Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
7,347,678
-
Share change
-
+174,113
-
Total reported value
-
$329,923,080
-
Price per share
-
$44.92
-
Number of holders
-
129
-
Value change
-
+$7,906,913
-
Number of buys
-
64
-
Number of sells
-
40
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) was held by
129 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,347,678 shares.
The 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 page lists
129
institutional shareholders reporting positions in this security
for the Q4 2017 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.