ISHARES TR - CORE 60/40 BALAN (AOR)

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / CORE 60/40 BALAN
Total 13F shares
11,356,054
Share change
+1,479,925
Total reported value
$630,112,892
Price per share
$55.47
Number of holders
258
Value change
+$81,930,691
Number of buys
145
Number of sells
86

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) was held by 258 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 11,356,054 shares. The 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 page lists 258 institutional shareholders reporting positions in this security for the Q3 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.