Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
639,167
-
Share change
-
+134,281
-
Total reported value
-
$28,512,050
-
Price per share
-
$44.61
-
Number of holders
-
40
-
Value change
-
+$5,990,153
-
Number of buys
-
2
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2013
As of 31 Dec 2013,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
639,167 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, LPL Financial LLC, LBMC INVESTMENT ADVISORS, LLC, MANAGED ACCOUNT ADVISORS LLC, KCG HOLDINGS, INC., Efficient Advisors, LLC, UBS AG, Patriot Wealth Management, Inc., and Commonwealth Equity Services, Inc.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 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.