Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
4,409,780
-
Share change
-
+211,977
-
Total reported value
-
$210,305,142
-
Price per share
-
$47.46
-
Number of holders
-
165
-
Value change
-
+$8,502,252
-
Number of buys
-
85
-
Number of sells
-
84
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2020
As of 31 Mar 2020,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
165 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,409,780 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, ASSETMARK, INC, WELLS FARGO & COMPANY/MN, RAYMOND JAMES & ASSOCIATES, Cambridge Investment Research Advisors, Inc., Trilogy Capital Inc., COMMONWEALTH EQUITY SERVICES, LLC, LBMC INVESTMENT ADVISORS, LLC, LPL Financial LLC, and Peregrine Asset Advisers, Inc..
This page lists
166
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| 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.