Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
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Number of holders
-
258
-
Total 13F shares, excl. options
-
11,356,054
-
Shares change
-
+1,479,925
-
Total reported value, excl. options
-
$630,112,892
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Value change
-
+$81,930,691
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Number of buys
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145
-
Number of sells
-
86
-
Price
-
$55.47
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2021
As of 30 Sep 2021 ISHARES TR - CORE 60/40 BALAN (AOR) had 282 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 11,356,054 shares of stock of the company.
Largest 10 holders included BlackRock Inc., BANK OF AMERICA CORP /DE/, AE Wealth Management LLC, Strategic Wealth Partners Group LLC, Bell Investment Advisors, Inc, WELLS FARGO & COMPANY/MN, ASSETMARK, INC, MORGAN STANLEY, LPL Financial LLC, and ROYAL BANK OF CANADA.
This table shows 282 institutional shareholders of the security as of 30 Sep 2021.
| 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.