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
-
4,880,064
-
Shares change
-
-5,870,283
-
Total reported value, excl. options
-
$310,398,724
-
Value change
-
-$370,661,203
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Number of buys
-
113
-
Number of sells
-
121
-
Price
-
$63.59
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2023
As of 31 Mar 2023 ISHARES TR - CORE 80/20 AGGRE (AOA) had 252 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,880,064 shares of stock of the company.
Largest 10 holders included Rockefeller Capital Management L.P., ASSETMARK, INC, Cambridge Investment Research Advisors, Inc., Waterloo Capital, L.P., LBMC INVESTMENT ADVISORS, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, LPL Financial LLC, PATTON ALBERTSON MILLER GROUP, LLC, and JANE STREET GROUP, LLC.
This table shows 252 institutional shareholders of the security as of 31 Mar 2023.
| 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.