Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
13,255,892
-
Share change
-
+423,616
-
Total reported value
-
$746,586,181
-
Price per share
-
$56.32
-
Number of holders
-
337
-
Value change
-
+$24,111,063
-
Number of buys
-
141
-
Number of sells
-
151
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q2 2024
As of 30 Jun 2024,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
337 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,255,892 shares.
The largest 10 holders included
BlackRock Inc., BANK OF AMERICA CORP /DE/, Mesirow Financial Investment Management, Inc., ASPIRIANT, LLC, WELLS FARGO & COMPANY/MN, Lebenthal Global Advisors, LLC, MORGAN STANLEY, LPL Financial LLC, Kovitz Investment Group Partners, LLC, and ASSETMARK, INC.
This page lists
337
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| 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.