Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
1,285,951
-
Shares change
-
+11,042
-
Total reported value, excl. options
-
$73,584,086
-
Value change
-
+$636,710
-
Number of buys
-
24
-
Number of sells
-
-15
-
Price
-
$57.22
Significant Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q4 2021
65 filings reported holding ISCB - ISHARES TR - MRGSTR SM CP ETF as of Q4 2021.
ISHARES TR - MRGSTR SM CP ETF (ISCB) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,285,951 shares
.
Largest 10 shareholders include MORGAN STANLEY (351,503 shares), LPL Financial LLC (99,173 shares), AVANTAX ADVISORY SERVICES, INC. (86,114 shares), ADVISOR GROUP HOLDINGS, INC. (70,474 shares), AMERIPRISE FINANCIAL INC (53,213 shares), UBS Group AG (39,295 shares), Sowell Financial Services LLC (37,349 shares), WELLS FARGO & COMPANY/MN (36,920 shares), Brand Asset Management Group, Inc. (36,198 shares), and BANK OF AMERICA CORP /DE/ (33,527 shares).
This table shows the top 63 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.