Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
7,721,348
-
Share change
-
+4,428,941
-
Total reported value
-
$362,847,491
-
Price per share
-
$48.55
-
Number of holders
-
145
-
Value change
-
+$201,664,553
-
Number of buys
-
74
-
Number of sells
-
56
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q4 2018
As of 31 Dec 2018,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
145 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,721,348 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, Boston Standard Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., LBMC INVESTMENT ADVISORS, LLC, Regal Investment Advisors LLC, RFG Advisory, LLC, and Ahrens Investment Partners LLC.
This page lists
145
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| 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.