Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
4,318,300
-
Share change
-
+85,407
-
Total reported value
-
$301,770,402
-
Price per share
-
$69.81
-
Number of holders
-
211
-
Value change
-
+$5,885,204
-
Number of buys
-
120
-
Number of sells
-
72
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2021
As of 30 Sep 2021 ISHARES TR - CORE 80/20 AGGRE (AOA) had 211 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,318,300 shares of stock of the company.
Largest 10 holders included Rockefeller Capital Management L.P., Cambridge Investment Research Advisors, Inc., ASSETMARK, INC, Trilogy Capital Inc., BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, PATTON ALBERTSON MILLER GROUP, LLC, LPL Financial LLC, Peregrine Asset Advisers, Inc., and NORTHWEST WEALTH MANAGEMENT, LLC.
This table shows 211 institutional shareholders of the security as of 30 Sep 2021.
| 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.