ISHARES TR - CORE S&P US VLU (IUSV)

CUSIP: 464287663

Q4 2015 13F Holders as of 31 Dec 2015

Type / Class
Equity / CORE S&P US VLU
Total 13F shares
3,128,646
Share change
+1,045,458
Total reported value
$396,101,835
Price per share
$127.38
Number of holders
91
Value change
+$133,064,895
Number of buys
47
Number of sells
28

Quarterly Holders Quick Answers

What is CUSIP 464287663?
CUSIP 464287663 identifies IUSV - ISHARES TR - CORE S&P US VLU in SEC institutional holdings data.

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Top shareholders of IUSV - ISHARES TR - CORE S&P US VLU (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q4 2015

As of 31 Dec 2015, ISHARES TR - CORE S&P US VLU (IUSV) was held by 91 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,128,646 shares. The largest 10 holders included ASPIRIANT, LLC, BANK OF AMERICA CORP /DE/, Family Firm, Inc., LPL Financial LLC, SNOW CAPITAL MANAGEMENT LP, CONFLUENCE INVESTMENT MANAGEMENT LLC, JONES FINANCIAL COMPANIES LLLP, MORGAN STANLEY, Clearbridge Investments, LLC, and WELLS FARGO & COMPANY/MN. This page lists 91 institutional shareholders reporting positions in this security for the Q4 2015 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2015 vs Q3 2015 Across Filers

Q3 2015 holders
80
Q4 2015 holders
91
Holder diff
11
Investor Q3 2015 Shares Q4 2015 Shares Share Diff Share Chg % Q3 2015 Value $ Q4 2015 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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