Security key
464289859
- Type / Class
- Equity / CORE 80/20 AGGRE
- Total 13F shares
- 7,286,141
- Share change
- +554,155
- Total reported value
- $653,122,165
- Price per share
- $89.56
- Number of holders
- 397
- Value change
- +$49,943,711
- Number of buys
- 226
- Number of sells
- 141
Report period
Q4 2025
Institutions
397
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 by the holder's primary source 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 Q4 2025
As of 31 Dec 2025,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
397 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,286,141 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., LPL Financial LLC, WELLS FARGO & COMPANY/MN, ASSETMARK, INC, JIM SAULNIER & ASSOCIATES, LLC, FOUNDATIONS INVESTMENT ADVISORS, LLC, Ellenbecker Investment Group, Mesirow Financial Investment Management, Inc., Cambridge Investment Research Advisors, Inc., and STIFEL FINANCIAL CORP.
This page lists
397
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
371
Q4 2025 holders
397
Holder diff
26
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.