Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
114
-
Total 13F shares, excl. options
-
6,922,622
-
Shares change
-
+392,368
-
Total reported value, excl. options
-
$310,455,319
-
Value change
-
+$17,692,340
-
Number of buys
-
66
-
Number of sells
-
-39
-
Price
-
$44.83
Significant Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2017
124 filings reported holding AOR - ISHARES TR - CORE 60/40 BALAN as of Q3 2017.
ISHARES TR - CORE 60/40 BALAN (AOR) has 114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,922,622 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (998,995 shares), BlackRock Inc. (980,838 shares), Strategic Wealth Partners Group LLC (788,227 shares), LPL Financial LLC (412,573 shares), UBS Group AG (352,279 shares), MORGAN STANLEY (300,641 shares), ENVESTNET ASSET MANAGEMENT INC (288,039 shares), WELLS FARGO & COMPANY/MN (282,619 shares), Raymond James Financial Services Advisors, Inc. (231,728 shares), and Lido Advisors, LLC (140,046 shares).
This table shows the top 114 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.