Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
874,146
-
Share change
-
-35,206
-
Total reported value
-
$78,406,065
-
Price per share
-
$89.56
-
Number of holders
-
91
-
Value change
-
-$3,137,379
-
Number of buys
-
45
-
Number of sells
-
33
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
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
874,146 shares.
The largest 10 holders included
UNIQUE WEALTH, LLC, SteelPeak Wealth, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Canal Capital Management, LLC, Westmount Partners, LLC, MARINO, STRAM & ASSOCIATES LLC, Archford Capital Strategies, LLC, Perigon Wealth Management, LLC, Redhawk Wealth Advisors, Inc., and Somnio Financial Group, LLC.
This page lists
91
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 |
* 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.