Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
93
-
Total 13F shares, excl. options
-
5,027,761
-
Shares change
-
+311,104
-
Total reported value, excl. options
-
$179,202,083
-
Value change
-
+$11,124,886
-
Number of buys
-
51
-
Number of sells
-
-35
-
Price
-
$35.66
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q3 2019
102 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q3 2019.
ISHARES TR - CORE 30/70 CONSE (AOK) has 93 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,027,761 shares
.
Largest 10 shareholders include Harwood Advisory Group, LLC (462,786 shares), BlackRock Inc. (379,362 shares), Weaver Consulting Group (341,056 shares), LPL Financial LLC (302,619 shares), Stuart Chaussee & Associates, Inc. (248,746 shares), Sargent Bickham Lagudis LLC (209,159 shares), CENTAURUS FINANCIAL, INC. (158,102 shares), ROYAL BANK OF CANADA (143,561 shares), Brookstone Capital Management (140,205 shares), and Barber Financial Group, Inc. (139,207 shares).
This table shows the top 93 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.