Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / MORNINGSTAR GRWT
-
Total 13F shares
-
1,941,584
-
Share change
-
-121,537
-
Total reported value
-
$193,399,532
-
Price per share
-
$99.61
-
Number of holders
-
60
-
Value change
-
-$12,109,164
-
Number of buys
-
26
-
Number of sells
-
20
Institutional Holders of ISHARES TR - MORNINGSTAR GRWT (ILCG) as of Q1 2014
As of 31 Mar 2014,
ISHARES TR - MORNINGSTAR GRWT (ILCG) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,941,584 shares.
The largest 10 holders included
AXA, BANK OF AMERICA CORP /DE/, Baystate Wealth Management LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, UBS AG, LPL Financial LLC, Commonwealth Equity Services, Inc, CLS Investments, LLC, and SG Americas Securities, LLC.
This page lists
60
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| 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.