Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
48
-
Total 13F shares, excl. options
-
2,488,281
-
Shares change
-
-611,901
-
Total reported value, excl. options
-
$80,247,000
-
Value change
-
-$19,741,730
-
Number of buys
-
25
-
Number of sells
-
-24
-
Price
-
$32.28
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q1 2016
57 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q1 2016.
ISHARES TR - CORE 30/70 CONSE (AOK) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,488,281 shares
.
Largest 10 shareholders include LPL Financial LLC (451,315 shares), BANK OF AMERICA CORP /DE/ (439,063 shares), WELLS FARGO & COMPANY/MN (165,620 shares), WEALTHSOURCE PARTNERS, LLC (163,987 shares), Madden Advisory Services, Inc. (160,635 shares), BlackRock Institutional Trust Company, N.A. (158,203 shares), MORGAN STANLEY (156,454 shares), Live Your Vision, LLC (106,641 shares), Well Done, LLC (82,804 shares), and UBS Group AG (73,588 shares).
This table shows the top 48 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.