Rockefeller Capital Management L.P.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1739439
NEW YORK, NY
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,705,726
+$10,444,494 QoQ
Shares Held
611,739
+9.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1
of 122 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,705,726 | 611,739 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $49,261,232 | 556,687 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $49,600,387 | 553,823 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $47,971,076 | 544,260 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,273,056 | 530,852 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $40,167,166 | 525,061 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $39,433,388 | 514,729 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $40,613,162 | 514,677 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35,801,598 | 478,759 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $34,132,380 | 464,639 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $32,087,465 | 464,699 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $27,291,049 | 429,848 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $27,289,091 | 411,352 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,919,156 | 407,598 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $23,981,319 | 401,361 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $21,961,083 | 396,052 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $23,561,384 | 393,411 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $26,358,933 | 382,346 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,274,112 | 388,274 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,099,934 | 373,871 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $26,028,025 | 368,408 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $24,754,328 | 369,854 | Shares | Defined | 2021-05-11 | |
| 2020-03-31 | $14,332 | 302 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||