Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
215
-
Total 13F shares, excl. options
-
4.33M
-
Shares change
-
+46.5K
-
Total reported value, excl. options
-
$291M
-
Value change
-
+$3.32M
-
Number of buys
-
104
-
Number of sells
-
-86
-
Price
-
$66.93
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2021
230 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q1 2021.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 215 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.33M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (370K shares), ASSETMARK, INC (346K shares), Cambridge Investment Research Advisors, Inc. (339K shares), Trilogy Capital Inc. (271K shares), BANK OF AMERICA CORP /DE/ (188K shares), LBMC INVESTMENT ADVISORS, LLC (162K shares), COMMONWEALTH EQUITY SERVICES, LLC (139K shares), PATTON ALBERTSON MILLER GROUP, LLC (111K shares), Peregrine Asset Advisers, Inc. (101K shares), and LPL Financial LLC (97.6K shares).
This table shows the top 215 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.