Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
12,834,561
-
Shares change
-
+8,841,636
-
Total reported value, excl. options
-
$498,751,006
-
Value change
-
+$343,928,888
-
Number of buys
-
43
-
Number of sells
-
-29
-
Price
-
$38.88
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2015
90 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q4 2015.
ISHARES TR - CORE 60/40 BALAN (AOR) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,834,561 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (8,601,428 shares), BlackRock Institutional Trust Company, N.A. (531,783 shares), UBS Group AG (495,069 shares), LPL Financial LLC (445,836 shares), HHG & Company, LLC (346,301 shares), MORGAN STANLEY (296,019 shares), ENVESTNET ASSET MANAGEMENT INC (273,249 shares), WELLS FARGO & COMPANY/MN (263,709 shares), Stratos Wealth Partners, LTD. (177,377 shares), and Burt Wealth Advisors (142,868 shares).
This table shows the top 79 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.