Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
290
-
Total 13F shares, excl. options
-
14,465,921
-
Shares change
-
+2,614,518
-
Total reported value, excl. options
-
$825,470,212
-
Value change
-
+$149,617,284
-
Number of buys
-
153
-
Number of sells
-
-87
-
Price
-
$57.08
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2021
309 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q4 2021.
ISHARES TR - CORE 60/40 BALAN (AOR) has 290 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,465,921 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1,850,400 shares), BlackRock Inc. (1,496,045 shares), BANK OF AMERICA CORP /DE/ (1,175,931 shares), Strategic Wealth Partners Group LLC (648,327 shares), UBS Group AG (561,292 shares), Bell Investment Advisors, Inc (532,907 shares), ASSETMARK, INC (362,431 shares), MORGAN STANLEY (348,619 shares), GeoWealth Management, LLC (326,410 shares), and WestEnd Advisors, LLC (324,964 shares).
This table shows the top 290 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.