Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Total 13F shares
-
529,984
-
Share change
-
+13,498
-
Total reported value
-
$34,480,038
-
Price per share
-
$65.01
-
Number of holders
-
44
-
Value change
-
+$879,402
-
Number of buys
-
16
-
Number of sells
-
12
Institutional Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - MRGSTR SM CP ETF (ISCB) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
529,984 shares.
The largest 10 holders included
LPL Financial LLC, GOLDMAN SACHS GROUP INC, Goldstein Advisors, LLC, CHOREO, LLC, HighTower Advisors, LLC, Brand Asset Management Group, Inc., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, NATIONS FINANCIAL GROUP INC, /IA/ /ADV, and JPMORGAN CHASE & CO.
This page lists
44
institutional shareholders reporting positions in this security
for the Q4 2025 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.