Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
230
-
Total 13F shares, excl. options
-
9,415,400
-
Shares change
-
-102,307
-
Total reported value, excl. options
-
$491,863,120
-
Value change
-
-$4,227,199
-
Number of buys
-
117
-
Number of sells
-
-74
-
Price
-
$52.20
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2020
244 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q4 2020.
ISHARES TR - CORE 60/40 BALAN (AOR) has 230 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,415,400 shares
.
Largest 10 shareholders include BlackRock Inc. (1,353,438 shares), BANK OF AMERICA CORP /DE/ (1,166,323 shares), Strategic Wealth Partners Group LLC (808,279 shares), WELLS FARGO & COMPANY/MN (565,873 shares), ASSETMARK, INC (545,530 shares), MORGAN STANLEY (281,052 shares), LPL Financial LLC (258,707 shares), Kestra Advisory Services, LLC (216,711 shares), Cambridge Investment Research Advisors, Inc. (196,684 shares), and ARQ WEALTH ADVISORS, LLC (179,238 shares).
This table shows the top 230 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.