Vault-13

ISHARES TR AOA

AGGRES ALLOC ETF · ETP · CUSIP 464289859

360 institutional holders +10 vs Q1 2025
9,727,8389.7m shares reported held*
$630.6mreported value*
34 new 173 added 100 reduced 20 sold out net bought ≈ $94.6m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $64.82.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 234Q4 22: 270Q1 23: 255Q2 23: 264Q3 23: 278Q4 23: 310Q1 24: 305Q2 24: 318Q3 24: 320Q4 24: 349Q1 25: 350Q2 25: 360360Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022234
Q4 2022270
Q1 2023255
Q2 2023264
Q3 2023278
Q4 2023310
Q1 2024305
Q2 2024318
Q3 2024320
Q4 2024349
Q1 2025350
Q2 2025360

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 137 bought or addedQ3 23: 109 cut or sold outQ4 23: 162 bought or addedQ4 23: 98 cut or sold outQ4 23Q1 24: 149 bought or addedQ1 24: 146 cut or sold outQ2 24: 160 bought or addedQ2 24: 124 cut or sold outQ2 24Q3 24: 173 bought or addedQ3 24: 125 cut or sold outQ4 24: 184 bought or addedQ4 24: 124 cut or sold outQ4 24Q1 25: 169 bought or addedQ1 25: 152 cut or sold outQ2 25: 207 bought or addedQ2 25: 120 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023137109
Q4 202316298
Q1 2024149146
Q2 2024160124
Q3 2024173125
Q4 2024184124
Q1 2025169152
Q2 2025207120

Biggest buyers

Rockefeller Capital Management L.P. Added +536,643+536.6k
CX Institutional Added +475,983+476.0k
JIM SAULNIER & ASSOCIATES, LLC Added +37,566+37.6k
ROYAL BANK OF CANADA Added +29,992+30.0k
Foundations Investment Advisors, LLC Added +26,548+26.5k
Savant Capital, LLC Added +21,229+21.2k
UBS Group AG Added +21,223+21.2k
Cetera Investment Advisers Added +17,919+17.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,793+17.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +17,424+17.4k

Biggest sellers

MORGAN STANLEY Reduced -67,806-67.8k
Thrivent Financial for Lutherans Sold out -54,245-54.2k
Elevation Capital Advisory, LLC Sold out -40,679-40.7k
WELLS FARGO & COMPANY/MN Reduced -39,596-39.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -21,648-21.6k
OLD MISSION CAPITAL LLC Sold out -17,244-17.2k
Cambridge Investment Research Advisors, Inc. Reduced -17,111-17.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -15,382-15.4k
Mesirow Financial Investment Management, Inc. Reduced -11,634-11.6k
One Capital Management, LLC Reduced -11,339-11.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NorthStar Asset Management LLC /NJ/ 1.17% of their portfolio BERKELEY HEIGHTS, NJ 2,194,1582.2m $2.2m $2.2m 1.17% Reduced -2.8k -2,838
2 Rockefeller Capital Management L.P. 0.10% of their portfolio NEW YORK, NY 1,061,7041.1m $88.5m $88.5m 0.10% Added +536.6k +536,643
3 CX Institutional 1.39% of their portfolio AUBURN, IN 476,798476.8k $39.8m $39.8m 1.39% Added +476.0k +475,983
4 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 267,559267.6k $22.3m $22.3m 0.05% Reduced -8.3k -8,315
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 172,088172.1k $14.4m $14.4m 0.00% Added +12.0k +12,016
6 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 161,080161.1k $13.4m $13.4m 0.04% Reduced -17.1k -17,111
7 Mesirow Financial Investment Management, Inc. 0.25% of their portfolio CHICAGO, IL 155,076155.1k $12.9m $12.9m 0.25% Reduced -11.6k -11,634
8 Waverly Advisors, LLC 0.14% of their portfolio BIRMINGHAM, AL 147,980148.0k $12.3m $12.3m 0.14% Added +3.6k +3,567
9 JIM SAULNIER & ASSOCIATES, LLC 8.36% of their portfolio FORT COLLINS, CO 146,993147.0k $12.3m $12.3m 8.36% Added +37.6k +37,566
10 Ellenbecker Investment Group 1.85% of their portfolio WAUKESHA, WI 136,981137.0k $11.4m $11.4m 1.85% Added +8.5k +8,497
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 135,515135.5k $11.3m $11.3m 0.00% Reduced -67.8k -67,806
12 LBMC INVESTMENT ADVISORS, LLC 0.80% of their portfolio BRENTWOOD, TN 134,824134.8k $11.2m $11.2m 0.80% Reduced -1.1k -1,102
13 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 131,901131.9k $11.0m $11.0m 0.02% Added +17.9k +17,919
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 123,088123.1k $10.3m $10.3m 0.00% Reduced -9.5k -9,487
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 114,938114.9k $9.6m $9.6m 0.00% Reduced -39.6k -39,596
16 Foundations Investment Advisors, LLC 0.15% of their portfolio PHOENIX, AZ 113,741113.7k $9.5m $9.5m 0.15% Added +26.5k +26,548
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 111,665111.7k $9.3m $9.3m 0.01% Added +17.4k +17,424
18 Patton Albertson Miller Group, LLC 1.14% of their portfolio Chattanooga, TN 103,591103.6k $8.6m $8.6m 1.14% Reduced -5.5k -5,512
19 GeoWealth Management, LLC 0.28% of their portfolio CHICAGO, IL 85,19785.2k $7.1m $7.1m 0.28% Added +3.3k +3,304
20 Legacy Financial Group LLC 0.97% of their portfolio DES MOINES, IA 83,11583.1k $6.9m $6.9m 0.97% Reduced -1.6k -1,565
21 KESTRA PRIVATE WEALTH SERVICES, LLC 0.10% of their portfolio AUSTIN, TX 83,10983.1k $6.9m $6.9m 0.10% Added +4.6k +4,628
22 UNIQUE WEALTH, LLC 1.03% of their portfolio TAMPA, FL 76,67776.7k $6.4m $6.4m 1.03% Added +5.7k +5,674
23 Financial Advocates Investment Management 0.49% of their portfolio OLYMPIA, WA 71,26671.3k $5.9m $5.9m 0.49% Added +2.0k +2,010
24 Focus Partners Advisor Solutions, LLC 0.07% of their portfolio SAINT LOUIS, MO 66,16866.2k $5.5m $5.5m 0.07% Added +2.0k +1,956
25 Consilium Wealth Advisory, LLC 2.27% of their portfolio FRISCO, TX 64,65764.7k $5.4m $5.4m 2.27% Added +1.3k +1,276
26 WEALTH ALLIANCE, LLC 0.59% of their portfolio MELLVILLE, NY 63,19463.2k $5.3m $5.3m 0.59% Reduced -823 -823
27 Clearstead Advisors, LLC 0.07% of their portfolio CLEVELAND, OH 62,51962.5k $5.2m $5.2m 0.07% Reduced -618 -618
28 NORTHWEST WEALTH MANAGEMENT, LLC 0.92% of their portfolio SPENCER, IA 60,96261.0k $5.1m $5.1m 0.92% Reduced -169 -169
29 Prosperity Consulting Group, LLC 0.36% of their portfolio OWINGS MILLS, MD 59,66159.7k $5.0m $5.0m 0.36% Added +6.7k +6,674
30 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 58,51758.5k $4.9m $4.9m 0.02% Added +16.3k +16,282
31 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 56,08856.1k $4.7m $4.7m 0.01% Reduced -7.3k -7,344
32 Archvest Wealth Advisors, Inc. 3.78% of their portfolio CONCORD, CA 52,05052.0k $4.3m $4.3m 3.78% Reduced -624 -624
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 50,13250.1k $4.2m $4.2m 0.00% Added +30.0k +29,992
34 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 49,61549.6k $4.1m $4.1m 0.10% Added +4.4k +4,359
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 49,13649.1k $4.1m $4.1m 0.00% Added +21.2k +21,223
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 47,01147.0k $3.9m $3.9m 0.00% Added +6.9k +6,945
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 45,18545.2k $3.8m $3.8m 0.01% Reduced -15.4k -15,382
38 Fort Henry Capital, LLC 2.52% of their portfolio Wheeling, WV 44,92544.9k $3.7m $3.7m 2.52% Added +1.1k +1,133
39 RITHOLTZ WEALTH MANAGEMENT 0.08% of their portfolio NEW YORK, NY 44,30544.3k $3.7m $3.7m 0.08% Added +1.6k +1,583
40 SteelPeak Wealth, LLC 0.14% of their portfolio WOODLAND HILLS, CA 41,53841.5k $3.5m $3.5m 0.14% Added +772 +772
41 Weaver Consulting Group 0.95% of their portfolio HUNTINGTON BEACH, CA 41,20641.2k $3.4m $3.4m 0.95% Added +1.6k +1,613
42 Canal Capital Management, LLC 0.49% of their portfolio Richmond, VA 37,46237.5k $3.1m $3.1m 0.49% Added +366 +366
43 Trilogy Capital Inc. 0.15% of their portfolio IRVINE, CA 36,34936.3k $3.0m $3.0m 0.15% Added +6.5k +6,548
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 36,13336.1k $3.0m $3.0m 0.00% Reduced -8.0k -7,992
45 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 35,09135.1k $3.0m $3.0m 0.07% Added +1.2k +1,187
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,15834.2k $2.8m $2.8m 0.01% Added +52 +52
47 VCI Wealth Management LLC 1.00% of their portfolio ST LOUIS, MO 34,12934.1k $2.8m $2.8m 1.00% Added +344 +344
48 MARINO, STRAM & ASSOCIATES LLC 0.56% of their portfolio BRAINTREE, MA 33,37033.4k $2.8m $2.8m 0.56% Added +103 +103
49 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 31,21831.2k $2.6m $2.6m 0.01% Reduced -146 -146
50 ODonnell Financial Services, LLC 0.96% of their portfolio SAN RAFAEL, CA 30,02530.0k $2.5m $2.5m 0.96% Added +2.4k +2,355
51 Wealth Forward, LLC 1.66% of their portfolio FARGO, ND 29,66529.7k $2.5m $2.5m 1.66% Added +266 +266
52 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 29,58529.6k $2.5m $2.5m 0.00% Added +1.5k +1,546
53 RTD Financial Advisors, Inc. 0.31% of their portfolio Philadelphia, PA 28,96929.0k $2.4m $2.4m 0.31% Added +1.1k +1,143
54 Perigon Wealth Management, LLC 0.06% of their portfolio SAN FRANCISCO, CA 28,90028.9k $2.4m $2.4m 0.06% Reduced -176 -176
55 Archford Capital Strategies, LLC 0.31% of their portfolio SWANSEA, IL 28,71928.7k $2.4m $2.4m 0.31% Reduced -1 -1
56 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 27,96728.0k $2.3m $2.3m 0.00% Added +58 +58
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 27,46727.5k $2.3m $2.3m 0.00% Added +3.4k +3,390
58 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.04% of their portfolio MINNEAPOLIS, MN 27,11627.1k $2.3m $2.3m 0.04% Reduced -515 -515
59 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 26,58626.6k $2.2m $2.2m 0.02% Added +21.2k +21,229
60 HFM Investment Advisors, LLC 0.94% of their portfolio GLASSBORO, NJ 25,68225.7k $2.1m $2.1m 0.94% Added +1.1k +1,130
61 Somnio Financial Group, LLC 1.51% of their portfolio GLASTONBURY, CT 25,24625.2k $2.1m $2.1m 1.51% First filing
62 RWA WEALTH PARTNERS, LLC 0.03% of their portfolio BOSTON, MA 24,98925.0k $2.1m $2.1m 0.03% Added +24 +24
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 24,69324.7k $2.1m $2.1m 0.00% Reduced -125 -125
64 Strategic Advocates LLC 0.61% of their portfolio SACRAMENTO, CA 24,58224.6k $2.1m $2.1m 0.61% Added +621 +621
65 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 24,51024.5k $2.0m $2.0m 0.04% Added +16.9k +16,884
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,38524.4k $2.0m $2.0m 0.00% Added +17.8k +17,793
67 Westmount Partners, LLC 0.56% of their portfolio LOS ANGELES, CA 24,33024.3k $2.0m $2.0m 0.56% Added +325 +325
68 Buttonwood Financial Group, LLC 0.96% of their portfolio Kansas City, MO 22,90822.9k $1.9m $1.9m 0.96% Reduced -33 -33
69 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 22,83322.8k $1.9m $1.9m 0.02% Reduced -59 -59
70 Syverson Strege & Co 0.45% of their portfolio WEST DES MOINES, IA 22,69322.7k $1.9m $1.9m 0.45% Reduced -1.1k -1,128
71 Peregrine Asset Advisers, Inc. 0.59% of their portfolio Portland, OR 22,54922.5k $1.9m $1.9m 0.59% Reduced -171 -171
72 Greystone Financial Group, LLC 0.31% of their portfolio BLOOMFIELD HILLS, MI 22,49922.5k $1.9m $1.9m 0.31% Added +385 +385
73 Venturi Wealth Management, LLC 0.09% of their portfolio AUSTIN, TX 22,18122.2k $1.8m $1.8m 0.09% Added +385 +385
74 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,91121.9k $1.8m $1.8m 0.00% Reduced -44 -44
75 Waterloo Capital, L.P. 0.14% of their portfolio AUSTIN, TX 21,27421.3k $1.8m $1.8m 0.14% Added +5.0k +4,963
76 Arcus Capital Partners, LLC 0.74% of their portfolio ATLANTA, GA 20,52920.5k $1.7m $1.7m 0.74% Reduced -5.6k -5,627
77 Redhawk Wealth Advisors, Inc. 0.21% of their portfolio MINNEAPOLIS, MN 20,36520.4k $1.7m $1.7m 0.21% Reduced -1.3k -1,349
78 Visionary Wealth Advisors 0.08% of their portfolio O'FALLON, IL 19,72219.7k $1.6m $1.6m 0.08% Added +10 +10
79 Madrid Financial Services 1.11% of their portfolio MANHATTAN BEACH, CA 19,69519.7k $1.6m $1.6m 1.11% Added +660 +660
80 CAPITAL INSIGHT PARTNERS, LLC 0.28% of their portfolio SCOTTSDALE, AZ 19,63119.6k $1.6m $1.6m 0.28% Added +372 +372
81 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 19,52219.5k $1.6m $1.6m 0.05% Added +8.3k +8,282
82 CGN Advisors LLC 0.14% of their portfolio MANHATTAN, KS 19,26719.3k $1.6m $1.6m 0.14% Unchanged
83 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,79818.8k $1.6m $1.6m 0.00% Added +5.3k +5,288
84 Cynosure Group, LLC 0.17% of their portfolio Salt Lake City, UT 18,22818.2k $1.5m $1.5m 0.17% Unchanged
85 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,85217.9k $1.5m $1.5m 0.01% Added +2.2k +2,244
86 TOBIAS FINANCIAL ADVISORS, INC. 0.25% of their portfolio Plantation, FL 17,64017.6k $1.5m $1.5m 0.25% Added +1.7k +1,702
87 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,57916.6k $1.4m $1.4m 0.00% Reduced -2.8k -2,826
88 Centerline Wealth Advisors, LLC 0.68% of their portfolio LOUISVILLE, KY 16,52516.5k $1.4m $1.4m 0.68% Added +1.5k +1,483
89 Summit Wealth Partners, LLC 0.26% of their portfolio Orlando, FL 16,42916.4k $1.4m $1.4m 0.26% Added +727 +727
90 Tempus Wealth Planning, LLC 0.34% of their portfolio IRVINE, CA 16,40516.4k $1.4m $1.4m 0.34% Added +285 +285
91 Worth Financial Advisory Group, LLC 0.81% of their portfolio CHARLOTTE, NC 15,87315.9k $1.3m $1.3m 0.81% Reduced -364 -364
92 Hobbs Group Advisors, LLC 0.45% of their portfolio COLUMBIA, SC 15,86215.9k $1.3m $1.3m 0.45% Added +10.4k +10,381
93 Cornerstone Planning Group LLC 0.27% of their portfolio FAIRFIELD, NJ 15,85315.9k $1.3m $1.3m 0.27% Added +890 +890
94 Plan Group Financial, LLC 0.43% of their portfolio OKLAHOMA CITY, OK 15,66615.7k $1.3m $1.3m 0.43% Reduced -1.7k -1,681
95 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,52415.5k $1.3m $1.3m 0.00% Reduced -21.6k -21,648
96 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 14,56714.6k $1.2m $1.2m 0.01% Added +5.9k +5,906
97 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 14,47014.5k $1.2m $1.2m 0.01% Added +499 +499
98 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.14% of their portfolio ALAMO, CA 14,45314.5k $1.2m $1.2m 0.14% Added +1.7k +1,659
99 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 14,09614.1k $1.2m $1.2m 0.03% Added +38 +38
100 BlueStem Wealth Partners, LLC 0.14% of their portfolio MINNETONKA, MN 13,59913.6k $1.1m $1.1m 0.14% Unchanged