Security key
464289859
- Type / Class
- Equity / CORE 80/20 AGGRE
- Total 13F shares
- 10,592,294
- Share change
- +5,401,843
- Total reported value
- $633,149,114
- Price per share
- $59.75
- Number of holders
- 266
- Value change
- +$322,986,925
- Number of buys
- 145
- Number of sells
- 82
Report period
Q4 2022
Institutions
266
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 464289859
Recent filing periods:
Ownership snapshot
Top shareholders of AOA - ISHARES TR - CORE 80/20 AGGRE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
—
13D/G signal
—
Evidence rows
0
Latest as of
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
266
Shares
10,592,294
Rows loaded
266
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
222
Q4 2022 holders
266
Holder diff
44
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.