Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
160
-
Total 13F shares, excl. options
-
7,306,312
-
Shares change
-
+1,324,010
-
Total reported value, excl. options
-
$263,977,179
-
Value change
-
+$48,259,882
-
Number of buys
-
71
-
Number of sells
-
-74
-
Price
-
$36.15
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2023
178 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q4 2023.
ISHARES TR - CORE 30/70 CONSE (AOK) has 160 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,306,312 shares
.
Largest 10 shareholders include ATLAS CAPITAL ADVISORS LLC (518,500 shares), WELLS FARGO & COMPANY/MN (489,902 shares), LPL Financial LLC (448,369 shares), RAYMOND JAMES & ASSOCIATES (435,681 shares), Lido Advisors, LLC (348,272 shares), BlackRock Inc. (327,611 shares), WIN ADVISORS, INC (316,595 shares), BANK OF AMERICA CORP /DE/ (245,415 shares), GeoWealth Management, LLC (233,767 shares), and ENVESTNET ASSET MANAGEMENT INC (212,395 shares).
This table shows the top 160 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.