Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
263
-
Total 13F shares, excl. options
-
5.12M
-
Shares change
-
+263K
-
Total reported value, excl. options
-
$340M
-
Value change
-
+$17.7M
-
Number of buys
-
141
-
Number of sells
-
-93
-
Price
-
$66.34
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q2 2023
277 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q2 2023.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 263 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.12M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (411K shares), ASSETMARK, INC (325K shares), Waterloo Capital, L.P. (309K shares), Cambridge Investment Research Advisors, Inc. (228K shares), LPL Financial LLC (152K shares), LBMC INVESTMENT ADVISORS, LLC (148K shares), BANK OF AMERICA CORP /DE/ (137K shares), PATTON ALBERTSON MILLER GROUP, LLC (113K shares), RTD Financial Advisors, Inc. (92.4K shares), and WELLS FARGO & COMPANY/MN (87.2K shares).
This table shows the top 263 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.