Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
5,618,701
-
Share change
-
-1,437,556
-
Total reported value
-
$413,106,216
-
Price per share
-
$73.46
-
Number of holders
-
303
-
Value change
-
-$104,716,617
-
Number of buys
-
146
-
Number of sells
-
145
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
303 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,618,701 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., ASSETMARK, INC, Cambridge Investment Research Advisors, Inc., Mesirow Financial Investment Management, Inc., LPL Financial LLC, LBMC INVESTMENT ADVISORS, LLC, BANK OF AMERICA CORP /DE/, Waverly Advisors, LLC, GeoWealth Management, LLC, and JANE STREET GROUP, LLC.
This page lists
303
institutional shareholders reporting positions in this security
for the Q1 2024 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.