- Type / Class
- Equity / MRGSTR MD CP ETF
- Total 13F shares
- 565,664
- Share change
- -25,668
- Total reported value
- $78,615,795
- Price per share
- $139.16
- Number of holders
- 35
- Value change
- -$3,698,046
- Number of buys
- 15
- Number of sells
- 17
Quarterly Holders Quick Answers
What is CUSIP 464288208?
CUSIP 464288208 identifies IMCB - ISHARES TR - MRGSTR MD CP ETF in SEC institutional holdings data.
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Open the full security ownership history page.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 464288208:
Top shareholders of IMCB - ISHARES TR - MRGSTR MD CP ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - MRGSTR MD CP ETF (IMCB) as of Q3 2014
As of 30 Sep 2014,
ISHARES TR - MRGSTR MD CP ETF (IMCB) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
565,664 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UBS AG, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, LPL Financial LLC, PARSONS CAPITAL MANAGEMENT INC/RI, Ameriprise Financial Inc, National Planning Corp, NEXT Financial Group, Inc, and Commonwealth Equity Services, Inc.
This page lists
35
institutional shareholders reporting positions in this security
for the Q3 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2014 vs Q2 2014 Across Filers
Q2 2014 holders
39
Q3 2014 holders
35
Holder diff
-4
| Investor | Q2 2014 Shares | Q3 2014 Shares | Share Diff | Share Chg % | Q2 2014 Value $ | Q3 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.