ISHARES TR

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AOA·464289859·US·etf·Unknown - Unknown

CORE 80/20 AGGRE

AOA (ISHARES TR) is held by 67 institutional investors as of Q1 2026. Largest holders: Rockefeller Capital Management L.P. ($49.3M), LPL Financial LLC ($27.6M), ASSETMARK, INC ($21.7M). Net institutional sentiment: Bullish.

67

Holders

Avg rating(16 Elite)

$254M

Total Value

68% (72)

Fund Consensus

48 buying - 23 selling

Smart Money Verdict

View all

53Mixed MomentumSingle Source

Institutional (13F)53

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how AOA's score breaks down across 4 SEC sources

Holder Quality

16

★★★★★

Elite

28

★★★★

Strong

19

★★★

Solid

8

★★

Below

1

★

Weak

Held by 67 funds

16 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (67)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Rockefeller Capital Management L.P.	Increased	556,687(+0.5%)	$49.3M	0.1%	+50.63%	29
LPL Financial LLC	Increased	311,488(+16.9%)	$27.6M	0.0%	+32.56%	33
ASSETMARK, INC	Increased	244,856(+2.1%)	$21.7M	0.0%	+82.07%	29
WELLS FARGO & COMPANY/MN	Decreased	194,664(-21.0%)	$17.2M	0.0%	+16.59%	0
MORGAN STANLEY	Increased	171,267(+22.3%)	$15.2M	0.0%	+22.27%	34
WAWaverly Advisors, LLC	Increased	138,998(+3.4%)	$12.3M	0.1%	+53.79%	29
BANK OF AMERICA CORP /DE/	Decreased	107,144(-14.7%)	$9.5M	0.0%	+27.10%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	74,814(+3.5%)	$6.6M	0.0%	+53.51%	28
RAYMOND JAMES FINANCIAL INC	Decreased	71,786(-49.0%)	$6.4M	0.0%	+11.08%	0
ROYAL BANK OF CANADA	Increased	68,745(+137.7%)	$6.1M	0.0%	+11.58%	44
Cetera Investment Advisers	Decreased	61,971(-2.7%)	$5.5M	0.0%	+26.87%	0
JPMORGAN CHASE & CO	Increased	59,700(+14.8%)	$5.1M	0.0%	+19.85%	31
OSAIC HOLDINGS, INC.	Decreased	55,434(-19.4%)	$4.9M	0.0%	+30.73%	0
Kestra Advisory Services, LLC	Decreased	54,835(-47.0%)	$4.9M	0.0%	+23.27%	0
Farther Finance Advisors, LLC	Increased	48,523(+38.4%)	$4.3M	0.0%	+13.10%	35
UBS Group AG	Decreased	45,990(-2.1%)	$4.1M	0.0%	+33.41%	0
Allworth Financial LP	Increased	34,057(+2.2%)	$3M	0.0%	+54.85%	27
Cerity Partners LLC	Increased	33,912(+10.2%)	$3M	0.0%	+42.87%	29
EP Wealth Advisors, LLC	New	30,634	$2.7M	0.0%	+4.82%	36
STIFEL FINANCIAL CORP	Decreased	27,803(-81.3%)	$2.5M	0.0%	+10.05%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer