Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Number of holders
-
66
-
Total 13F shares, excl. options
-
1,304,407
-
Shares change
-
+121,135
-
Total reported value, excl. options
-
$173,292,000
-
Value change
-
+$16,216,326
-
Number of buys
-
32
-
Number of sells
-
-27
-
Price
-
$132.69
Significant Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2016
71 filings reported holding ILCB - ISHARES TR - MORNINGSTR US EQ as of Q4 2016.
ISHARES TR - MORNINGSTR US EQ (ILCB) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,304,407 shares
.
Largest 10 shareholders include AXA (243,754 shares), JPMORGAN CHASE & CO (94,412 shares), BANK OF AMERICA CORP /DE/ (90,315 shares), AMERIPRISE FINANCIAL INC (87,189 shares), Greenwich Wealth Management LLC (70,707 shares), WELLS FARGO & COMPANY/MN (69,422 shares), Good Life Advisors, LLC (68,149 shares), Commonwealth Equity Services, Inc (57,603 shares), MORGAN STANLEY (55,246 shares), and LPL Financial LLC (54,326 shares).
This table shows the top 66 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.