Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
1,099,593
-
Shares change
-
-250,199
-
Total reported value, excl. options
-
$94,704,500
-
Value change
-
-$21,246,303
-
Number of buys
-
19
-
Number of sells
-
-18
-
Price
-
$86.2
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2014
49 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q4 2014.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,099,593 shares
.
Largest 10 shareholders include ROYAL BANK OF CANADA (147,519 shares), AXA (133,006 shares), MORGAN STANLEY (123,184 shares), WELLS FARGO & COMPANY/MN (105,339 shares), Raymond James Financial Services Advisors, Inc. (72,009 shares), SPC Financial, Inc. (69,592 shares), UBS Group AG (64,192 shares), GOLDMAN SACHS GROUP INC (63,322 shares), LPL Financial LLC (59,503 shares), and National Planning Corp (31,933 shares).
This table shows the top 44 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.