Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
3,736,676
-
Share change
-
-3,862,310
-
Total reported value
-
$200,035,537
-
Price per share
-
$53.52
-
Number of holders
-
142
-
Value change
-
-$202,879,599
-
Number of buys
-
74
-
Number of sells
-
64
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2019
As of 31 Mar 2019,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
142 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,736,676 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, ASSETMARK, INC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., LBMC INVESTMENT ADVISORS, LLC, Trilogy Capital Inc., CAPTRUST FINANCIAL ADVISORS, WELLS FARGO & COMPANY/MN, Ahrens Investment Partners LLC, and LPL Financial LLC.
This page lists
143
institutional shareholders reporting positions in this security
for the Q1 2019 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.