Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Number of holders
-
103
-
Total 13F shares, excl. options
-
3,920,099
-
Shares change
-
-372,878
-
Total reported value, excl. options
-
$193,155,115
-
Value change
-
-$20,091,824
-
Number of buys
-
32
-
Number of sells
-
-44
-
Price
-
$49.24
Significant Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q3 2021
113 filings reported holding ISCG - ISHARES TR - MRGSTR SM CP GR as of Q3 2021.
ISHARES TR - MRGSTR SM CP GR (ISCG) has 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,920,099 shares
.
Largest 10 shareholders include LPL Financial LLC (436,675 shares), WELLS FARGO & COMPANY/MN (434,658 shares), SEARCY FINANCIAL SERVICES INC /ADV (369,052 shares), BANK OF AMERICA CORP /DE/ (305,767 shares), AVANTAX ADVISORY SERVICES, INC. (287,544 shares), MORGAN STANLEY (236,448 shares), Matrix Trust Co (150,444 shares), AMERIPRISE FINANCIAL INC (125,661 shares), UBS Group AG (103,146 shares), and Kestra Advisory Services, LLC (92,925 shares).
This table shows the top 103 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.