Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
2,586,323
-
Shares change
-
+120,136
-
Total reported value, excl. options
-
$86,272,000
-
Value change
-
+$4,046,864
-
Number of buys
-
34
-
Number of sells
-
-16
-
Price
-
$33.38
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q3 2016
62 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q3 2016.
ISHARES TR - CORE 30/70 CONSE (AOK) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,586,323 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (552,936 shares), LPL Financial LLC (240,903 shares), BlackRock Institutional Trust Company, N.A. (237,663 shares), WELLS FARGO & COMPANY/MN (210,737 shares), Madden Advisory Services, Inc. (162,490 shares), Harwood Advisory Group, LLC (154,764 shares), MORGAN STANLEY (130,159 shares), Live Your Vision, LLC (91,122 shares), AMERIPRISE FINANCIAL INC (61,412 shares), and Commonwealth Equity Services, Inc (51,311 shares).
This table shows the top 57 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.