Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Number of holders
-
62
-
Total 13F shares, excl. options
-
1,380,393
-
Shares change
-
+236,726
-
Total reported value, excl. options
-
$167,437,796
-
Value change
-
+$28,625,253
-
Number of buys
-
39
-
Number of sells
-
-19
-
Price
-
$121.34
Significant Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q1 2015
69 filings reported holding ILCB - ISHARES TR - MORNINGSTR US EQ as of Q1 2015.
ISHARES TR - MORNINGSTR US EQ (ILCB) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,380,393 shares
.
Largest 10 shareholders include Crestwood Advisors LLC (199,994 shares), AXA (172,754 shares), JPMORGAN CHASE & CO (135,876 shares), LPL Financial LLC (90,019 shares), RAYMOND JAMES & ASSOCIATES (89,360 shares), UBS Group AG (86,811 shares), MORGAN STANLEY (83,509 shares), Ameriprise Financial Inc (46,835 shares), WELLS FARGO & COMPANY/MN (45,435 shares), and Citadel Advisors LLC (35,601 shares).
This table shows the top 62 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.