Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CORE 30/70 CONSE
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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
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Number of buys
-
57
-
Number of sells
-
85
-
Price
-
$36.82
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q1 2024
As of 31 Mar 2024 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 5,008,642 shares of stock of the company.
Largest 10 holders included ATLAS CAPITAL ADVISORS LLC, LPL Financial LLC, BlackRock Inc., Lido Advisors, LLC, NATIONAL BANK OF CANADA /FI/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Curran Financial Partners, LLC, Weaver Consulting Group, and GeoWealth Management, LLC.
This table shows 179 institutional shareholders of the security as of 31 Mar 2024.
| 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.