EWZS · iShares Core 80/20 Aggressive Allocation ETF

$12.56 -0.13 (-1.05%) At close · Aug 28

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 212

Total Value: $443,006,667

Total Shares: 6,710,354

Showing 1–100 of 212 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 212 13F filers · Δ vs Mar 31, 2026

Top Holder

13.5%

+5.9 pts

Top 5

30.7%

+9.7 pts

Top 10

43.7%

+11.1 pts

HHI

340

Broadly held+166

Quarterly Activity

vs Mar 31, 2026

New

Increased

106

Decreased

Sold Out

218

Unchanged

Holder count: -193

Institutional value: -31.5%

Shares held: -29.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large Rockefeller Capital Management L.P.	+55,052	611,739
Mega CITADEL ADVISORS LLC	+28,599	40,400
Mid Foundations Investment Advisors, LLC	+26,004	202,154
Small HANOVER ADVISORS INC	+21,073	49,732
Large OSAIC HOLDINGS, INC.	+19,218	74,652

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega LPL Financial LLC	−64,400	247,088
Mega MORGAN STANLEY	−22,270	148,997
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−10,169	5,663
Mega WELLS FARGO & COMPANY/MN	−10,035	184,629
Mega RAYMOND JAMES FINANCIAL INC	−8,485	63,301

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	36,886	$3,600,073
Mid GTS SECURITIES LLC	18,226	$1,778,857
Mid Diversify Advisory Services, LLC	11,337	$1,106,491
Large HRT FINANCIAL LP	8,717	$850,779
Micro Montgomery Financial Services LLC	7,611	$742,833

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large ASSETMARK, INC	244,856	$21,667,307
Micro Ellenbecker Investment Group	216,273	$19,137,997
Micro JIM SAULNIER & ASSOCIATES, LLC	209,260	$18,517,417
Mid Mesirow Financial Investment Management, Inc.	152,290	$13,476,142
Large Cambridge Investment Research Advisors, Inc.	150,170	$13,288,543

Filter: New 25 Increased 106 Reduced 55 Sold out 218 Unchanged 26

Showing 100 of 212

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Rockefeller Capital Management L.P.

$59,705,726

13.48%

611,739

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	611,739	$59,705,726	100.0%	Defined

LPL Financial LLC

$24,115,788

5.44%

247,088

Foundations Investment Advisors, LLC

$19,730,230

4.45%

202,154

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Elite Income Advisors, Inc.	4,005	$390,888	2.0%	Other
RWM Capital, LLC	11,164	$1,089,606	5.5%	Other
DONATO WEALTH MANAGEMENT, PLLC	6,070	$592,432	3.0%	Other
Held directly	180,915	$17,657,304	89.5%	Sole

WELLS FARGO & COMPANY/MN

$18,019,789

4.07%

184,629

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	62,146	$6,065,449	33.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	122,483	$11,954,340	66.3%	Defined

MORGAN STANLEY

$14,542,106

3.28%

148,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	148,995	$14,541,911	100.0%	Defined
MORGAN STANLEY LATAM LLC	2	$195	0.0%	Defined

Waverly Advisors, LLC

$14,195,334

3.20%

145,444

LBMC INVESTMENT ADVISORS, LLC

$12,232,208

2.76%

125,330

Thrivent Financial for Lutherans

$10,867,955

2.45%

111,352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	111,352	$10,867,955	100.0%	Sole

Hopwood Nicholas Hunter

$10,089,302

2.28%

103,374

BANK OF AMERICA CORP /DE/

$10,020,493

2.26%

102,669

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	22,412	$2,187,411	21.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	57,401	$5,602,337	55.9%	Defined
MANAGED ACCOUNT ADVISORS LLC	22,856	$2,230,745	22.3%	Defined

Western Wealth Management, LLC

$8,844,902

2.00%

90,624

Prosperity Consulting Group, LLC

$8,357,488

1.89%

85,630

Consilium Wealth Advisory, LLC

$7,979,873

1.80%

81,761

OSAIC HOLDINGS, INC.

$7,286,035

1.64%

74,652

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	63,365	$6,184,424	84.9%	Defined
Osaic Advisory Services, LLC	11,287	$1,101,611	15.1%	Defined

Legacy Financial Group LLC

$7,122,360

1.61%

72,975

HARBOUR INVESTMENTS, INC.

$6,876,505

1.55%

70,456

ROYAL BANK OF CANADA

$6,845,077

1.55%

70,134

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	58,373	$5,697,204	83.2%	Defined
RBC Dominion Securities Inc.	10,062	$982,051	14.3%	Defined
RBC Private Counsel (USA) Inc.	1,699	$165,822	2.4%	Defined

JPMORGAN CHASE & CO

$6,591,609

1.49%

67,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	56,206	$5,485,704	83.2%	Defined
55I, LLC	11,331	$1,105,905	16.8%	Other

RAYMOND JAMES FINANCIAL INC

$6,178,176

1.39%

63,301

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	38,308	$3,738,860	60.5%	Defined
Raymond James Financial Services Advisors, Inc.	24,993	$2,439,316	39.5%	Defined

Cetera Investment Advisers

$6,140,992

1.39%

62,920

Clearstead Advisors, LLC

$6,000,155

1.35%

61,477

WEALTH ALLIANCE, LLC

$5,797,049

1.31%

59,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55ip, LLC	59,396	$5,797,049	100.0%	Defined

HANOVER ADVISORS INC

$4,853,843

1.10%

49,732

UBS Group AG

$4,594,422

1.04%

47,074

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	47,074	$4,594,422	100.0%	Defined

RITHOLTZ WEALTH MANAGEMENT

$4,069,529

0.92%

41,696

Mutual Advisors, LLC

$3,996,036

0.90%

40,943

CITADEL ADVISORS LLC

$3,943,040

0.89%

40,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	40,400	$3,943,040	100.0%	Defined

NewEdge Advisors, LLC

$3,600,073

0.81%

36,886

Cerity Partners LLC

$3,343,190

0.75%

34,254

ODonnell Financial Services, LLC

$3,145,355

0.71%

32,227

EP Wealth Advisors, LLC

$3,103,680

0.70%

31,800

Perigon Wealth Management, LLC

$2,910,724

0.66%

29,823

Allworth Financial LP

$2,884,372

0.65%

29,553

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,799,948

0.63%

28,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	28,688	$2,799,948	100.0%	Other

Madrid Financial Services

$2,769,692

0.63%

28,378

AMERIPRISE FINANCIAL INC

$2,698,347

0.61%

27,647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	27,647	$2,698,347	100.0%	Defined

RWA WEALTH PARTNERS, LLC

$2,622,609

0.59%

26,871

STIFEL FINANCIAL CORP

$2,555,167

0.58%

26,180

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	26,004	$2,537,990	99.3%	Defined
1919 Investment Counsel, LLC	176	$17,177	0.7%	Defined

CAPTRUST FINANCIAL ADVISORS

$2,459,227

0.56%

25,197

HighTower Advisors, LLC

$2,384,075

0.54%

24,427

Creative Planning

$2,239,627

0.51%

22,947

NorthStar Asset Management LLC /NJ/

$2,226,420

0.50%

2,194,162

Corient Private Wealth LLC

$2,118,017

0.48%

21,701

Equitable Holdings, Inc.

$2,105,817

0.48%

21,576

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	21,576	$2,105,817	100.0%	Defined

TOBIAS FINANCIAL ADVISORS, INC.

$2,088,542

0.47%

21,399

Visionary Wealth Advisors

$2,035,057

0.46%

20,851

Mariner, LLC

$2,034,472

0.46%

20,845

OneDigital Investment Advisors LLC

$1,994,456

0.45%

20,435

Integrated Wealth Concepts LLC

$1,891,780

0.43%

19,383

Peregrine Asset Advisers, Inc.

$1,876,164

0.42%

19,223

Advisory Services Network, LLC

$1,860,744

0.42%

19,065

GTS SECURITIES LLC

$1,778,857

0.40%

18,226

Focus Partners Advisor Solutions, LLC

$1,757,971

0.40%

18,012

Summit Wealth Partners, LLC

$1,749,480

0.39%

17,925

Cerity Partners Retirement Plan Advisors LLC

$1,712,489

0.39%

17,546

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$1,681,843

0.38%

17,232

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	17,232	$1,681,843	100.0%	Defined

Per Stirling Capital Management, LLC.

$1,596,736

0.36%

16,360

Syverson Strege & Co

$1,589,318

0.36%

16,284

Stratos Wealth Partners, LTD.

$1,583,169

0.36%

16,221

Rothschild Wealth LLC

$1,544,227

0.35%

15,822

HFM Investment Advisors, LLC

$1,476,492

0.33%

15,128

MOR Wealth Management, LLC

$1,468,489

0.33%

15,046

Mason Investment Advisory Services, Inc.

$1,449,848

0.33%

14,855

MAINSAIL ASSET MANAGEMENT, LLC

$1,438,233

0.32%

14,736

Sanctuary Advisors, LLC

$1,392,752

0.31%

14,270

SAGESPRING WEALTH PARTNERS, LLC

$1,382,113

0.31%

14,161

NICOLET BANKSHARES INC

$1,265,384

0.29%

12,965

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	12,965	$1,265,384	100.0%	Sole

JONES FINANCIAL COMPANIES LLLP

$1,230,150

0.28%

12,604

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	12,604	$1,230,150	100.0%	Sole

BlueStem Wealth Partners, LLC

$1,207,995

0.27%

12,377

Focus Partners Wealth

$1,200,577

0.27%

12,301

Hobbs Group Advisors, LLC

$1,197,259

0.27%

12,267

Diversify Advisory Services, LLC

$1,106,491

0.25%

11,337

Savant Capital, LLC

$1,087,264

0.25%

11,140

BCWM, LLC

$1,063,644

0.24%

10,898

FMR LLC

$1,062,668

0.24%

10,888

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	10,888	$1,062,668	100.0%	Defined

Steward Partners Investment Advisory, LLC

$1,049,590

0.24%

10,754

Lido Advisors, LLC

$973,169

0.22%

9,971

MAGNOLIA CAPITAL ADVISORS LLC

$959,700

0.22%

9,833

MERCER GLOBAL ADVISORS INC /ADV

$934,227

0.21%

9,572

Meridian Wealth Management, LLC

$919,977

0.21%

9,426

ENVESTNET ASSET MANAGEMENT INC

$894,796

0.20%

9,168

Modera Wealth Management, LLC

$856,244

0.19%

8,773

HRT FINANCIAL LP

$850,779

0.19%

8,717

Insight Advisors, LLC/ PA

$849,705

0.19%

8,706

BRIGHTON JONES LLC

$846,094

0.19%

8,669

Mullooly Asset Management, Inc.

$836,822

0.19%

8,574

HighPoint Advisor Group LLC

$821,694

0.19%

8,419

Fidato Wealth LLC

$813,105

0.18%

8,331

OXFORD FINANCIAL GROUP, LTD. LLC

$797,196

0.18%

8,168

PALISADE CAPITAL MANAGEMENT, LP

$787,534

0.18%

8,069

Arax Advisory Partners

$771,332

0.17%

7,903

AE Wealth Management LLC

$756,985

0.17%

7,756

Montgomery Financial Services LLC

$742,833

0.17%

7,611

Topel & Distasi Wealth Management, LLC

$720,580

0.16%

7,383

IMA Advisory Services, Inc.

$717,945

0.16%

7,356

Cogent Private Wealth, Inc.

$703,988

0.16%

7,213

IFG Advisory, LLC

$697,156

0.16%

7,143

Kingsview Wealth Management, LLC

$677,832

0.15%

6,945

MONETA GROUP INVESTMENT ADVISORS LLC

$677,441

0.15%

6,941

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

$671,195

0.15%

6,877

Key facts CIK 913414 CUSIP 464289859 13F (30d) 235 filings 213 filers Visit website