Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
297
-
Total 13F shares, excl. options
-
12,384,113
-
Shares change
-
+627,285
-
Total reported value, excl. options
-
$611,708,792
-
Value change
-
+$30,186,471
-
Number of buys
-
142
-
Number of sells
-
-116
-
Price
-
$49.41
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2023
318 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q3 2023.
ISHARES TR - CORE 60/40 BALAN (AOR) has 297 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,384,113 shares
.
Largest 10 shareholders include BlackRock Inc. (1,512,673 shares), BANK OF AMERICA CORP /DE/ (1,316,035 shares), WELLS FARGO & COMPANY/MN (649,824 shares), ASPIRIANT, LLC (520,702 shares), Richard Bernstein Advisors LLC (376,189 shares), ASSETMARK, INC (344,332 shares), Strategic Wealth Partners Group LLC (331,953 shares), MORGAN STANLEY (331,081 shares), Consilium Wealth Advisory, LLC (301,298 shares), and LPL Financial LLC (279,105 shares).
This table shows the top 297 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.