Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
118
-
Total 13F shares, excl. options
-
5,818,901
-
Shares change
-
+656,449
-
Total reported value, excl. options
-
$210,737,460
-
Value change
-
+$23,819,155
-
Number of buys
-
61
-
Number of sells
-
-34
-
Price
-
$36.24
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2019
123 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q4 2019.
ISHARES TR - CORE 30/70 CONSE (AOK) has 118 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,818,901 shares
.
Largest 10 shareholders include Harwood Advisory Group, LLC (471,487 shares), BlackRock Inc. (401,544 shares), Weaver Consulting Group (343,850 shares), LPL Financial LLC (343,836 shares), AE Wealth Management LLC (324,868 shares), Sawtooth Solutions, LLC (289,761 shares), Stuart Chaussee & Associates, Inc. (235,789 shares), Sargent Bickham Lagudis LLC (205,566 shares), CENTAURUS FINANCIAL, INC. (169,573 shares), and MORGAN STANLEY (158,385 shares).
This table shows the top 118 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.