Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
1,123,086
-
Shares change
-
+265,991
-
Total reported value, excl. options
-
$138,743,738
-
Value change
-
+$32,998,925
-
Number of buys
-
33
-
Number of sells
-
-15
-
Price
-
$123.53
Significant Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2014
61 filings reported holding ILCB - ISHARES TR - MORNINGSTR US EQ as of Q4 2014.
ISHARES TR - MORNINGSTR US EQ (ILCB) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,123,086 shares
.
Largest 10 shareholders include Crestwood Advisors LLC (207,185 shares), AXA (161,554 shares), JPMORGAN CHASE & CO (108,789 shares), RAYMOND JAMES & ASSOCIATES (86,324 shares), MORGAN STANLEY (75,944 shares), UBS Group AG (59,259 shares), LPL Financial LLC (53,545 shares), BANK OF AMERICA CORP /DE/ (45,773 shares), Ameriprise Financial Inc (29,156 shares), and WELLS FARGO & COMPANY/MN (27,356 shares).
This table shows the top 57 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.