Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Number of holders
-
66
-
Total 13F shares, excl. options
-
1,392,791
-
Shares change
-
+45,376
-
Total reported value, excl. options
-
$74,573,228
-
Value change
-
+$2,175,947
-
Number of buys
-
31
-
Number of sells
-
-21
-
Price
-
$53.54
Significant Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q1 2022
73 filings reported holding ISCB - ISHARES TR - MRGSTR SM CP ETF as of Q1 2022.
ISHARES TR - MRGSTR SM CP ETF (ISCB) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,392,791 shares
.
Largest 10 shareholders include MORGAN STANLEY (357,021 shares), LPL Financial LLC (95,282 shares), AVANTAX ADVISORY SERVICES, INC. (91,990 shares), ADVISOR GROUP HOLDINGS, INC. (69,381 shares), Atria Wealth Solutions, Inc. (61,689 shares), AMERIPRISE FINANCIAL INC (52,107 shares), Gladstone Institutional Advisory LLC (41,242 shares), UBS Group AG (40,607 shares), BANK OF AMERICA CORP /DE/ (40,235 shares), and Brand Asset Management Group, Inc. (36,218 shares).
This table shows the top 66 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.