Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
200
-
Total 13F shares, excl. options
-
4,297,641
-
Shares change
-
+190,286
-
Total reported value, excl. options
-
$276,535,523
-
Value change
-
+$12,842,414
-
Number of buys
-
111
-
Number of sells
-
-56
-
Price
-
$64.18
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2020
212 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2020.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 200 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,297,641 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (620,362 shares), ASSETMARK, INC (348,184 shares), Cambridge Investment Research Advisors, Inc. (330,676 shares), Trilogy Capital Inc. (292,398 shares), LBMC INVESTMENT ADVISORS, LLC (160,681 shares), COMMONWEALTH EQUITY SERVICES, LLC (151,255 shares), LPL Financial LLC (108,754 shares), PATTON ALBERTSON MILLER GROUP, LLC (104,422 shares), Peregrine Asset Advisers, Inc. (101,428 shares), and WELLS FARGO & COMPANY/MN (78,719 shares).
This table shows the top 200 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.