Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
-
Equity / iShares Morningstar Value ETF
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Number of holders
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44
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Total 13F shares, excl. options
-
1.1M
-
Shares change
-
-250K
-
Total reported value, excl. options
-
$94.7M
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Value change
-
-$21.2M
-
Number of buys
-
19
-
Number of sells
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-18
-
Price
-
$86.20
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2014
49 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q4 2014.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.1M shares
.
Largest 10 shareholders include ROYAL BANK OF CANADA (148K shares), AXA (133K shares), MORGAN STANLEY (123K shares), WELLS FARGO & COMPANY/MN (105K shares), Raymond James Financial Services Advisors, Inc. (72K shares), SPC Financial, Inc. (69.6K shares), UBS Group AG (64.2K shares), GOLDMAN SACHS GROUP INC (63.3K shares), LPL Financial LLC (59.5K shares), and National Planning Corp (31.9K shares).
This table shows the top 44 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.