Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
13,176,097
-
Share change
-
+70,326
-
Total reported value
-
$780,415,416
-
Price per share
-
$59.24
-
Number of holders
-
335
-
Value change
-
+$4,771,095
-
Number of buys
-
156
-
Number of sells
-
141
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2024
As of 30 Sep 2024 ISHARES TR - CORE 60/40 BALAN (AOR) had 335 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 13,176,097 shares of stock of the company.
Largest 10 holders included BlackRock, Inc., JPMORGAN CHASE & CO, Mesirow Financial Investment Management, Inc., BANK OF AMERICA CORP /DE/, ASPIRIANT, LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, MORGAN STANLEY, Lebenthal Global Advisors, LLC, and ASSETMARK, INC.
This table shows 338 institutional shareholders of the security as of 30 Sep 2024.
| 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.