Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
152
-
Total 13F shares, excl. options
-
5,008,642
-
Shares change
-
-2,322,469
-
Total reported value, excl. options
-
$184,296,544
-
Value change
-
-$85,049,838
-
Number of buys
-
57
-
Number of sells
-
-85
-
Price
-
$36.82
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q1 2024
176 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q1 2024.
ISHARES TR - CORE 30/70 CONSE (AOK) has 152 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,008,642 shares
.
Largest 10 shareholders include ATLAS CAPITAL ADVISORS LLC (518,500 shares), LPL Financial LLC (449,030 shares), BlackRock Inc. (320,922 shares), Lido Advisors, LLC (283,701 shares), NATIONAL BANK OF CANADA /FI/ (228,891 shares), MORGAN STANLEY (173,766 shares), WELLS FARGO & COMPANY/MN (168,056 shares), Curran Financial Partners, LLC (163,639 shares), Weaver Consulting Group (154,932 shares), and GeoWealth Management, LLC (150,788 shares).
This table shows the top 152 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.