Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
266
-
Total 13F shares, excl. options
-
10.6M
-
Shares change
-
+5.4M
-
Total reported value, excl. options
-
$633M
-
Value change
-
+$323M
-
Number of buys
-
145
-
Number of sells
-
-82
-
Price
-
$59.75
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2022
280 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2022.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 266 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.6M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (3.16M shares), STIFEL FINANCIAL CORP (956K shares), RAYMOND JAMES & ASSOCIATES (820K shares), Rockefeller Capital Management L.P. (401K shares), MORGAN STANLEY (350K shares), ASSETMARK, INC (319K shares), Arden Trust Co (267K shares), FRANKLIN RESOURCES INC (267K shares), Cambridge Investment Research Advisors, Inc. (255K shares), and BANK OF AMERICA CORP /DE/ (153K shares).
This table shows the top 266 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.