Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
7,242,054
-
Share change
-
+1,911,322
-
Total reported value
-
$499,992,662
-
Price per share
-
$69.05
-
Number of holders
-
306
-
Value change
-
+$132,828,274
-
Number of buys
-
162
-
Number of sells
-
99
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
306 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,242,054 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, Rockefeller Capital Management L.P., RAYMOND JAMES & ASSOCIATES, ASSETMARK, INC, Waterloo Capital, L.P., Cambridge Investment Research Advisors, Inc., STIFEL FINANCIAL CORP, Mesirow Financial Investment Management, Inc., MORGAN STANLEY, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
306
institutional shareholders reporting positions in this security
for the Q4 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.