Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
4,213,851
-
Shares change
-
+3,031,028
-
Total reported value, excl. options
-
$188,841,000
-
Value change
-
+$136,003,183
-
Number of buys
-
40
-
Number of sells
-
-19
-
Price
-
$44.83
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2015
73 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2015.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,213,851 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1,673,145 shares), BANK OF AMERICA CORP /DE/ (1,351,820 shares), LPL Financial LLC (160,354 shares), LBMC INVESTMENT ADVISORS, LLC (88,457 shares), Hanson McClain, Inc. (87,190 shares), BRINKER CAPITAL INC (84,126 shares), AMERIPRISE FINANCIAL INC (76,378 shares), Janney Capital Management LLC (65,101 shares), M&T BANK CORP (55,441 shares), and Commonwealth Equity Services, Inc (50,459 shares).
This table shows the top 67 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.