Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
5,123,004
-
Share change
-
+263,037
-
Total reported value
-
$339,812,196
-
Price per share
-
$66.34
-
Number of holders
-
263
-
Value change
-
+$17,687,244
-
Number of buys
-
141
-
Number of sells
-
93
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
263 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,123,004 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., ASSETMARK, INC, Waterloo Capital, L.P., Cambridge Investment Research Advisors, Inc., LPL Financial LLC, LBMC INVESTMENT ADVISORS, LLC, BANK OF AMERICA CORP /DE/, PATTON ALBERTSON MILLER GROUP, LLC, RTD Financial Advisors, Inc., and WELLS FARGO & COMPANY/MN.
This page lists
263
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.