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) was held by
211 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,318,300 shares.
The 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 page lists
211
institutional shareholders reporting positions in this security
for the Q3 2021 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.