Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
96
-
Total 13F shares, excl. options
-
6,095,341
-
Shares change
-
-394,928
-
Total reported value, excl. options
-
$250,749,543
-
Value change
-
-$16,163,914
-
Number of buys
-
58
-
Number of sells
-
-34
-
Price
-
$41.15
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2016
103 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q3 2016.
ISHARES TR - CORE 60/40 BALAN (AOR) has 96 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,095,341 shares
.
Largest 10 shareholders include Strategic Wealth Partners Group LLC (1,407,091 shares), BANK OF AMERICA CORP /DE/ (1,126,963 shares), BlackRock Institutional Trust Company, N.A. (793,493 shares), UBS Group AG (354,430 shares), WELLS FARGO & COMPANY/MN (289,771 shares), MORGAN STANLEY (226,036 shares), LPL Financial LLC (179,656 shares), Raymond James Financial Services Advisors, Inc. (135,902 shares), Snowden Capital Advisors LLC (116,880 shares), and Commonwealth Equity Services, Inc (106,993 shares).
This table shows the top 96 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.