Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / Exchange Traded Funds
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Shares outstanding
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10,639,130
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Number of holders
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123
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Total 13F shares, excl. options
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4,594,609
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Shares change
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+99,658
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Total reported value, excl. options
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$278,328,487
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Value change
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+$5,885,214
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Number of buys
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51
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Number of sells
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-41
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Price
-
$60.59
Significant Holders of iSHARES TRUST - Exchange Traded Funds (IMCV) as of Q3 2023
133 filings reported holding IMCV - iSHARES TRUST - Exchange Traded Funds as of Q3 2023.
iSHARES TRUST - Exchange Traded Funds (IMCV) has 123 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,594,609 shares
of 10,639,130 outstanding shares and own 43% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (780,782 shares), Equitable Holdings, Inc. (553,794 shares), Orgel Wealth Management, LLC (325,949 shares), BANK OF AMERICA CORP /DE/ (253,466 shares), Matrix Trust Co (224,112 shares), WELLS FARGO & COMPANY/MN (208,847 shares), COMMONWEALTH EQUITY SERVICES, LLC (150,580 shares), OSAIC HOLDINGS, INC. (114,952 shares), LPL Financial LLC (110,811 shares), and UBS Group AG (107,494 shares).
This table shows the top 123 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.