Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / CORE S&P US VLU
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Number of holders
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145
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Total 13F shares, excl. options
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27.4M
-
Shares change
-
+5.53M
-
Total reported value, excl. options
-
$1.44B
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Value change
-
+$294M
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Number of buys
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80
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Number of sells
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-45
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Price
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$52.35
Significant Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q3 2017
160 filings reported holding IUSV - ISHARES TR - CORE S&P US VLU as of Q3 2017.
ISHARES TR - CORE S&P US VLU (IUSV) has 145 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.4M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (11.7M shares), LPL Financial LLC (6.07M shares), ASPIRIANT, LLC (1.24M shares), MORGAN STANLEY (623K shares), PNC FINANCIAL SERVICES GROUP, INC. (607K shares), Simply Money Advisors (461K shares), STA Wealth Management, LLC (374K shares), HighTower Advisors, LLC (323K shares), ENVESTNET ASSET MANAGEMENT INC (304K shares), and UBS Group AG (303K shares).
This table shows the top 145 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.