Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
1,070,244
-
Share change
-
+201,370
-
Total reported value
-
$41,893,210
-
Price per share
-
$39.14
-
Number of holders
-
41
-
Value change
-
+$7,933,536
-
Number of buys
-
22
-
Number of sells
-
18
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2014
As of 31 Mar 2014,
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
1,070,244 shares.
The largest 10 holders included
Placemark Investments, Inc., LPL Financial LLC, BlackRock Institutional Trust Company, N.A., MORGAN STANLEY, Cetera Advisor Networks LLC, BANK OF AMERICA CORP /DE/, LBMC INVESTMENT ADVISORS, LLC, VSR Financial Services, Inc., UBS AG, and ROYAL BANK OF CANADA.
This page lists
41
institutional shareholders reporting positions in this security
for the Q1 2014 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.