Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Total 13F shares
-
4,503,262
-
Share change
-
-2,378,081
-
Total reported value
-
$169,857,414
-
Price per share
-
$37.63
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Number of holders
-
148
-
Value change
-
-$88,822,118
-
Number of buys
-
65
-
Number of sells
-
86
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q1 2025
As of 31 Mar 2025 ISHARES TR - CORE 30/70 CONSE (AOK) had 148 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,503,262 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Curran Financial Partners, LLC, BlackRock, Inc., Lido Advisors, LLC, MORGAN STANLEY, Ameritas Advisory Services, LLC, CONGRESS ASSET MANAGEMENT CO, Weaver Consulting Group, Investment Advisory Group, LLC, and WELLS FARGO & COMPANY/MN.
This table shows 148 institutional shareholders of the security as of 31 Mar 2025.
| 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.