Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / AGGRES ALLOC ETF
-
Number of holders
-
178
-
Total shares
-
4.17M
-
Shares change
-
+295K
-
Total reported value, excl. options
-
$242M
-
Value change
-
+$17.2M
-
Number of buys
-
102
-
Number of sells
-
-47
-
Price
-
$58.00
Significant Holders of ISHARES TR - AGGRES ALLOC ETF (AOA) as of Q4 2019
175 filings reported holding AOA - ISHARES TR - AGGRES ALLOC ETF as of Q4 2019.
ISHARES TR - AGGRES ALLOC ETF (AOA) has 178 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.17M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (631K shares), ASSETMARK, INC (333K shares), Cambridge Investment Research Advisors, Inc. (248K shares), Trilogy Capital Inc. (210K shares), COMMONWEALTH EQUITY SERVICES, LLC (196K shares), LBMC INVESTMENT ADVISORS, LLC (155K shares), CAPTRUST FINANCIAL ADVISORS (127K shares), LPL Financial LLC (97.6K shares), WELLS FARGO & COMPANY/MN (96K shares), and PATTON ALBERTSON MILLER GROUP, LLC (84.1K shares).
This table shows the top 178 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.