Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / CORE 80/20 AGGRE
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Number of holders
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79
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Total 13F shares, excl. options
-
1.62M
-
Shares change
-
+155K
-
Total reported value, excl. options
-
$76.8M
-
Value change
-
+$7.4M
-
Number of buys
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43
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Number of sells
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-22
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Price
-
$47.47
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2016
85 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q3 2016.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.62M shares
.
Largest 10 shareholders include Hanson McClain, Inc. (370K shares), BANK OF AMERICA CORP /DE/ (136K shares), LBMC INVESTMENT ADVISORS, LLC (107K shares), Commonwealth Equity Services, Inc (89.4K shares), LPL Financial LLC (73.7K shares), PATTON ALBERTSON MILLER GROUP, LLC (68K shares), JANE STREET GROUP, LLC (63.2K shares), Polaris Greystone Financial Group, LLC (37.6K shares), Archford Capital Strategies, LLC (35.1K shares), and Annex Advisory Services, LLC (32.9K shares).
This table shows the top 79 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.