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
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Number of buys
-
71
-
Number of sells
-
74
-
Price
-
$36.15
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2023
As of 31 Dec 2023 ISHARES TR - CORE 30/70 CONSE (AOK) had 179 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,306,312 shares of stock of the company.
Largest 10 holders included ATLAS CAPITAL ADVISORS LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, Lido Advisors, LLC, BlackRock Inc., WIN ADVISORS, INC, BANK OF AMERICA CORP /DE/, GeoWealth Management, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This table shows 179 institutional shareholders of the security as of 31 Dec 2023.
| 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.