Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
1,301,636
-
Shares change
-
+273,523
-
Total reported value, excl. options
-
$42,432,807
-
Value change
-
+$8,921,099
-
Number of buys
-
18
-
Number of sells
-
-16
-
Price
-
$32.60
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2014
44 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q4 2014.
ISHARES TR - CORE 30/70 CONSE (AOK) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,301,636 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (314,934 shares), LPL Financial LLC (239,657 shares), WELLS FARGO & COMPANY/MN (152,276 shares), Madden Advisory Services, Inc. (141,121 shares), BlackRock Institutional Trust Company, N.A. (75,842 shares), MANAGED ACCOUNT ADVISORS LLC (52,329 shares), ROYAL BANK OF CANADA (39,136 shares), Stonehearth Capital Management, LLC (30,722 shares), CFG Asset Management LLC (26,319 shares), and VSR Financial Services, Inc. (22,225 shares).
This table shows the top 37 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.