ISHARES CORE AGGRESSIVE ALLO (AOA) Institutional Shareholders
ISHARES CORE AGGRESSIVE ALLO (AOA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $639.14M in AOA holdings during the latest filing period.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of AOA tracked by InsiderSet, reporting ownership valued at approximately $49.26M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.86M, representing an estimated gain of +9.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% of the total disclosed AOA value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Lpl Financial Llc, Assetmark, Inc, and several other long-term asset managers with concentrated positions in ISHARES CORE AGGRESSIVE ALLO (AOA).
This page ranks the largest institutional AOA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
401
Total Reported Value
$639.14M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$49.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 0.09% | 556,687 | $49,261,304 | $53,859,467 | +$4,598,163 | +9.33% | |
| Lpl Financial Llc | 0.01% | 311,488 | $27,563,561 | $30,136,464 | +$2,572,903 | +9.33% | |
| Assetmark, Inc | 0.04% | 245,482 | $23,959,090 | $23,750,384 | -$208,707 | -0.87% | |
| Jim Saulnier & Associates, Llc | 9.59% | 244,296 | $23,843,267 | $23,635,638 | -$207,629 | -0.87% | |
| Ellenbecker Investment Group | 2.54% | 223,468 | $21,810,556 | $21,620,529 | -$190,027 | -0.87% | |
| Wells Fargo & Company/Mn | 0.00% | 194,664 | $17,225,775 | $18,833,742 | +$1,607,967 | +9.33% | |
| Foundations Investment Advisors, Llc | 0.19% | 176,150 | $15,587,531 | $17,042,513 | +$1,454,982 | +9.33% | |
| Morgan Stanley | 0.00% | 171,267 | $15,155,504 | $16,570,082 | +$1,414,578 | +9.33% | |
| Mesirow Financial Investment Management, Inc. | 0.22% | 141,970 | $13,856,352 | $13,735,598 | -$120,755 | -0.87% | |
| Waverly Advisors, Llc | 0.09% | 138,998 | $12,299,949 | $13,448,057 | +$1,148,108 | +9.33% | |
| Lbmc Investment Advisors, Llc | 0.68% | 126,421 | $11,187,024 | $12,231,232 | +$1,044,208 | +9.33% | |
| Kestra Private Wealth Services, Llc | 0.12% | 108,771 | $10,616,028 | $10,523,594 | -$92,434 | -0.87% | |
| Patton Albertson Miller Group, Llc | 1.05% | 107,843 | $10,525,474 | $10,433,810 | -$91,664 | -0.87% | |
| Bank Of America Corp | 0.00% | 107,144 | $9,481,139 | $10,366,182 | +$885,043 | +9.33% | |
| Commonwealth Equity Services, Llc | 0.01% | 79,097 | $7,719,870 | $7,652,635 | -$67,235 | -0.87% | |
| Western Wealth Management, Llc | 0.28% | 85,035 | $7,524,734 | $8,227,136 | +$702,402 | +9.33% | |
| Prosperity Consulting Group, Llc | 0.33% | 82,575 | $7,307,050 | $7,989,131 | +$682,081 | +9.33% | |
| Legacy Financial Group Llc | 0.83% | 74,362 | $6,580,301 | $7,194,524 | +$614,223 | +9.33% | |
| Raymond James Financial Inc | 0.00% | 71,786 | $6,352,355 | $6,945,296 | +$592,941 | +9.33% | |
| Consilium Wealth Advisory, Llc | 2.12% | 70,340 | $6,224,411 | $6,805,395 | +$580,984 | +9.33% | |
| Harbour Investments, Inc. | 0.10% | 69,573 | $6,156,550 | $6,731,188 | +$574,638 | +9.33% | |
| Royal Bank Of Canada | 0.00% | 68,745 | $6,084,000 | $6,651,079 | +$567,079 | +9.32% | |
| Weaver Consulting Group | 1.23% | 61,364 | $5,989,172 | $5,936,967 | -$52,205 | -0.87% | |
| Strategic Blueprint, Llc | 0.29% | 59,641 | $5,820,938 | $5,770,267 | -$50,671 | -0.87% | |
| Unique Wealth, Llc | 0.66% | 57,776 | $5,638,964 | $5,589,828 | -$49,136 | -0.87% | |
| Cetera Investment Advisers | 0.01% | 61,971 | $5,483,833 | $5,995,694 | +$511,861 | +9.33% | |
| Clearstead Advisors, Llc | 0.05% | 61,562 | $5,447,687 | $5,956,124 | +$508,437 | +9.33% | |
| Wealth Alliance, Llc | 0.53% | 60,211 | $5,328,101 | $5,825,414 | +$497,313 | +9.33% | |
| Kestra Advisory Services, Llc | 0.02% | 54,499 | $5,319,103 | $5,272,778 | -$46,325 | -0.87% | |
| Geowealth Management, Llc | 0.16% | 51,728 | $5,048,644 | $5,004,684 | -$43,960 | -0.87% | |
| Legacy Wealth Partners, Llc | 1.11% | 50,825 | $4,960,509 | $4,917,319 | -$43,190 | -0.87% | |
| Osaic Holdings, Inc. | 0.01% | 55,434 | $4,908,112 | $5,363,240 | +$455,128 | +9.27% | |
| Fort Henry Capital, Llc | 2.69% | 50,005 | $4,880,457 | $4,837,984 | -$42,473 | -0.87% | |
| Farther Finance Advisors, Llc | 0.04% | 48,481 | $4,731,747 | $4,690,537 | -$41,210 | -0.87% | |
| Steelpeak Wealth, Llc | 0.12% | 46,498 | $4,538,173 | $4,498,682 | -$39,492 | -0.87% | |
| Ubs Group Ag | 0.00% | 45,990 | $4,069,655 | $4,449,533 | +$379,878 | +9.33% | |
| Redhawk Wealth Advisors, Inc. | 0.39% | 40,336 | $3,936,748 | $3,902,508 | -$34,240 | -0.87% | |
| Ritholtz Wealth Management | 0.07% | 42,858 | $3,792,518 | $4,146,512 | +$353,994 | +9.33% | |
| Westmount Partners, Llc | 0.82% | 38,147 | $3,723,111 | $3,690,722 | -$32,389 | -0.87% | |
| Mutual Advisors, Llc | 0.08% | 40,009 | $3,540,366 | $3,870,871 | +$330,505 | +9.34% | |
| Wealth Forward, Llc | 1.70% | 35,042 | $3,420,099 | $3,390,314 | -$29,786 | -0.87% | |
| Allworth Financial Lp | 0.01% | 34,057 | $3,013,743 | $3,295,015 | +$281,272 | +9.33% | |
| Marino, Stram & Associates Llc | 0.48% | 30,812 | $3,007,257 | $2,981,061 | -$26,196 | -0.87% | |
| Cerity Partners Llc | 0.00% | 33,912 | $3,000,858 | $3,280,986 | +$280,128 | +9.33% | |
| Archford Capital Strategies, Llc | 0.29% | 29,748 | $2,903,405 | $2,878,119 | -$25,286 | -0.87% | |
| Odonnell Financial Services, Llc | 0.97% | 31,876 | $2,812,478 | $3,084,003 | +$271,525 | +9.65% | |
| Ep Wealth Advisors, Llc | 0.01% | 30,634 | $2,710,778 | $2,963,840 | +$253,062 | +9.34% | |
| Perigon Wealth Management, Llc | 0.05% | 30,493 | $2,698,318 | $2,950,198 | +$251,880 | +9.33% | |
| Rtd Financial Advisors, Inc. | 0.29% | 27,525 | $2,686,400 | $2,663,044 | -$23,356 | -0.87% | |
| Somnio Financial Group, Llc | 1.54% | 26,642 | $2,600,304 | $2,577,614 | -$22,691 | -0.87% |
Frequently asked questions about AOA
Who owns the most AOA stock?
The largest holders of AOA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE AGGRESSIVE ALLO (AOA).
Is AOA widely held by superinvestors?
Many widely followed stocks like AOA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AOA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.