Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / US REGNL BKS ETF
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Number of holders
-
71
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Total 13F shares, excl. options
-
4,311,530
-
Shares change
-
-380,971
-
Total reported value, excl. options
-
$149,424,535
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Value change
-
-$13,644,748
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Number of buys
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39
-
Number of sells
-
-24
-
Price
-
$34.66
Significant Holders of ISHARES TR - US REGNL BKS ETF (IAT) as of Q2 2014
79 filings reported holding IAT - ISHARES TR - US REGNL BKS ETF as of Q2 2014.
ISHARES TR - US REGNL BKS ETF (IAT) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,311,530 shares
.
Largest 10 shareholders include GOLDMAN SACHS GROUP INC (1,039,534 shares), DONALDSON CAPITAL MANAGEMENT, LLC (434,974 shares), UBS AG (260,785 shares), MARTIN & CO INC /TN/ (209,684 shares), MORGAN STANLEY (197,288 shares), HighTower Advisors, LLC (182,183 shares), BANK OF AMERICA CORP /DE/ (163,771 shares), New Century Advisors, LLC (151,400 shares), WELLS FARGO & COMPANY/MN (145,510 shares), and BTR CAPITAL MANAGEMENT INC (141,675 shares).
This table shows the top 71 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.