ISHARES TR - CORE 60/40 BALAN (AOR)

Q1 2022 13F Holders as of 31 Mar 2022

Type / Class
Equity / CORE 60/40 BALAN
Total 13F shares
12,168,177
Share change
-1,511,693
Total reported value
$655,381,448
Price per share
$53.96
Number of holders
266
Value change
-$84,726,389
Number of buys
120
Number of sells
121

Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2022

As of 31 Mar 2022, ISHARES TR - CORE 60/40 BALAN (AOR) was held by 266 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 12,168,177 shares. The largest 10 holders included BlackRock Inc., BANK OF AMERICA CORP /DE/, HALBERT HARGROVE GLOBAL ADVISORS, LLC, WELLS FARGO & COMPANY/MN, Strategic Wealth Partners Group LLC, ASSETMARK, INC, MORGAN STANLEY, LPL Financial LLC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, and WestEnd Advisors, LLC. This page lists 270 institutional shareholders reporting positions in this security for the Q1 2022 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.