Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
3,917,911
-
Shares change
-
+735,302
-
Total reported value, excl. options
-
$135,097,000
-
Value change
-
+$25,397,942
-
Number of buys
-
34
-
Number of sells
-
-25
-
Price
-
$34.48
Significant Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q3 2017
65 filings reported holding AOK - ISHARES TR - CORE 30/70 CONSE as of Q3 2017.
ISHARES TR - CORE 30/70 CONSE (AOK) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,917,911 shares
.
Largest 10 shareholders include Stuart Chaussee & Associates, Inc. (529,598 shares), MORGAN STANLEY (390,313 shares), LPL Financial LLC (320,100 shares), BlackRock Inc. (275,583 shares), Harwood Advisory Group, LLC (253,606 shares), Private Advisor Group, LLC (215,206 shares), WELLS FARGO & COMPANY/MN (200,889 shares), Madden Advisory Services, Inc. (168,228 shares), BANK OF AMERICA CORP /DE/ (158,843 shares), and Barber Financial Group, Inc. (157,546 shares).
This table shows the top 59 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.