Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
95
-
Total 13F shares, excl. options
-
6,527,479
-
Shares change
-
+141,999
-
Total reported value, excl. options
-
$257,681,059
-
Value change
-
+$5,807,995
-
Number of buys
-
54
-
Number of sells
-
-33
-
Price
-
$40.03
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q2 2016
104 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q2 2016.
ISHARES TR - CORE 60/40 BALAN (AOR) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,527,479 shares
.
Largest 10 shareholders include Strategic Wealth Partners Group LLC (1,713,425 shares), BANK OF AMERICA CORP /DE/ (1,116,841 shares), BlackRock Institutional Trust Company, N.A. (659,616 shares), UBS Group AG (364,937 shares), ENVESTNET ASSET MANAGEMENT INC (286,864 shares), WELLS FARGO & COMPANY/MN (258,891 shares), MORGAN STANLEY (214,153 shares), LPL Financial LLC (164,784 shares), Snowden Capital Advisors LLC (142,571 shares), and JANE STREET GROUP, LLC (96,221 shares).
This table shows the top 95 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.