Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
287
-
Total 13F shares, excl. options
-
11,714,390
-
Shares change
-
-125,046
-
Total reported value, excl. options
-
$602,577,347
-
Value change
-
-$5,888,595
-
Number of buys
-
129
-
Number of sells
-
-136
-
Price
-
$51.45
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q2 2023
317 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q2 2023.
ISHARES TR - CORE 60/40 BALAN (AOR) has 287 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,714,390 shares
.
Largest 10 shareholders include BlackRock Inc. (1,544,196 shares), BANK OF AMERICA CORP /DE/ (1,327,030 shares), WELLS FARGO & COMPANY/MN (551,489 shares), ASPIRIANT, LLC (485,985 shares), ASSETMARK, INC (344,745 shares), Strategic Wealth Partners Group LLC (335,413 shares), OSAIC HOLDINGS, INC. (320,350 shares), Consilium Wealth Advisory, LLC (300,984 shares), LPL Financial LLC (280,306 shares), and MORGAN STANLEY (224,077 shares).
This table shows the top 287 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.