Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
126
-
Total 13F shares, excl. options
-
2.93M
-
Shares change
-
+86K
-
Total reported value, excl. options
-
$158M
-
Value change
-
+$4.69M
-
Number of buys
-
62
-
Number of sells
-
-33
-
Price
-
$53.88
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2017
134 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2017.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 126 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.93M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (480K shares), WELLS FARGO & COMPANY/MN (312K shares), Ahrens Investment Partners LLC (195K shares), Cambridge Investment Research Advisors, Inc. (133K shares), LBMC INVESTMENT ADVISORS, LLC (113K shares), LPL Financial LLC (100K shares), COMMONWEALTH EQUITY SERVICES, LLC. (94.2K shares), MORGAN STANLEY (75.8K shares), PATTON ALBERTSON MILLER GROUP, LLC (70.2K shares), and CABANA LLC (55.5K shares).
This table shows the top 126 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.