Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
138
-
Total 13F shares, excl. options
-
2.99M
-
Shares change
-
-42.8K
-
Total reported value, excl. options
-
$160M
-
Value change
-
-$2.3M
-
Number of buys
-
70
-
Number of sells
-
-44
-
Price
-
$53.40
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q2 2018
148 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q2 2018.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 138 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.99M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (515K shares), Ahrens Investment Partners LLC (185K shares), Cambridge Investment Research Advisors, Inc. (157K shares), LBMC INVESTMENT ADVISORS, LLC (128K shares), LPL Financial LLC (122K shares), JANE STREET GROUP, LLC (116K shares), COMMONWEALTH EQUITY SERVICES, LLC (105K shares), WELLS FARGO & COMPANY/MN (76.1K shares), PATTON ALBERTSON MILLER GROUP, LLC (74.4K shares), and MORGAN STANLEY (65.9K shares).
This table shows the top 138 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.