Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CORE 60/40 BALAN
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Number of holders
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363
-
Total 13F shares, excl. options
-
15,331,728
-
Shares change
-
+411,421
-
Total reported value, excl. options
-
$943,907,032
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Value change
-
+$25,697,576
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Number of buys
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178
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Number of sells
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143
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Price
-
$61.57
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q2 2025
As of 30 Jun 2025 ISHARES TR - CORE 60/40 BALAN (AOR) had 381 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 15,331,728 shares of stock of the company.
Largest 10 holders included BlackRock, Inc., JPMORGAN CHASE & CO, Mesirow Financial Investment Management, Inc., BANK OF AMERICA CORP /DE/, LPL Financial LLC, ASPIRIANT, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Worth Asset Management, LLC, and Consilium Wealth Advisory, LLC.
This table shows 381 institutional shareholders of the security as of 30 Jun 2025.
| 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.