Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Number of holders
-
115
-
Total 13F shares, excl. options
-
3,868,830
-
Shares change
-
-193,932
-
Total reported value, excl. options
-
$192,055,015
-
Value change
-
-$9,665,510
-
Number of buys
-
41
-
Number of sells
-
-47
-
Price
-
$49.64
Significant Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q4 2021
125 filings reported holding ISCG - ISHARES TR - MRGSTR SM CP GR as of Q4 2021.
ISHARES TR - MRGSTR SM CP GR (ISCG) has 115 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,868,830 shares
.
Largest 10 shareholders include SEARCY FINANCIAL SERVICES INC /ADV (376,086 shares), WELLS FARGO & COMPANY/MN (366,976 shares), LPL Financial LLC (358,058 shares), AVANTAX ADVISORY SERVICES, INC. (327,366 shares), BANK OF AMERICA CORP /DE/ (316,067 shares), MORGAN STANLEY (268,677 shares), Matrix Trust Co (150,074 shares), AMERIPRISE FINANCIAL INC (117,326 shares), UBS Group AG (107,754 shares), and CWM, LLC (106,532 shares).
This table shows the top 115 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.