Q3 2013 13F Holders as of 30 Sep 2013
-
Type / Class
-
Equity / RUSSELL 3000 ETF
-
Total 13F shares
-
815,481
-
Share change
-
-54,478
-
Total reported value
-
$82,467,126
-
Price per share
-
$101.15
-
Number of holders
-
14
-
Value change
-
-$5,464,246
-
Number of buys
-
3
-
Number of sells
-
7
Institutional Holders of ISHARES TR - RUSSELL 3000 ETF (IWV) as of Q3 2013
As of 30 Sep 2013,
ISHARES TR - RUSSELL 3000 ETF (IWV) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
815,481 shares.
The largest 10 holders included
Capital Analysts, Inc., WELLS FARGO & COMPANY/MN, CLS Investments, LLC, BKD Wealth Advisors, LLC, BANK OF MONTREAL /CAN/, Zhang Financial LLC, Veritable, L.P., MUFG Americas Holdings Corp, Goldstein Munger & Associates, and Rehmann Capital Advisory Group.
This page lists
14
institutional shareholders reporting positions in this security
for the Q3 2013 filing period.
| 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.