Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / GRWT ALLOCAT ETF
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Number of holders
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319
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Total shares
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13M
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Shares change
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-4.77M
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Total reported value, excl. options
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$724M
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Value change
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-$264M
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Number of buys
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135
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Number of sells
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-162
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Price
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$55.67
Significant Holders of ISHARES TR - GRWT ALLOCAT ETF (AOR) as of Q1 2024
2 filings reported holding AOR - ISHARES TR - GRWT ALLOCAT ETF as of Q1 2024.
ISHARES TR - GRWT ALLOCAT ETF (AOR) has 319 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13M shares
.
Largest 10 shareholders include BlackRock Inc. (1.57M shares), BANK OF AMERICA CORP /DE/ (1.22M shares), Mesirow Financial Investment Management, Inc. (620K shares), ASPIRIANT, LLC (415K shares), WELLS FARGO & COMPANY/MN (408K shares), ASSETMARK, INC (382K shares), Strategic Wealth Partners Group, LLC (319K shares), MORGAN STANLEY (317K shares), LPL Financial LLC (313K shares), and Consilium Wealth Advisory, LLC (303K shares).
This table shows the top 319 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.