Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / CORE 80/20 AGGRE
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Number of holders
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88
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Total 13F shares, excl. options
-
3.82M
-
Shares change
-
+2.02M
-
Total reported value, excl. options
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$180M
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Value change
-
+$95.3M
-
Number of buys
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50
-
Number of sells
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-21
-
Price
-
$47.22
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2016
94 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2016.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.82M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.05M shares), BANK OF AMERICA CORP /DE/ (934K shares), Hanson McClain, Inc. (400K shares), Ahrens Investment Partners LLC (114K shares), LBMC INVESTMENT ADVISORS, LLC (105K shares), Commonwealth Equity Services, Inc (95.3K shares), LPL Financial LLC (78.7K shares), PATTON ALBERTSON MILLER GROUP, LLC (68.3K shares), Cambridge Investment Research Advisors, Inc. (66.6K shares), and MORGAN STANLEY (45.9K shares).
This table shows the top 88 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.