Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
145
-
Total 13F shares, excl. options
-
7,005,219
-
Shares change
-
+231,433
-
Total reported value, excl. options
-
$278,831,123
-
Value change
-
+$9,261,686
-
Number of buys
-
72
-
Number of sells
-
-52
-
Price
-
$39.8
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q2 2021
156 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q2 2021.
ISHARES TR - CORE 30/70 CONSE (AOK) has 145 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,005,219 shares
.
Largest 10 shareholders include LPL Financial LLC (743,430 shares), BlackRock Inc. (433,101 shares), Sargent Bickham Lagudis LLC (379,653 shares), Cambridge Investment Research Advisors, Inc. (286,741 shares), Curran Financial Partners, LLC (252,952 shares), Weaver Consulting Group (233,410 shares), Brookstone Capital Management (194,891 shares), OSAIC HOLDINGS, INC. (185,897 shares), Raymond James Financial Services Advisors, Inc. (184,882 shares), and Madrona Financial Services, LLC (164,509 shares).
This table shows the top 145 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.