Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Total 13F shares
-
1,380,393
-
Share change
-
+236,440
-
Total reported value
-
$167,437,796
-
Price per share
-
$121.34
-
Number of holders
-
62
-
Value change
-
+$28,589,929
-
Number of buys
-
39
-
Number of sells
-
20
Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q1 2015
As of 31 Mar 2015,
ISHARES TR - MORNINGSTR US EQ (ILCB) was held by
62 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,380,393 shares.
The largest 10 holders included
Crestwood Advisors LLC, AXA, JPMORGAN CHASE & CO, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, UBS Group AG, MORGAN STANLEY, Ameriprise Financial Inc, WELLS FARGO & COMPANY/MN, and Citadel Advisors LLC.
This page lists
62
institutional shareholders reporting positions in this security
for the Q1 2015 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.