Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
150
-
Total 13F shares, excl. options
-
4,633,765
-
Shares change
-
+127,087
-
Total reported value, excl. options
-
$181,022,661
-
Value change
-
+$4,653,528
-
Number of buys
-
75
-
Number of sells
-
-65
-
Price
-
$39.07
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q2 2025
166 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q2 2025.
ISHARES TR - CORE 30/70 CONSE (AOK) has 150 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,633,765 shares
.
Largest 10 shareholders include LPL Financial LLC (450,750 shares), BlackRock, Inc. (317,471 shares), Curran Financial Partners, LLC (252,063 shares), Elevation Capital Advisory, LLC (237,005 shares), WIN ADVISORS, INC (219,617 shares), MORGAN STANLEY (195,538 shares), Lido Advisors, LLC (166,139 shares), ENVESTNET ASSET MANAGEMENT INC (156,933 shares), Visionary Wealth Advisors (154,771 shares), and Weaver Consulting Group (142,849 shares).
This table shows the top 150 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.