Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
149
-
Total 13F shares, excl. options
-
7,426,924
-
Shares change
-
+443,791
-
Total reported value, excl. options
-
$293,418,421
-
Value change
-
+$17,472,834
-
Number of buys
-
75
-
Number of sells
-
-66
-
Price
-
$39.5
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q3 2021
162 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q3 2021.
ISHARES TR - CORE 30/70 CONSE (AOK) has 149 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,426,924 shares
.
Largest 10 shareholders include LPL Financial LLC (794,078 shares), Sargent Bickham Lagudis LLC (458,528 shares), BlackRock Inc. (420,473 shares), Curran Financial Partners, LLC (293,531 shares), Cambridge Investment Research Advisors, Inc. (261,453 shares), Raymond James Financial Services Advisors, Inc. (236,562 shares), Weaver Consulting Group (226,390 shares), ADVISOR GROUP HOLDINGS, INC. (210,707 shares), Brookstone Capital Management (192,370 shares), and MORGAN STANLEY (189,146 shares).
This table shows the top 149 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.