Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Number of holders
-
83
-
Total 13F shares, excl. options
-
1,641,084
-
Shares change
-
+147,018
-
Total reported value, excl. options
-
$95,636,614
-
Value change
-
+$8,960,008
-
Number of buys
-
32
-
Number of sells
-
-31
-
Price
-
$58.28
Significant Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q2 2025
89 filings reported holding ISCB - ISHARES TR - MRGSTR SM CP ETF as of Q2 2025.
ISHARES TR - MRGSTR SM CP ETF (ISCB) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,641,084 shares
.
Largest 10 shareholders include MORGAN STANLEY (363,666 shares), Cetera Investment Advisers (197,039 shares), LPL Financial LLC (154,202 shares), WELLS FARGO & COMPANY/MN (71,549 shares), BANK OF AMERICA CORP /DE/ (65,600 shares), AVANTAX ADVISORY SERVICES, INC. (59,119 shares), GOLDMAN SACHS GROUP INC (43,648 shares), Goldstein Advisors, LLC (41,839 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (39,763 shares), and Gladstone Institutional Advisory LLC (37,840 shares).
This table shows the top 83 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.