Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
141
-
Total 13F shares, excl. options
-
6,720,750
-
Shares change
-
-417,837
-
Total reported value, excl. options
-
$259,979,852
-
Value change
-
-$16,204,182
-
Number of buys
-
76
-
Number of sells
-
-64
-
Price
-
$38.65
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q1 2021
161 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q1 2021.
ISHARES TR - CORE 30/70 CONSE (AOK) has 141 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,720,750 shares
.
Largest 10 shareholders include LPL Financial LLC (698,452 shares), BlackRock Inc. (439,473 shares), Weaver Consulting Group (353,896 shares), Brookstone Capital Management (301,570 shares), Curran Financial Partners, LLC (292,162 shares), Sargent Bickham Lagudis LLC (277,108 shares), Cambridge Investment Research Advisors, Inc. (273,728 shares), ATRIA INVESTMENTS LLC (244,379 shares), ADVISOR GROUP HOLDINGS, INC. (205,860 shares), and USAdvisors Wealth Management, LLC (171,131 shares).
This table shows the top 141 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.