ISHARES TR - CORE 60/40 BALAN (AOR)

CUSIP: 464289867

Q4 2013 13F Holders as of 31 Dec 2013

Type / Class
Equity / CORE 60/40 BALAN
Total 13F shares
898,676
Share change
+8,426
Total reported value
$34,602,470
Price per share
$38.51
Number of holders
41
Value change
+$324,500
Number of buys
1
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 464289867?
CUSIP 464289867 identifies AOR - ISHARES TR - CORE 60/40 BALAN in SEC institutional holdings data.

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Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2013

As of 31 Dec 2013, ISHARES TR - CORE 60/40 BALAN (AOR) was held by 41 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 898,676 shares. The largest 10 holders included LPL Financial LLC, MORGAN STANLEY, MANAGED ACCOUNT ADVISORS LLC, Cetera Advisor Networks LLC, UBS AG, LBMC INVESTMENT ADVISORS, LLC, Ameriprise Financial Inc, VSR Financial Services, Inc., VSR Financial Services, Inc., and Efficient Advisors, LLC. This page lists 41 institutional shareholders reporting positions in this security for the Q4 2013 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.