Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
1,326,894
-
Shares change
-
-30,347
-
Total reported value, excl. options
-
$112,187,595
-
Value change
-
-$2,579,801
-
Number of buys
-
28
-
Number of sells
-
-10
-
Price
-
$84.62
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q3 2014
47 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q3 2014.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,326,894 shares
.
Largest 10 shareholders include ROYAL BANK OF CANADA (214,891 shares), Noven Financial Group, Inc. (182,265 shares), MORGAN STANLEY (159,208 shares), AXA (116,006 shares), WELLS FARGO & COMPANY/MN (73,577 shares), Raymond James Financial Services Advisors, Inc. (68,760 shares), GOLDMAN SACHS GROUP INC (66,929 shares), SPC Financial, Inc. (66,349 shares), LPL Financial LLC (60,795 shares), and UBS AG (47,460 shares).
This table shows the top 43 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.