Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
5,205,587
-
Share change
-
+138,497
-
Total reported value
-
$330,230,977
-
Price per share
-
$63.49
-
Number of holders
-
272
-
Value change
-
+$8,706,757
-
Number of buys
-
130
-
Number of sells
-
104
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
272 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,205,587 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., ASSETMARK, INC, Waterloo Capital, L.P., Cambridge Investment Research Advisors, Inc., LBMC INVESTMENT ADVISORS, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, PATTON ALBERTSON MILLER GROUP, LLC, and MORGAN STANLEY.
This page lists
277
institutional shareholders reporting positions in this security
for the Q3 2023 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.