
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2025
386 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q3 2025.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 365 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.59M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (544K shares), ASSETMARK, INC (243K shares), LPL Financial LLC (199K shares), Mesirow Financial Investment Management, Inc. (155K shares), Cambridge Investment Research Advisors, Inc. (154K shares), WELLS FARGO & COMPANY/MN (154K shares), JIM SAULNIER & ASSOCIATES, LLC (153K shares), Foundations Investment Advisors, LLC (152K shares), Waverly Advisors, LLC (146K shares), and Ellenbecker Investment Group (146K shares).
This table shows the top 365 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.