Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
1,434,863
-
Shares change
-
-257,412
-
Total reported value, excl. options
-
$137,753,000
-
Value change
-
-$24,714,092
-
Number of buys
-
18
-
Number of sells
-
-23
-
Price
-
$96
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q2 2017
58 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q2 2017.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,434,863 shares
.
Largest 10 shareholders include AXA (441,336 shares), ROYAL BANK OF CANADA (141,233 shares), BANK OF AMERICA CORP /DE/ (117,352 shares), GenWealth Group, Inc. (111,627 shares), MORGAN STANLEY (97,357 shares), SPC Financial, Inc. (95,030 shares), WELLS FARGO & COMPANY/MN (72,447 shares), LPL Financial LLC (64,274 shares), GOLDMAN SACHS GROUP INC (44,696 shares), and UBS Group AG (44,516 shares).
This table shows the top 52 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.