Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
62
-
Total 13F shares, excl. options
-
3,196,365
-
Shares change
-
+474,509
-
Total reported value, excl. options
-
$108,619,208
-
Value change
-
+$16,114,509
-
Number of buys
-
40
-
Number of sells
-
-18
-
Price
-
$33.98
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q2 2017
66 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q2 2017.
ISHARES TR - CORE 30/70 CONSE (AOK) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,196,365 shares
.
Largest 10 shareholders include MORGAN STANLEY (339,081 shares), LPL Financial LLC (304,281 shares), BlackRock Inc. (273,674 shares), Harwood Advisory Group, LLC (196,995 shares), WELLS FARGO & COMPANY/MN (194,015 shares), Private Advisor Group, LLC (192,475 shares), Barber Financial Group, Inc. (177,525 shares), Madden Advisory Services, Inc. (165,044 shares), Raymond James Financial Services Advisors, Inc. (136,764 shares), and BANK OF AMERICA CORP /DE/ (131,820 shares).
This table shows the top 62 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.