Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
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315
-
Total 13F shares, excl. options
-
5.76M
-
Shares change
-
+80.2K
-
Total reported value, excl. options
-
$431M
-
Value change
-
+$6.22M
-
Number of buys
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165
-
Number of sells
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-122
-
Price
-
$74.78
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q2 2024
338 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q2 2024.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 315 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.76M shares
.
Largest 10 shareholders include Rockefeller Capital Management L.P. (479K shares), ASSETMARK, INC (275K shares), GeoWealth Management, LLC (213K shares), Cambridge Investment Research Advisors, Inc. (199K shares), Mesirow Financial Investment Management, Inc. (169K shares), Waverly Advisors, LLC (142K shares), LBMC INVESTMENT ADVISORS, LLC (140K shares), LPL Financial LLC (140K shares), BANK OF AMERICA CORP /DE/ (133K shares), and PATTON ALBERTSON MILLER GROUP, LLC (110K shares).
This table shows the top 315 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.