Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Total 13F shares
-
1,523,916
-
Share change
-
-23,291
-
Total reported value
-
$89,447,887
-
Price per share
-
$58.66
-
Number of holders
-
84
-
Value change
-
-$1,377,373
-
Number of buys
-
32
-
Number of sells
-
27
Institutional Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - MRGSTR SM CP ETF (ISCB) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,523,916 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, Atria Wealth Solutions, Inc., BANK OF AMERICA CORP /DE/, AVANTAX ADVISORY SERVICES, INC., CacheTech Inc., Adams Wealth Management, GOLDMAN SACHS GROUP INC, and Goldstein Advisors, LLC.
This page lists
84
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.