Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / MORNINGSTR US EQ
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Number of holders
-
42
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Total 13F shares, excl. options
-
865,877
-
Shares change
-
-43,376
-
Total reported value, excl. options
-
$95,770,392
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Value change
-
-$4,609,517
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Number of buys
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21
-
Number of sells
-
-14
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Price
-
$110.61
Significant Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q1 2014
45 filings reported holding ILCB - ISHARES TR - MORNINGSTR US EQ as of Q1 2014.
ISHARES TR - MORNINGSTR US EQ (ILCB) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 865,877 shares
.
Largest 10 shareholders include Crestwood Advisors LLC (197,179 shares), AXA (137,324 shares), JPMORGAN CHASE & CO (107,380 shares), CLS Investments, LLC (65,000 shares), MORGAN STANLEY (56,657 shares), UBS AG (53,771 shares), LPL Financial LLC (34,185 shares), BANK OF AMERICA CORP /DE/ (27,657 shares), RAYMOND JAMES & ASSOCIATES (27,200 shares), and ASPIRIANT, LLC (17,831 shares).
This table shows the top 42 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.