Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / CORE 80/20 AGGRE
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Number of holders
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54
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Total 13F shares, excl. options
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1.68M
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Shares change
-
+1.1M
-
Total reported value, excl. options
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$77.6M
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Value change
-
+$51.1M
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Number of buys
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28
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Number of sells
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-14
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Price
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$46.27
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2014
58 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2014.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.68M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (453K shares), BANK OF AMERICA CORP /DE/ (328K shares), MANAGED ACCOUNT ADVISORS LLC (251K shares), LBMC INVESTMENT ADVISORS, LLC (72.6K shares), Ameriprise Financial Inc (64.4K shares), LPL Financial LLC (55.7K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (49.2K shares), HHG & Company, LLC (41.1K shares), VSR Financial Services, Inc. (27.6K shares), and Commonwealth Equity Services, Inc (25.8K shares).
This table shows the top 54 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.