Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / CORE S&P US VLU
-
Number of holders
-
91
-
Total 13F shares, excl. options
-
3,128,646
-
Shares change
-
+1,045,458
-
Total reported value, excl. options
-
$396,101,835
-
Value change
-
+$133,064,895
-
Number of buys
-
47
-
Number of sells
-
-28
-
Price
-
$127.38
Significant Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q4 2015
99 filings reported holding IUSV - ISHARES TR - CORE S&P US VLU as of Q4 2015.
ISHARES TR - CORE S&P US VLU (IUSV) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,128,646 shares
.
Largest 10 shareholders include ASPIRIANT, LLC (698,611 shares), BANK OF AMERICA CORP /DE/ (576,768 shares), Family Firm, Inc. (270,737 shares), LPL Financial LLC (147,613 shares), SNOW CAPITAL MANAGEMENT LP (127,201 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (100,755 shares), JONES FINANCIAL COMPANIES LLLP (96,813 shares), MORGAN STANLEY (89,193 shares), Clearbridge Investments, LLC (74,954 shares), and WELLS FARGO & COMPANY/MN (67,820 shares).
This table shows the top 91 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.