CUSIP: 464289867
Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / CORE 60/40 BALAN
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Total 13F shares
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13,213,134
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Share change
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+75,982
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Total reported value
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$782,609,513
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Price per share
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$59.24
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Number of holders
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338
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Value change
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+$5,106,169
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Number of buys
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156
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Number of sells
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143
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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Newer quarter:
Q4 2024
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Previous quarter:
Q2 2024
Recent filing periods for CUSIP 464289867:
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
338 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,213,134 shares.
The largest 10 holders included
BlackRock, Inc., JPMORGAN CHASE & CO, Mesirow Financial Investment Management, Inc., BANK OF AMERICA CORP /DE/, ASPIRIANT, LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, MORGAN STANLEY, Lebenthal Global Advisors, LLC, and ASSETMARK, INC.
This page lists
338
institutional shareholders reporting positions in this security
for the Q3 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.