Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Total 13F shares
-
596,578
-
Share change
-
+155,036
-
Total reported value
-
$23,949,169
-
Price per share
-
$40.13
-
Number of holders
-
27
-
Value change
-
+$6,224,283
-
Number of buys
-
15
-
Number of sells
-
6
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - CORE 30/70 CONSE (AOK) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
596,578 shares.
The largest 10 holders included
Curran Financial Partners, LLC, CONGRESS ASSET MANAGEMENT CO, Legacy Capital Wealth Partners, LLC, KMG FIDUCIARY PARTNERS, LLC, Brookstone Capital Management, Sovereign Financial Group, Inc., Modera Wealth Management, LLC, RDA Financial Network, SILVER OAK SECURITIES, INCORPORATED, and UNIQUE WEALTH, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.