- Type / Class
- Equity / CORE 80/20 AGGRE
- Total 13F shares
- 5,759,881
- Share change
- +80,214
- Total reported value
- $430,550,903
- Price per share
- $74.78
- Number of holders
- 315
- Value change
- +$6,221,866
- Number of buys
- 165
- Number of sells
- 122
Quarterly Holders Quick Answers
What is CUSIP 464289859?
CUSIP 464289859 identifies AOA - ISHARES TR - CORE 80/20 AGGRE in SEC institutional holdings data.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 464289859:
Top shareholders of AOA - ISHARES TR - CORE 80/20 AGGRE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q2 2024
As of 30 Jun 2024,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
315 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,759,881 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., ASSETMARK, INC, GeoWealth Management, LLC, Cambridge Investment Research Advisors, Inc., Mesirow Financial Investment Management, Inc., Waverly Advisors, LLC, LBMC INVESTMENT ADVISORS, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, and PATTON ALBERTSON MILLER GROUP, LLC.
This page lists
315
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
303
Q2 2024 holders
315
Holder diff
12
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.