Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Total 13F shares
-
413,023
-
Share change
-
+135,220
-
Total reported value
-
$16,583,095
-
Price per share
-
$40.13
-
Number of holders
-
24
-
Value change
-
+$5,429,065
-
Number of buys
-
13
-
Number of sells
-
5
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - CORE 30/70 CONSE (AOK) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
413,023 shares.
The largest 10 holders included
CONGRESS ASSET MANAGEMENT CO, Legacy Capital Wealth Partners, LLC, KMG FIDUCIARY PARTNERS, LLC, Brookstone Capital Management, Sovereign Financial Group, Inc., Modera Wealth Management, LLC, RDA Financial Network, SILVER OAK SECURITIES, INCORPORATED, UNIQUE WEALTH, LLC, and ASPIRIANT, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2025 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.