Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
19,251,218
-
Share change
-
+4,256,874
-
Total reported value
-
$1,103,937,960
-
Price per share
-
$57.32
-
Number of holders
-
353
-
Value change
-
+$243,715,241
-
Number of buys
-
178
-
Number of sells
-
127
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
353 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,251,218 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, BlackRock, Inc., RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, JPMORGAN CHASE & CO, Richard Bernstein Advisors LLC, BANK OF AMERICA CORP /DE/, Mesirow Financial Investment Management, Inc., ASPIRIANT, LLC, and LPL Financial LLC.
This page lists
357
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.