Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
262
-
Total 13F shares, excl. options
-
15,683,382
-
Shares change
-
+2,753,718
-
Total reported value, excl. options
-
$752,981,167
-
Value change
-
+$129,473,528
-
Number of buys
-
126
-
Number of sells
-
-128
-
Price
-
$48.00
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q2 2022
296 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q2 2022.
ISHARES TR - CORE 60/40 BALAN (AOR) has 262 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,683,382 shares
.
Largest 10 shareholders include BlackRock Inc. (1,541,226 shares), ASPIRIANT, LLC (1,348,672 shares), BANK OF AMERICA CORP /DE/ (1,348,192 shares), HALBERT HARGROVE GLOBAL ADVISORS, LLC (1,124,992 shares), WELLS FARGO & COMPANY/MN (1,104,712 shares), Bell Investment Advisors, Inc (490,929 shares), Strategic Wealth Partners Group LLC (427,638 shares), RAYMOND JAMES & ASSOCIATES (400,923 shares), ASSETMARK, INC (382,824 shares), and MORGAN STANLEY (376,728 shares).
This table shows the top 262 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.