Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / CORE S&P US VLU
-
Number of holders
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116
-
Total 13F shares, excl. options
-
8.65M
-
Shares change
-
+2.78M
-
Total reported value, excl. options
-
$425M
-
Value change
-
+$137M
-
Number of buys
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64
-
Number of sells
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-25
-
Price
-
$49.14
Significant Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q4 2016
124 filings reported holding IUSV - ISHARES TR - CORE S&P US VLU as of Q4 2016.
ISHARES TR - CORE S&P US VLU (IUSV) has 116 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.65M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.54M shares), ASPIRIANT, LLC (1.5M shares), Simply Money Advisors (407K shares), MORGAN STANLEY (351K shares), Edge Advisors, LLC (277K shares), LPL Financial LLC (270K shares), BLAIR WILLIAM & CO/IL (257K shares), JONES FINANCIAL COMPANIES LLLP (255K shares), WELLS FARGO & COMPANY/MN (227K shares), and Strategic Wealth Advisors Group, LLC (204K shares).
This table shows the top 116 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.