# ISHARES TR CORE 80/20 AGGRE

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.

## Summary

- Issuer: ISHARES TR
- Class: CORE 80/20 AGGRE
- CUSIP: 464289859
- 13F holders: 436
- 13F value: $663.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 436 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $49.3M | 556,687 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $27.6M | 311,488 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $24.0M | 245,482 |
| [JIM SAULNIER & ASSOCIATES, LLC](https://search.stillhousedata.com/firm/169889) | 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](https://search.stillhousedata.com/firm/175083) | PHOENIX, AZ | $15.6M | 176,150 |
| MORGAN STANLEY | NEW YORK, NY | $15.2M | 171,267 |
| [Mesirow Financial Investment Management, Inc.](https://search.stillhousedata.com/firm/111135) | CHICAGO, IL | $13.9M | 141,970 |
| [Waverly Advisors, LLC](https://search.stillhousedata.com/firm/115332) | BIRMINGHAM, AL | $12.3M | 138,998 |
| [LBMC INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/108943) | Brentwood, TN | $11.2M | 126,421 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | AUSTIN, TX | $10.6M | 108,771 |
| [Patton Albertson Miller Group, LLC](https://search.stillhousedata.com/firm/281558) | Chattanooga, TN | $10.5M | 107,843 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $9.5M | 107,144 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $7.7M | 79,097 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464289859.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.