Q4 2023 13F Holders as of 12/31/2023
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Type / Class
-
Equity / GRWT ALLOCAT ETF
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Number of holders
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325
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Total shares
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18M
-
Shares change
-
+5.43M
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Total reported value, excl. options
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$960M
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Value change
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+$289M
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Number of buys
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155
-
Number of sells
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-110
-
Price
-
$53.19
Significant Holders of ISHARES TR - GRWT ALLOCAT ETF (AOR) as of Q4 2023
1 filings reported holding AOR - ISHARES TR - GRWT ALLOCAT ETF as of Q4 2023.
ISHARES TR - GRWT ALLOCAT ETF (AOR) has 325 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (2.4M shares), BlackRock Inc. (1.56M shares), BANK OF AMERICA CORP /DE/ (1.25M shares), RAYMOND JAMES & ASSOCIATES (1.05M shares), Mesirow Financial Investment Management, Inc. (997K shares), MORGAN STANLEY (518K shares), ASPIRIANT, LLC (464K shares), ENVESTNET ASSET MANAGEMENT INC (391K shares), WestEnd Advisors, LLC (357K shares), and Strategic Wealth Partners Group LLC (325K shares).
This table shows the top 325 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.