Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / AGGRES ALLOC ETF
-
Number of holders
-
153
-
Total shares
-
3.64M
-
Shares change
-
-144K
-
Total reported value, excl. options
-
$201M
-
Value change
-
-$7.93M
-
Number of buys
-
65
-
Number of sells
-
-66
-
Price
-
$55.15
Significant Holders of ISHARES TR - AGGRES ALLOC ETF (AOA) as of Q2 2019
150 filings reported holding AOA - ISHARES TR - AGGRES ALLOC ETF as of Q2 2019.
ISHARES TR - AGGRES ALLOC ETF (AOA) has 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.64M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (607K shares), ASSETMARK, INC (272K shares), COMMONWEALTH EQUITY SERVICES, LLC (217K shares), Cambridge Investment Research Advisors, Inc. (186K shares), LBMC INVESTMENT ADVISORS, LLC (151K shares), Trilogy Capital Inc. (150K shares), CAPTRUST FINANCIAL ADVISORS (127K shares), LPL Financial LLC (94.6K shares), Ahrens Investment Partners LLC (82K shares), and PATTON ALBERTSON MILLER GROUP, LLC (81K shares).
This table shows the top 153 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.