Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
10,362,813
-
Share change
-
+957,269
-
Total reported value
-
$555,201,907
-
Price per share
-
$53.56
-
Number of holders
-
241
-
Value change
-
+$51,578,910
-
Number of buys
-
106
-
Number of sells
-
106
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2021
As of 31 Mar 2021 ISHARES TR - CORE 60/40 BALAN (AOR) had 241 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 10,362,813 shares of stock of the company.
Largest 10 holders included BlackRock Inc., BANK OF AMERICA CORP /DE/, AE Wealth Management LLC, Strategic Wealth Partners Group LLC, ASSETMARK, INC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and Kestra Advisory Services, LLC.
This table shows 243 institutional shareholders of the security as of 31 Mar 2021.
| 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.