Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / CORE S&P US VLU
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Number of holders
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71
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Total 13F shares, excl. options
-
1.12M
-
Shares change
-
-1.43K
-
Total reported value, excl. options
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$148M
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Value change
-
+$498K
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Number of buys
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27
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Number of sells
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-33
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Price
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$132.55
Significant Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q2 2014
83 filings reported holding IUSV - ISHARES TR - CORE S&P US VLU as of Q2 2014.
ISHARES TR - CORE S&P US VLU (IUSV) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.12M shares
.
Largest 10 shareholders include ASPIRIANT, LLC (340K shares), MORGAN STANLEY (88K shares), JONES FINANCIAL COMPANIES LLLP (83.5K shares), BANK OF AMERICA CORP /DE/ (66.5K shares), Financial Planning & Information Services, Inc. (45.4K shares), LPL Financial LLC (43.6K shares), PNC Financial Services Group, Inc. (38K shares), WELLS FARGO & COMPANY/MN (36.2K shares), US BANCORP \DE\ (28K shares), and Asset Management Group, Inc. (22.9K shares).
This table shows the top 71 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.