ISHARES TR CORE 80/20 AGGRE is a security (CUSIP 464289859) tracked across SEC portfolio filings. 436 institutional managers reported $663.6M on Form 13F as of 2026-06-30.
Showing 15 of 436 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Rockefeller Capital Management L.P. | NEW YORK, NY | $49.3M | 556,687 |
| LPL Financial LLC | FORT MILL, SC | $27.6M | 311,488 |
| ASSETMARK, INC | CONCORD, CA | $24.0M | 245,482 |
| JIM SAULNIER & ASSOCIATES, LLC | FORT COLLINS, CO | $23.8M | 244,296 |
| Ellenbecker Investment Group | WAUKESHA, WI | $21.8M | 223,468 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $17.2M | 194,664 |
| Foundations Investment Advisors, LLC | PHOENIX, AZ | $15.6M | 176,150 |
| MORGAN STANLEY | NEW YORK, NY | $15.2M | 171,267 |
| Mesirow Financial Investment Management, Inc. | CHICAGO, IL | $13.9M | 141,970 |
| Waverly Advisors, LLC | BIRMINGHAM, AL | $12.3M | 138,998 |
| LBMC INVESTMENT ADVISORS, LLC | Brentwood, TN | $11.2M | 126,421 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | AUSTIN, TX | $10.6M | 108,771 |
| Patton Albertson Miller Group, LLC | Chattanooga, TN | $10.5M | 107,843 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $9.5M | 107,144 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $7.7M | 79,097 |