Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
9,399,189
-
Share change
-
-102,494
-
Total reported value
-
$491,016,907
-
Price per share
-
$52.20
-
Number of holders
-
228
-
Value change
-
-$4,143,783
-
Number of buys
-
115
-
Number of sells
-
74
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2020
As of 31 Dec 2020,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
228 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,399,189 shares.
The largest 10 holders included
BlackRock Inc., BANK OF AMERICA CORP /DE/, Strategic Wealth Partners Group LLC, WELLS FARGO & COMPANY/MN, ASSETMARK, INC, MORGAN STANLEY, LPL Financial LLC, Kestra Advisory Services, LLC, Cambridge Investment Research Advisors, Inc., and ARQ WEALTH ADVISORS, LLC.
This page lists
230
institutional shareholders reporting positions in this security
for the Q4 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.