Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
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211
-
Total 13F shares, excl. options
-
4.32M
-
Shares change
-
+85.4K
-
Total reported value, excl. options
-
$302M
-
Value change
-
+$5.89M
-
Number of buys
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120
-
Number of sells
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-72
-
Price
-
$69.81
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2021
228 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q3 2021.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 211 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.32M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (374K shares), Cambridge Investment Research Advisors, Inc. (369K shares), ASSETMARK, INC (352K shares), Trilogy Capital Inc. (250K shares), BANK OF AMERICA CORP /DE/ (187K shares), COMMONWEALTH EQUITY SERVICES, LLC (178K shares), PATTON ALBERTSON MILLER GROUP, LLC (112K shares), LPL Financial LLC (112K shares), Peregrine Asset Advisers, Inc. (102K shares), and NORTHWEST WEALTH MANAGEMENT, LLC (82K shares).
This table shows the top 211 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.