Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
10,372,372
-
Share change
-
+957,635
-
Total reported value
-
$555,801,725
-
Price per share
-
$53.56
-
Number of holders
-
241
-
Value change
-
+$51,598,322
-
Number of buys
-
107
-
Number of sells
-
107
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2021
As of 31 Mar 2021,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
241 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,372,372 shares.
The largest 10 holders included
BlackRock Inc., BANK OF AMERICA CORP /DE/, AE Wealth Management LLC, Strategic Wealth Partners Group LLC, ASSETMARK, INC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and Kestra Advisory Services, LLC.
This page lists
241
institutional shareholders reporting positions in this security
for the Q1 2021 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.