Who Owns iShares Core Aggressive Allocation Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core Aggressive Allocation Fund.
Who crossed 5% of AOA →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Weaver Consulting GroupCORE 80 20 ETF61.4K shadded | $6M |
| Farther Finance Advisors, LLCETF50.2K shadded | $4.9M |
| RTD Financial Advisors, Inc.CORE 80 20 ETF34.9K shadded | $3.4M |
| Acropolis Investment Management, LLCCORE 80 20 ETF11.6K shadded | $1.1M |
| Boston Standard Wealth Management, LLCCORE 80 20 ETF8.6K shadded | $834.5K |
| BOYUM WEALTH ARCHITECTS LLCCORE 80 20 ETF5.7K shtrimmed | $555.3K |
| First Heartland Consultants, Inc.CORE 80 20 ETF5K shadded | $485.3K |
| Worth Asset Management, LLCETF3.8K shtrimmed | $369.6K |
| Retireful, LLCCORE 80 20 ETF3.7K shtrimmed | $358.7K |
| CoreCap Advisors, LLCETF2.9K shtrimmed | $281.9K |
| Echo45 Advisors LLCCORE 80 20 ETF2.1K sh— | $202.4K |
| Cooper Financial GroupCORE 80 20 ETF2.1K sh— | $200.6K |
| ELEVATION WEALTH PARTNERS, LLCCORE 80 20 ETF1.2K shadded | $115K |
| Frisco Financial Planning LLCExchange Traded Fund814 shadded | $79.2K |
| GAMMA Investing LLCETF495 shheld | $48.1K |
| EASTERN BANKCORE 80 20 ETF440 shheld | $42.8K |
| Retirement Wealth Solutions LLCCORE 80 20 ETF307 shadded | $29.8K |
| Rosenberg Matthew HamiltonETF57 sh— | $5.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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