Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
8,707,460
-
Share change
-
-934,785
-
Total reported value
-
$487,647,417
-
Price per share
-
$56.00
-
Number of holders
-
254
-
Value change
-
-$51,865,972
-
Number of buys
-
122
-
Number of sells
-
100
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q2 2021
As of 30 Jun 2021,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
254 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,707,460 shares.
The largest 10 holders included
BlackRock Inc., BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, ASSETMARK, INC, MORGAN STANLEY, LPL Financial LLC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, Cambridge Investment Research Advisors, Inc., Kestra Advisory Services, LLC, and ARQ WEALTH ADVISORS, LLC.
This page lists
254
institutional shareholders reporting positions in this security
for the Q2 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.