- Type / Class
- Equity / CORE 30/70 CONSE
- Total 13F shares
- 6,720,750
- Share change
- -417,837
- Total reported value
- $259,979,852
- Price per share
- $38.65
- Number of holders
- 141
- Value change
- -$16,204,182
- Number of buys
- 76
- Number of sells
- 64
Quarterly Holders Quick Answers
What is CUSIP 464289883?
CUSIP 464289883 identifies AOK - ISHARES TR - CORE 30/70 CONSE in SEC institutional holdings data.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 464289883:
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 2021
As of 31 Mar 2021,
ISHARES TR - CORE 30/70 CONSE (AOK) was held by
141 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,720,750 shares.
The largest 10 holders included
LPL Financial LLC, BlackRock Inc., Weaver Consulting Group, Brookstone Capital Management, Curran Financial Partners, LLC, Sargent Bickham Lagudis LLC, Cambridge Investment Research Advisors, Inc., ATRIA INVESTMENTS LLC, ADVISOR GROUP HOLDINGS, INC., and USAdvisors Wealth Management, LLC.
This page lists
141
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
146
Q1 2021 holders
141
Holder diff
-5
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 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.