Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
1,618,938
-
Share change
-
+154,510
-
Total reported value
-
$76,812,995
-
Price per share
-
$47.47
-
Number of holders
-
79
-
Value change
-
+$7,395,866
-
Number of buys
-
43
-
Number of sells
-
22
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2016
As of 30 Sep 2016,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,618,938 shares.
The largest 10 holders included
Hanson McClain, Inc., BANK OF AMERICA CORP /DE/, LBMC INVESTMENT ADVISORS, LLC, Commonwealth Equity Services, Inc, LPL Financial LLC, PATTON ALBERTSON MILLER GROUP, LLC, JANE STREET GROUP, LLC, Polaris Greystone Financial Group, LLC, Archford Capital Strategies, LLC, and Annex Advisory Services, LLC.
This page lists
79
institutional shareholders reporting positions in this security
for the Q3 2016 filing period.
| 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.