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Public ownership evidence

iShares Core 80/20 Aggressive Allocation ETF (AOA) Ownership Disclosures

Read AOA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2821,701$2,117,996None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2621,399$2,088,529None
Forefront Wealth Partners, LLC2026-06-302026-08-212,152$209,988None
Kingsview Wealth Management, LLC2026-06-302026-08-206,945$677,794None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,572$934,176None
Madrid Financial Services2025-12-312026-08-1926,693$2,390,628None
Madrid Financial Services2025-09-302026-08-1922,323$1,967,549None
Madrid Financial Services2025-06-302026-08-1919,695$1,642,567None
Madrid Financial Services2025-03-312026-08-1919,035$1,456,208None
Madrid Financial Services2024-12-312026-08-193,195$244,770None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,561$249,910None
Nest Investments, LLC2025-12-312026-08-192,441$218,616None
Corient Private Wealth LP2026-06-302026-08-1822,615$2,207,202None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1817,232$1,684,295None
Equitable Holdings, Inc.2026-06-302026-08-1821,576$2,105,855None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,525$344,000None
Hopwood Nicholas Hunter2026-06-302026-08-15103,374$10,089,282None
Hopwood Nicholas Hunter2026-03-312026-08-15101,970$9,023,323None
Hopwood Nicholas Hunter2025-12-312026-08-15102,174$9,150,744None
AMERIFLEX GROUP, INC.2026-06-302026-08-153,109$303,438None
Frederick Financial Consultants, LLC2026-06-302026-08-154,834$471,845None
Synergy Investment Management, LLC2026-06-302026-08-151,000$97,600None
Perissos Private Wealth Management, LLC2026-06-302026-08-152,458$239,901None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15260$25,384None
Federation des caisses Desjardins du Quebec2026-06-302026-08-153,460$337,696None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15732$71,253None
Mutual Advisors, LLC2026-06-302026-08-1540,943$3,995,999None
Nemes Rush Group LLC2026-06-302026-08-15108$10,552None
Meridian Wealth Advisors, LLC2026-06-302026-08-152,966$289,454None
Delos Wealth Advisors, LLC2026-06-302026-08-1512$1,172None
Bellwether Advisors, LLC2026-06-302026-08-153,933$383,861None
Western Wealth Management, LLC2026-06-302026-08-1588,100$8,598,560None
Western Wealth Management, LLC2026-06-302026-08-152,524$246,347None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-159,833$959,700None
Foundations Investment Advisors, LLC2026-06-302026-08-154,005$390,888None
Foundations Investment Advisors, LLC2026-06-302026-08-1511,164$1,089,606None
Foundations Investment Advisors, LLC2026-06-302026-08-15180,915$17,657,316None
Foundations Investment Advisors, LLC2026-06-302026-08-156,070$592,458None
Qube Research & Technologies Ltd2026-06-302026-08-15206$20,106None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-156,472$631,668None
IFG Advisory, LLC2026-06-302026-08-157,143$697,189None
Per Stirling Capital Management, LLC.2026-06-302026-08-1516,360$1,596,721None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,287$1,101,610None
OSAIC HOLDINGS, INC.2026-06-302026-08-1563,365$6,188,252None
Arcus Capital Partners, LLC2026-06-302026-08-155,167$504,321None
Regal Investment Advisors LLC2026-06-302026-08-156,538$638,148None
BCWM, LLC2026-06-302026-08-1510,898$1,063,604None
HRT FINANCIAL LP2026-06-302026-08-158,717$850,000None
GTS SECURITIES LLC2026-06-302026-08-1518,226$1,778,858None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,688$2,799,949None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Forefront Wealth Partners, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.