Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
241
-
Total 13F shares, excl. options
-
10,372,372
-
Shares change
-
+957,635
-
Total reported value, excl. options
-
$555,801,725
-
Value change
-
+$51,598,322
-
Number of buys
-
107
-
Number of sells
-
-107
-
Price
-
$53.56
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2021
263 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q1 2021.
ISHARES TR - CORE 60/40 BALAN (AOR) has 241 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,372,372 shares
.
Largest 10 shareholders include BlackRock Inc. (1,396,329 shares), BANK OF AMERICA CORP /DE/ (1,177,960 shares), AE Wealth Management LLC (858,340 shares), Strategic Wealth Partners Group LLC (743,709 shares), ASSETMARK, INC (554,636 shares), WELLS FARGO & COMPANY/MN (383,505 shares), MORGAN STANLEY (290,269 shares), LPL Financial LLC (265,558 shares), Cambridge Investment Research Advisors, Inc. (202,234 shares), and Kestra Advisory Services, LLC (201,510 shares).
This table shows the top 241 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.