Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
62
-
Total 13F shares, excl. options
-
4,023,461
-
Shares change
-
+2,284,129
-
Total reported value, excl. options
-
$161,412,067
-
Value change
-
+$91,648,455
-
Number of buys
-
30
-
Number of sells
-
-13
-
Price
-
$40.12
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2014
65 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q4 2014.
ISHARES TR - CORE 60/40 BALAN (AOR) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,023,461 shares
.
Largest 10 shareholders include MANAGED ACCOUNT ADVISORS LLC (1,044,147 shares), HHG & Company, LLC (463,322 shares), BANK OF AMERICA CORP /DE/ (429,057 shares), Placemark Investments, Inc. (266,925 shares), BlackRock Institutional Trust Company, N.A. (247,316 shares), UBS Group AG (214,185 shares), CPCM, LLC (199,823 shares), LPL Financial LLC (161,147 shares), MORGAN STANLEY (141,881 shares), and VSR Financial Services, Inc. (67,533 shares).
This table shows the top 62 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.