Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / GRWT ALLOCAT ETF
-
Number of holders
-
331
-
Total shares
-
13.2M
-
Shares change
-
+426K
-
Total reported value, excl. options
-
$744M
-
Value change
-
+$24.3M
-
Number of buys
-
137
-
Number of sells
-
-149
-
Price
-
$56.32
Significant Holders of ISHARES TR - GRWT ALLOCAT ETF (AOR) as of Q2 2024
filings reported holding AOR - ISHARES TR - GRWT ALLOCAT ETF as of Q2 2024.
ISHARES TR - GRWT ALLOCAT ETF (AOR) has 331 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.2M shares
.
Largest 10 shareholders include BlackRock Inc. (1.62M shares), BANK OF AMERICA CORP /DE/ (1.15M shares), Mesirow Financial Investment Management, Inc. (612K shares), ASPIRIANT, LLC (448K shares), WELLS FARGO & COMPANY/MN (402K shares), Lebenthal Global Advisors, LLC (363K shares), MORGAN STANLEY (348K shares), LPL Financial LLC (309K shares), Kovitz Investment Group Partners, LLC (306K shares), and ASSETMARK, INC (303K shares).
This table shows the top 331 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.