Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / GRWT ALLOCAT ETF
-
Number of holders
-
241
-
Total shares
-
10.4M
-
Shares change
-
+957K
-
Total reported value, excl. options
-
$555M
-
Value change
-
+$51.6M
-
Number of buys
-
106
-
Number of sells
-
-106
-
Price
-
$53.56
Significant Holders of ISHARES TR - GRWT ALLOCAT ETF (AOR) as of Q1 2021
238 filings reported holding AOR - ISHARES TR - GRWT ALLOCAT ETF as of Q1 2021.
ISHARES TR - GRWT ALLOCAT ETF (AOR) has 241 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.4M shares
.
Largest 10 shareholders include BlackRock Inc. (1.4M shares), BANK OF AMERICA CORP /DE/ (1.18M shares), AE Wealth Management LLC (858K shares), Strategic Wealth Partners Group LLC (744K shares), ASSETMARK, INC (555K shares), WELLS FARGO & COMPANY/MN (384K shares), MORGAN STANLEY (290K shares), LPL Financial LLC (266K shares), Cambridge Investment Research Advisors, Inc. (202K shares), and Kestra Advisory Services, LLC (202K shares).
This table shows the top 241 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.