Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
155
-
Total 13F shares, excl. options
-
4,221,480
-
Shares change
-
-392,464
-
Total reported value, excl. options
-
$163,140,076
-
Value change
-
-$14,025,540
-
Number of buys
-
67
-
Number of sells
-
-74
-
Price
-
$38.66
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q3 2024
173 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q3 2024.
ISHARES TR - CORE 30/70 CONSE (AOK) has 155 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,221,480 shares
.
Largest 10 shareholders include LPL Financial LLC (459,837 shares), BlackRock, Inc. (321,546 shares), Lido Advisors, LLC (204,827 shares), GeoWealth Management, LLC (191,566 shares), Curran Financial Partners, LLC (180,674 shares), MORGAN STANLEY (167,778 shares), Weaver Consulting Group (150,258 shares), Elevation Capital Advisory, LLC (146,870 shares), Investment Advisory Group, LLC (142,492 shares), and Archvest Wealth Advisors, Inc. (103,081 shares).
This table shows the top 155 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.