Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
971,957
-
Shares change
-
+194,213
-
Total reported value, excl. options
-
$32,151,664
-
Value change
-
+$6,426,026
-
Number of buys
-
20
-
Number of sells
-
-11
-
Price
-
$33.08
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q2 2014
33 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q2 2014.
ISHARES TR - CORE 30/70 CONSE (AOK) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 971,957 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (256,507 shares), LPL Financial LLC (228,607 shares), Madden Advisory Services, Inc. (147,893 shares), BlackRock Institutional Trust Company, N.A. (40,257 shares), MORGAN STANLEY (38,281 shares), CFG Asset Management LLC (32,759 shares), KCG Holdings, Inc. (32,102 shares), WELLS FARGO & COMPANY/MN (28,112 shares), UBS AG (23,473 shares), and Cambridge Investment Research Advisors, Inc. (22,348 shares).
This table shows the top 31 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.