Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
277
-
Total 13F shares, excl. options
-
5.3M
-
Shares change
-
+158K
-
Total reported value, excl. options
-
$336M
-
Value change
-
+$9.98M
-
Number of buys
-
137
-
Number of sells
-
-108
-
Price
-
$63.49
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2023
288 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q3 2023.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 277 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.3M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (430K shares), ASSETMARK, INC (325K shares), Waterloo Capital, L.P. (232K shares), Cambridge Investment Research Advisors, Inc. (222K shares), LBMC INVESTMENT ADVISORS, LLC (141K shares), LPL Financial LLC (136K shares), WELLS FARGO & COMPANY/MN (133K shares), BANK OF AMERICA CORP /DE/ (132K shares), PATTON ALBERTSON MILLER GROUP, LLC (113K shares), and MORGAN STANLEY (96.1K shares).
This table shows the top 277 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.