Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
14,414,760
-
Share change
-
+2,589,826
-
Total reported value
-
$822,549,861
-
Price per share
-
$57.08
-
Number of holders
-
285
-
Value change
-
+$148,209,114
-
Number of buys
-
149
-
Number of sells
-
86
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2021
As of 31 Dec 2021,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
285 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,414,760 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, BlackRock Inc., BANK OF AMERICA CORP /DE/, Strategic Wealth Partners Group LLC, UBS Group AG, Bell Investment Advisors, Inc, ASSETMARK, INC, MORGAN STANLEY, GeoWealth Management, LLC, and WestEnd Advisors, LLC.
This page lists
289
institutional shareholders reporting positions in this security
for the Q4 2021 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.