Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Total 13F shares
-
4,352,195
-
Share change
-
+26,533
-
Total reported value
-
$168,646,019
-
Price per share
-
$38.76
-
Number of holders
-
112
-
Value change
-
+$687,762
-
Number of buys
-
47
-
Number of sells
-
37
Institutional Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - MRGSTR SM CP GR (ISCG) was held by
112 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,352,195 shares.
The largest 10 holders included
MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Gallagher Fiduciary Advisors, LLC, AVANTAX ADVISORY SERVICES, INC., BANK OF AMERICA CORP /DE/, LPL Financial LLC, WELLS FARGO & COMPANY/MN, Matrix Trust Co, AMERIPRISE FINANCIAL INC, and CWM, LLC.
This page lists
112
institutional shareholders reporting positions in this security
for the Q3 2023 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.