Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / iShares Morningstar Value ETF
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Number of holders
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48
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Total 13F shares, excl. options
-
1.19M
-
Shares change
-
+51.5K
-
Total reported value, excl. options
-
$99.4M
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Value change
-
+$4.46M
-
Number of buys
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23
-
Number of sells
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-20
-
Price
-
$83.91
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q1 2016
54 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q1 2016.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.19M shares
.
Largest 10 shareholders include AXA (199K shares), ROYAL BANK OF CANADA (144K shares), MORGAN STANLEY (107K shares), WELLS FARGO & COMPANY/MN (105K shares), LPL Financial LLC (105K shares), SPC Financial, Inc. (84.2K shares), BANK OF AMERICA CORP /DE/ (82.7K shares), GOLDMAN SACHS GROUP INC (59.9K shares), UBS Group AG (58.4K shares), and National Planning Corp (36.6K shares).
This table shows the top 48 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.