Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
54
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Total 13F shares, excl. options
-
808K
-
Shares change
-
-881K
-
Total reported value, excl. options
-
$38.4M
-
Value change
-
-$41.8M
-
Number of buys
-
26
-
Number of sells
-
-23
-
Price
-
$47.50
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2015
60 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q1 2015.
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 808K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (115K shares), LBMC INVESTMENT ADVISORS, LLC (76.1K shares), Ameriprise Financial Inc (67.8K shares), WELLS FARGO & COMPANY/MN (53K shares), LPL Financial LLC (51.2K shares), VSR Financial Services, Inc. (33.3K shares), Commonwealth Equity Services, Inc (30.5K shares), Patriot Wealth Management, Inc. (28.2K shares), Hanson McClain, Inc. (27.2K shares), and Archford Capital Strategies, LLC (26.3K 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.