Security key
464289883
- Type / Class
- Equity / CORE 30/70 CONSE
- Total 13F shares
- 4,505,389
- Share change
- -1,290,452
- Total reported value
- $155,656,217
- Price per share
- $34.52
- Number of holders
- 88
- Value change
- -$43,657,037
- Number of buys
- 37
- Number of sells
- 47
Report period
Q1 2019
Institutions
88
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 464289883
Recent filing periods:
Top shareholders of AOK - ISHARES TR - CORE 30/70 CONSE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q1 2019
As of 31 Mar 2019,
ISHARES TR - CORE 30/70 CONSE (AOK) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,505,389 shares.
The largest 10 holders included
Harwood Advisory Group, LLC, BlackRock Inc., Weaver Consulting Group, LPL Financial LLC, Stuart Chaussee & Associates, Inc., Madden Advisory Services, Inc., Barber Financial Group, Inc., Brookstone Capital Management, Sargent Bickham Lagudis LLC, and WELLS FARGO & COMPANY/MN.
This page lists
88
institutional shareholders reporting positions in this security
for the Q1 2019 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2019 vs Q4 2018 Across Filers
Q4 2018 holders
95
Q1 2019 holders
88
Holder diff
-7
| Investor | Q4 2018 Shares | Q1 2019 Shares | Share Diff | Share Chg % | Q4 2018 Value $ | Q1 2019 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.