Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
5,005,183
-
Share change
-
-522,945
-
Total reported value
-
$277,845,621
-
Price per share
-
$55.45
-
Number of holders
-
218
-
Value change
-
-$29,874,006
-
Number of buys
-
110
-
Number of sells
-
103
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2022
As of 30 Sep 2022,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
218 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,005,183 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., WELLS FARGO & COMPANY/MN, ASSETMARK, INC, Cambridge Investment Research Advisors, Inc., Kestra Advisory Services, LLC, LBMC INVESTMENT ADVISORS, LLC, BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
222
institutional shareholders reporting positions in this security
for the Q3 2022 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.