Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
150
-
Total 13F shares, excl. options
-
6,232,615
-
Shares change
-
-816,358
-
Total reported value, excl. options
-
$219,512,940
-
Value change
-
-$28,732,419
-
Number of buys
-
50
-
Number of sells
-
-88
-
Price
-
$35.24
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q2 2023
167 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q2 2023.
ISHARES TR - CORE 30/70 CONSE (AOK) has 150 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,232,615 shares
.
Largest 10 shareholders include LPL Financial LLC (611,631 shares), ATLAS CAPITAL ADVISORS LLC (518,500 shares), Lido Advisors, LLC (395,992 shares), BlackRock Inc. (349,392 shares), Brookstone Capital Management (314,620 shares), JANE STREET GROUP, LLC (306,069 shares), NATIONAL BANK OF CANADA /FI/ (255,430 shares), AE Wealth Management LLC (183,147 shares), Weaver Consulting Group (170,930 shares), and MORGAN STANLEY (170,916 shares).
This table shows the top 150 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.