Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
7,275,016
-
Share change
-
-96,341
-
Total reported value
-
$324,208,759
-
Price per share
-
$44.57
-
Number of holders
-
144
-
Value change
-
-$4,339,177
-
Number of buys
-
80
-
Number of sells
-
46
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q1 2018
As of 31 Mar 2018,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
144 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,275,016 shares.
The largest 10 holders included
BlackRock Inc., BANK OF AMERICA CORP /DE/, Strategic Wealth Partners Group LLC, LPL Financial LLC, UBS Group AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, Cambridge Investment Research Advisors, Inc., and MARINO, STRAM & ASSOCIATES LLC.
This page lists
144
institutional shareholders reporting positions in this security
for the Q1 2018 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.