Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / AGGRES ALLOC ETF
-
Number of holders
-
143
-
Total shares
-
7.46M
-
Shares change
-
+4.18M
-
Total reported value, excl. options
-
$362M
-
Value change
-
+$202M
-
Number of buys
-
75
-
Number of sells
-
-55
-
Price
-
$48.55
Significant Holders of ISHARES TR - AGGRES ALLOC ETF (AOA) as of Q4 2018
142 filings reported holding AOA - ISHARES TR - AGGRES ALLOC ETF as of Q4 2018.
ISHARES TR - AGGRES ALLOC ETF (AOA) has 143 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.46M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (3.01M shares), BANK OF AMERICA CORP /DE/ (980K shares), RAYMOND JAMES & ASSOCIATES (542K shares), COMMONWEALTH EQUITY SERVICES, LLC (212K shares), Cambridge Investment Research Advisors, Inc. (171K shares), LBMC INVESTMENT ADVISORS, LLC (141K shares), Regal Investment Advisors LLC (139K shares), RFG Advisory, LLC (134K shares), Ahrens Investment Partners LLC (123K shares), and CARY STREET PARTNER INVESTMENT ADVISORY LLC (114K shares).
This table shows the top 143 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.