Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
386,256
-
Shares change
-
+139,769
-
Total reported value, excl. options
-
$77,053,651
-
Value change
-
+$28,143,687
-
Number of buys
-
22
-
Number of sells
-
-22
-
Price
-
$199.50
Significant Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q1 2019
64 filings reported holding ISCG - ISHARES TR - MRGSTR SM CP GR as of Q1 2019.
ISHARES TR - MRGSTR SM CP GR (ISCG) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 386,256 shares
.
Largest 10 shareholders include SEARCY FINANCIAL SERVICES INC /ADV (66,034 shares), MORGAN STANLEY (58,281 shares), Allianz Asset Management GmbH (48,203 shares), LPL Financial LLC (32,081 shares), WELLS FARGO & COMPANY/MN (28,319 shares), GOLDMAN SACHS GROUP INC (20,114 shares), STIFEL FINANCIAL CORP (12,660 shares), AMERIPRISE FINANCIAL INC (12,369 shares), BANK OF AMERICA CORP /DE/ (11,128 shares), and H D Vest Advisory Services (9,839 shares).
This table shows the top 57 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.