Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
222
-
Total 13F shares, excl. options
-
5.05M
-
Shares change
-
-520K
-
Total reported value, excl. options
-
$280M
-
Value change
-
-$29.7M
-
Number of buys
-
114
-
Number of sells
-
-106
-
Price
-
$55.45
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2022
252 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q3 2022.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 222 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.05M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (396K shares), WELLS FARGO & COMPANY/MN (359K shares), ASSETMARK, INC (324K shares), Cambridge Investment Research Advisors, Inc. (314K shares), Kestra Advisory Services, LLC (208K shares), LBMC INVESTMENT ADVISORS, LLC (149K shares), BANK OF AMERICA CORP /DE/ (129K shares), RAYMOND JAMES & ASSOCIATES (125K shares), LPL Financial LLC (120K shares), and COMMONWEALTH EQUITY SERVICES, LLC (111K shares).
This table shows the top 222 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.