Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Number of holders
-
145
-
Total 13F shares, excl. options
-
7.72M
-
Shares change
-
+4.43M
-
Total reported value, excl. options
-
$363M
-
Value change
-
+$202M
-
Number of buys
-
74
-
Number of sells
-
-56
-
Price
-
$48.55
Significant Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2018
168 filings reported holding AOA - ISHARES TR - CORE 80/20 AGGRE as of Q4 2018.
ISHARES TR - CORE 80/20 AGGRE (AOA) has 145 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.72M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (3.01M shares), BANK OF AMERICA CORP /DE/ (980K shares), RAYMOND JAMES & ASSOCIATES (542K shares), Boston Standard Wealth Management, LLC (264K shares), COMMONWEALTH EQUITY SERVICES, LLC (212K shares), Cambridge Investment Research Advisors, Inc. (171K shares), LBMC INVESTMENT ADVISORS, LLC (141K shares), Regal Investment Advisors LLC (139K shares), RFG Advisory, LLC (134K shares), and Ahrens Investment Partners LLC (123K shares).
This table shows the top 145 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.