Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
252
-
Total 13F shares, excl. options
-
4.88M
-
Shares change
-
-5.87M
-
Total reported value, excl. options
-
$310M
-
Value change
-
-$371M
-
Number of buys
-
113
-
Number of sells
-
-121
-
Price
-
$63.59
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2023
281 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q1 2023.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 252 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.88M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (408K shares), ASSETMARK, INC (325K shares), Cambridge Investment Research Advisors, Inc. (244K shares), Waterloo Capital, L.P. (185K shares), LBMC INVESTMENT ADVISORS, LLC (151K shares), MORGAN STANLEY (148K shares), BANK OF AMERICA CORP /DE/ (144K shares), LPL Financial LLC (136K shares), PATTON ALBERTSON MILLER GROUP, LLC (112K shares), and JANE STREET GROUP, LLC (88.3K shares).
This table shows the top 252 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.