Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
169
-
Total 13F shares, excl. options
-
10,027,809
-
Shares change
-
+2,171,127
-
Total reported value, excl. options
-
$400,666,234
-
Value change
-
+$86,973,602
-
Number of buys
-
72
-
Number of sells
-
-77
-
Price
-
$40.01
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2021
190 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q4 2021.
ISHARES TR - CORE 30/70 CONSE (AOK) has 169 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,027,809 shares
.
Largest 10 shareholders include Trilogy Capital Inc. (941,786 shares), LPL Financial LLC (838,860 shares), Sargent Bickham Lagudis LLC (443,303 shares), WELLS FARGO & COMPANY/MN (439,507 shares), Forward Management, LLC (421,984 shares), BlackRock Inc. (419,856 shares), Curran Financial Partners, LLC (407,686 shares), MORGAN STANLEY (392,220 shares), ATRIA INVESTMENTS LLC (276,376 shares), and Cambridge Investment Research Advisors, Inc. (259,717 shares).
This table shows the top 169 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.