Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
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84
-
Total 13F shares, excl. options
-
2.2M
-
Shares change
-
-1.62M
-
Total reported value, excl. options
-
$110M
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Value change
-
-$80.8M
-
Number of buys
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44
-
Number of sells
-
-33
-
Price
-
$49.94
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2017
90 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q1 2017.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 84 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.2M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (399K shares), WELLS FARGO & COMPANY/MN (251K shares), Ahrens Investment Partners LLC (129K shares), LBMC INVESTMENT ADVISORS, LLC (111K shares), LPL Financial LLC (94.4K shares), Commonwealth Equity Services, Inc (91.1K shares), Cambridge Investment Research Advisors, Inc. (87.4K shares), PATTON ALBERTSON MILLER GROUP, LLC (73.3K shares), MORGAN STANLEY (53K shares), and Madrona Financial Services, LLC (42.5K shares).
This table shows the top 84 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.