Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
104
-
Total 13F shares, excl. options
-
2.63M
-
Shares change
-
+145K
-
Total reported value, excl. options
-
$141M
-
Value change
-
+$7.81M
-
Number of buys
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65
-
Number of sells
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-28
-
Price
-
$53.58
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2017
110 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q3 2017.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.63M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (471K shares), WELLS FARGO & COMPANY/MN (218K shares), Ahrens Investment Partners LLC (199K shares), Cambridge Investment Research Advisors, Inc. (121K shares), Regal Investment Advisors LLC (114K shares), LBMC INVESTMENT ADVISORS, LLC (109K shares), Commonwealth Equity Services, Inc (93.3K shares), LPL Financial LLC (89.5K shares), MORGAN STANLEY (76.8K shares), and PATTON ALBERTSON MILLER GROUP, LLC (69.9K shares).
This table shows the top 104 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.