Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / AGGRES ALLOC ETF
-
Number of holders
-
165
-
Total shares
-
4.41M
-
Shares change
-
+212K
-
Total reported value, excl. options
-
$210M
-
Value change
-
+$8.5M
-
Number of buys
-
85
-
Number of sells
-
-84
-
Price
-
$47.46
Significant Holders of ISHARES TR - AGGRES ALLOC ETF (AOA) as of Q1 2020
165 filings reported holding AOA - ISHARES TR - AGGRES ALLOC ETF as of Q1 2020.
ISHARES TR - AGGRES ALLOC ETF (AOA) has 165 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.41M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (591K shares), ASSETMARK, INC (337K shares), WELLS FARGO & COMPANY/MN (332K shares), RAYMOND JAMES & ASSOCIATES (273K shares), Cambridge Investment Research Advisors, Inc. (255K shares), Trilogy Capital Inc. (246K shares), COMMONWEALTH EQUITY SERVICES, LLC (157K shares), LBMC INVESTMENT ADVISORS, LLC (154K shares), LPL Financial LLC (103K shares), and Peregrine Asset Advisers, Inc. (86.9K shares).
This table shows the top 165 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.