Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
247
-
Total 13F shares, excl. options
-
5.92M
-
Shares change
-
+1.17M
-
Total reported value, excl. options
-
$431M
-
Value change
-
+$85.7M
-
Number of buys
-
122
-
Number of sells
-
-75
-
Price
-
$72.82
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2021
261 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2021.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 247 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.92M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (691K shares), Rockefeller Capital Management L.P. (388K shares), UBS Group AG (376K shares), Cambridge Investment Research Advisors, Inc. (374K shares), ASSETMARK, INC (336K shares), Trilogy Capital Inc. (249K shares), BANK OF AMERICA CORP /DE/ (205K shares), COMMONWEALTH EQUITY SERVICES, LLC (155K shares), LBMC INVESTMENT ADVISORS, LLC (148K shares), and LPL Financial LLC (128K shares).
This table shows the top 247 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.