ISHARES TR - CORE 60/40 BALAN (AOR)

Q1 2022 13F Holders as of 31 Mar 2022

Type / Class
Equity / CORE 60/40 BALAN
Number of holders
272
Total 13F shares, excl. options
12,381,015
Shares change
-1,565,404
Total reported value, excl. options
$666,866,852
Value change
-$87,638,100
Number of buys
122
Number of sells
124
Price
$53.96

Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2022

As of 31 Mar 2022 ISHARES TR - CORE 60/40 BALAN (AOR) had 272 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 12,381,015 shares of stock of the company.
Largest 10 holders included BlackRock Inc., BANK OF AMERICA CORP /DE/, HALBERT HARGROVE GLOBAL ADVISORS, LLC, WELLS FARGO & COMPANY/MN, Strategic Wealth Partners Group LLC, ASSETMARK, INC, MORGAN STANLEY, LPL Financial LLC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, and WestEnd Advisors, LLC.
This table shows 272 institutional shareholders of the security as of 31 Mar 2022.
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.