Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Total 13F shares
-
6,843,654
-
Share change
-
+77,904
-
Total reported value
-
$335,204,891
-
Price per share
-
$48.96
-
Number of holders
-
123
-
Value change
-
+$4,341,647
-
Number of buys
-
58
-
Number of sells
-
51
Institutional Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - MRGSTR SM CP GR (ISCG) was held by
123 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,843,654 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, Colony Group, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/, AVANTAX ADVISORY SERVICES, INC., LPL Financial LLC, MORGAN STANLEY, Gallagher Fiduciary Advisors, LLC, Atria Investments, Inc, and WELLS FARGO & COMPANY/MN.
This page lists
123
institutional shareholders reporting positions in this security
for the Q3 2024 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.