Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
113
-
Total 13F shares, excl. options
-
6,332,951
-
Shares change
-
-5,156,206
-
Total reported value, excl. options
-
$268,509,057
-
Value change
-
-$218,227,950
-
Number of buys
-
58
-
Number of sells
-
-45
-
Price
-
$42.39
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2017
125 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q1 2017.
ISHARES TR - CORE 60/40 BALAN (AOR) has 113 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,332,951 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (950,113 shares), BlackRock Inc. (906,746 shares), Strategic Wealth Partners Group LLC (832,649 shares), UBS Group AG (347,618 shares), WELLS FARGO & COMPANY/MN (333,602 shares), LPL Financial LLC (326,067 shares), MORGAN STANLEY (310,583 shares), ENVESTNET ASSET MANAGEMENT INC (288,035 shares), Raymond James Financial Services Advisors, Inc. (141,751 shares), and Commonwealth Equity Services, Inc (119,774 shares).
This table shows the top 113 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.