Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / CORE S&P US VLU
-
Total 13F shares
-
1,119,881
-
Share change
-
+3,073
-
Total reported value
-
$138,262,763
-
Price per share
-
$123.40
-
Number of holders
-
77
-
Value change
-
+$373,275
-
Number of buys
-
3
Institutional Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q4 2013
As of 31 Dec 2013,
ISHARES TR - CORE S&P US VLU (IUSV) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,119,881 shares.
The largest 10 holders included
ASPIRIANT, LLC, MORGAN STANLEY, JONES FINANCIAL COMPANIES LLLP, MANAGED ACCOUNT ADVISORS LLC, Financial Planning & Information Services, Inc., LPL Financial LLC, PNC Financial Services Group, Inc., WELLS FARGO & COMPANY/MN, STRINGER ASSET MANAGEMENT, LLC, and EQUITY INVESTMENT CORP/GA.
This page lists
77
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.