Q4 2017 13F Holders as of 31 Dec 2017
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Type / Class
-
Equity / CORE 60/40 BALAN
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Number of holders
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129
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Total 13F shares, excl. options
-
7,347,678
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Shares change
-
+174,113
-
Total reported value, excl. options
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$329,923,080
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Value change
-
+$7,906,913
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Number of buys
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64
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Number of sells
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40
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Price
-
$44.92
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2017
As of 31 Dec 2017 ISHARES TR - CORE 60/40 BALAN (AOR) had 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,347,678 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, BlackRock Inc., Strategic Wealth Partners Group LLC, LPL Financial LLC, UBS Group AG, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Raymond James Financial Services Advisors, Inc., and Cambridge Investment Research Advisors, Inc..
This table shows 129 institutional shareholders of the security as of 31 Dec 2017.
| 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.