Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / AGGRES ALLOC ETF
-
Number of holders
-
163
-
Total shares
-
4.02M
-
Shares change
-
-414K
-
Total reported value, excl. options
-
$222M
-
Value change
-
-$19.7M
-
Number of buys
-
91
-
Number of sells
-
-73
-
Price
-
$54.88
Significant Holders of ISHARES TR - AGGRES ALLOC ETF (AOA) as of Q2 2020
163 filings reported holding AOA - ISHARES TR - AGGRES ALLOC ETF as of Q2 2020.
ISHARES TR - AGGRES ALLOC ETF (AOA) has 163 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.02M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (596K shares), Cambridge Investment Research Advisors, Inc. (320K shares), ASSETMARK, INC (306K shares), Trilogy Capital Inc. (224K shares), LBMC INVESTMENT ADVISORS, LLC (156K shares), COMMONWEALTH EQUITY SERVICES, LLC (148K shares), STIFEL FINANCIAL CORP (108K shares), Peregrine Asset Advisers, Inc. (102K shares), LPL Financial LLC (98.2K shares), and PATTON ALBERTSON MILLER GROUP, LLC (97.4K shares).
This table shows the top 163 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.