Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / MORNINGSTAR GRWT
-
Total 13F shares
-
2,049,741
-
Share change
-
-9,626
-
Total reported value
-
$204,382,569
-
Price per share
-
$99.71
-
Number of holders
-
54
-
Value change
-
-$959,607
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of ISHARES TR - MORNINGSTAR GRWT (ILCG) as of Q4 2013
As of 31 Dec 2013,
ISHARES TR - MORNINGSTAR GRWT (ILCG) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,049,741 shares.
The largest 10 holders included
AXA, BANK OF AMERICA CORP /DE/, Baystate Wealth Management LLC, Wharton Business Group, LLC, WELLS FARGO & COMPANY/MN, UBS AG, MORGAN STANLEY, LPL Financial LLC, Commonwealth Equity Services, Inc, and CLS Investments, LLC.
This page lists
54
institutional shareholders reporting positions in this security
for the Q4 2013 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.