Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Number of holders
-
150
-
Total 13F shares, excl. options
-
7,347,941
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Shares change
-
-250,392
-
Total reported value, excl. options
-
$331,151,658
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Value change
-
-$11,014,817
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Number of buys
-
73
-
Number of sells
-
63
-
Price
-
$45.13
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q3 2018
As of 30 Sep 2018 ISHARES TR - CORE 60/40 BALAN (AOR) had 150 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,347,941 shares of stock of the company.
Largest 10 holders included BlackRock Inc., BANK OF AMERICA CORP /DE/, Strategic Wealth Partners Group LLC, LPL Financial LLC, UBS Group AG, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Cambridge Investment Research Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, and MARINO, STRAM & ASSOCIATES LLC.
This table shows 150 institutional shareholders of the security as of 30 Sep 2018.
| 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.