Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
479K
-
Shares change
-
-34.9K
-
Total reported value, excl. options
-
$22.6M
-
Value change
-
-$1.64M
-
Number of buys
-
22
-
Number of sells
-
-11
-
Price
-
$47.19
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q2 2014
39 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q2 2014.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 479K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (62.3K shares), LPL Financial LLC (53.2K shares), Ameriprise Financial Inc (29.6K shares), Patriot Wealth Management, Inc. (24.1K shares), Efficient Advisors, LLC (22.1K shares), LBMC INVESTMENT ADVISORS, LLC (20.4K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (20.3K shares), Commonwealth Equity Services, Inc (20.3K shares), Cetera Advisor Networks LLC (20K shares), and Annex Advisory Services, LLC (19.9K shares).
This table shows the top 38 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.