Q3 2019 13F Holders as of 9/30/2019
-
Type / Class
-
Equity / AGGRES ALLOC ETF
-
Number of holders
-
148
-
Total shares
-
3.87M
-
Shares change
-
+160K
-
Total reported value, excl. options
-
$212M
-
Value change
-
+$8.77M
-
Number of buys
-
79
-
Number of sells
-
-51
-
Price
-
$54.91
Significant Holders of ISHARES TR - AGGRES ALLOC ETF (AOA) as of Q3 2019
147 filings reported holding AOA - ISHARES TR - AGGRES ALLOC ETF as of Q3 2019.
ISHARES TR - AGGRES ALLOC ETF (AOA) has 148 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.87M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (616K shares), ASSETMARK, INC (317K shares), Cambridge Investment Research Advisors, Inc. (232K shares), COMMONWEALTH EQUITY SERVICES, LLC (211K shares), Trilogy Capital Inc. (193K shares), LBMC INVESTMENT ADVISORS, LLC (151K shares), CAPTRUST FINANCIAL ADVISORS (132K shares), LPL Financial LLC (94K shares), PATTON ALBERTSON MILLER GROUP, LLC (81.2K shares), and Ahrens Investment Partners LLC (77K shares).
This table shows the top 148 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.