Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
254
-
Total 13F shares, excl. options
-
8,707,460
-
Shares change
-
-934,785
-
Total reported value, excl. options
-
$487,647,417
-
Value change
-
-$51,865,972
-
Number of buys
-
122
-
Number of sells
-
-100
-
Price
-
$56
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q2 2021
273 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q2 2021.
ISHARES TR - CORE 60/40 BALAN (AOR) has 254 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,707,460 shares
.
Largest 10 shareholders include BlackRock Inc. (1,429,474 shares), BANK OF AMERICA CORP /DE/ (1,123,732 shares), WELLS FARGO & COMPANY/MN (375,889 shares), ASSETMARK, INC (369,908 shares), MORGAN STANLEY (285,755 shares), LPL Financial LLC (265,457 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (226,019 shares), Cambridge Investment Research Advisors, Inc. (209,923 shares), Kestra Advisory Services, LLC (201,386 shares), and ARQ WEALTH ADVISORS, LLC (191,780 shares).
This table shows the top 254 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.