Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
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Equity / GRWT ALLOCAT ETF
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Number of holders
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352
-
Total shares
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19.2M
-
Shares change
-
+4.25M
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Total reported value, excl. options
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$1.1B
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Value change
-
+$244M
-
Number of buys
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177
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Number of sells
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-127
-
Price
-
$57.32
Significant Holders of ISHARES TR - GRWT ALLOCAT ETF (AOR) as of Q4 2024
380 filings reported holding AOR - ISHARES TR - GRWT ALLOCAT ETF as of Q4 2024.
ISHARES TR - GRWT ALLOCAT ETF (AOR) has 352 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19.2M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (2M shares), BlackRock, Inc. (1.7M shares), RAYMOND JAMES FINANCIAL INC (1.07M shares), MORGAN STANLEY (847K shares), JPMORGAN CHASE & CO (682K shares), Richard Bernstein Advisors LLC (655K shares), BANK OF AMERICA CORP /DE/ (653K shares), Mesirow Financial Investment Management, Inc. (611K shares), ASPIRIANT, LLC (427K shares), and LPL Financial LLC (379K shares).
This table shows the top 352 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.