ISHARES TR - CORE 60/40 BALAN (AOR)

CUSIP: 464289867

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

Quarterly Holders Quick Answers

What is CUSIP 464289867?
CUSIP 464289867 identifies AOR - ISHARES TR - CORE 60/40 BALAN in SEC institutional holdings data.

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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.