Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
1,551,388
-
Shares change
-
-18,240
-
Total reported value, excl. options
-
$73,050,497
-
Value change
-
-$968,192
-
Number of buys
-
16
-
Number of sells
-
-29
-
Price
-
$47.08
Significant Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q3 2023
75 filings reported holding ISCB - ISHARES TR - MRGSTR SM CP ETF as of Q3 2023.
ISHARES TR - MRGSTR SM CP ETF (ISCB) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,551,388 shares
.
Largest 10 shareholders include MORGAN STANLEY (373,967 shares), AVANTAX ADVISORY SERVICES, INC. (183,838 shares), LPL Financial LLC (132,823 shares), CITADEL ADVISORS LLC (64,038 shares), Atria Wealth Solutions, Inc. (63,312 shares), BANK OF AMERICA CORP /DE/ (50,052 shares), GOLDMAN SACHS GROUP INC (43,648 shares), Gladstone Institutional Advisory LLC (42,042 shares), Goldstein Advisors, LLC (41,210 shares), and OSAIC HOLDINGS, INC. (38,616 shares).
This table shows the top 70 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.