Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
6,095,341
-
Share change
-
-394,928
-
Total reported value
-
$250,749,543
-
Price per share
-
$41.15
-
Number of holders
-
96
-
Value change
-
-$16,163,914
-
Number of buys
-
58
-
Number of sells
-
34
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2016
As of 30 Sep 2016,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
96 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,095,341 shares.
The largest 10 holders included
Strategic Wealth Partners Group LLC, BANK OF AMERICA CORP /DE/, BlackRock Institutional Trust Company, N.A., UBS Group AG, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Snowden Capital Advisors LLC, and Commonwealth Equity Services, Inc.
This page lists
96
institutional shareholders reporting positions in this security
for the Q3 2016 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.