Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
15,354,260
-
Share change
-
-275,076
-
Total reported value
-
$687,668,420
-
Price per share
-
$44.78
-
Number of holders
-
246
-
Value change
-
-$13,824,696
-
Number of buys
-
114
-
Number of sells
-
116
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2022
As of 30 Sep 2022,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
246 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,354,260 shares.
The largest 10 holders included
ASPIRIANT, LLC, BlackRock Inc., BANK OF AMERICA CORP /DE/, HALBERT HARGROVE GLOBAL ADVISORS, LLC, WELLS FARGO & COMPANY/MN, RAYMOND JAMES & ASSOCIATES, Bell Investment Advisors, Inc, MORGAN STANLEY, Strategic Wealth Partners Group LLC, and ASSETMARK, INC.
This page lists
250
institutional shareholders reporting positions in this security
for the Q3 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.