Security key
464288208
- Type / Class
- Equity / MRGSTR MD CP ETF
- Total 13F shares
- 7,107,308
- Share change
- -332,795
- Total reported value
- $526,410,767
- Price per share
- $74.08
- Number of holders
- 175
- Value change
- -$25,048,949
- Number of buys
- 64
- Number of sells
- 67
Report period
Q1 2025
Institutions
175
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 464288208
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 Q1 2025
As of 31 Mar 2025,
ISHARES TR - MRGSTR MD CP ETF (IMCB) was held by
175 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,107,308 shares.
The largest 10 holders included
UBS Group AG, MORGAN STANLEY, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES FINANCIAL INC, MEANS INVESTMENT CO., INC., Cetera Investment Advisers, Steele Capital Management, Inc., Matrix Trust Co, and OSAIC HOLDINGS, INC..
This page lists
175
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
184
Q1 2025 holders
175
Holder diff
-9
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.