Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
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Equity / GRWT ALLOCAT ETF
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Number of holders
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278
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Total shares
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11.5M
-
Shares change
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-115K
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Total reported value, excl. options
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$592M
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Value change
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-$5.36M
-
Number of buys
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125
-
Number of sells
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-132
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Price
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$51.45
Significant Holders of ISHARES TR - GRWT ALLOCAT ETF (AOR) as of Q2 2023
276 filings reported holding AOR - ISHARES TR - GRWT ALLOCAT ETF as of Q2 2023.
ISHARES TR - GRWT ALLOCAT ETF (AOR) has 278 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.5M shares
.
Largest 10 shareholders include BlackRock Inc. (1.54M shares), BANK OF AMERICA CORP /DE/ (1.33M shares), WELLS FARGO & COMPANY/MN (551K shares), ASPIRIANT, LLC (486K shares), ASSETMARK, INC (345K shares), Strategic Wealth Partners Group LLC (335K shares), OSAIC HOLDINGS, INC. (320K shares), Consilium Wealth Advisory, LLC (301K shares), LPL Financial LLC (280K shares), and MORGAN STANLEY (224K shares).
This table shows the top 278 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.