Q3 2015 13F Holders as of 30 Sep 2015
-
Type / Class
-
Equity / CORE 80/20 AGGRE
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Number of holders
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58
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Total 13F shares, excl. options
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1.15M
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Shares change
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+164K
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Total reported value, excl. options
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$50.1M
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Value change
-
+$7.04M
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Number of buys
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36
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Number of sells
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-17
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Price
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$43.62
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2015
62 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q3 2015.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.15M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (175K shares), WELLS FARGO & COMPANY/MN (134K shares), LPL Financial LLC (90.7K shares), LBMC INVESTMENT ADVISORS, LLC (83.4K shares), JANE STREET GROUP, LLC (74.4K shares), AMERIPRISE FINANCIAL INC (71.6K shares), Hanson McClain, Inc. (57.3K shares), Commonwealth Equity Services, Inc (40K shares), Patriot Wealth Management, Inc. (31.6K shares), and Archford Capital Strategies, LLC (31.6K shares).
This table shows the top 58 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.