Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Number of holders
-
137
-
Total 13F shares, excl. options
-
8,653,719
-
Shares change
-
+1,614,349
-
Total reported value, excl. options
-
$389,896,510
-
Value change
-
+$72,575,385
-
Number of buys
-
61
-
Number of sells
-
49
-
Price
-
$45.05
Institutional Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q1 2025
As of 31 Mar 2025 ISHARES TR - MRGSTR SM CP GR (ISCG) had 147 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 8,653,719 shares of stock of the company.
Largest 10 holders included Focus Partners Wealth, JPMORGAN CHASE & CO, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, AVANTAX ADVISORY SERVICES, INC., LPL Financial LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, CWM, LLC, Gallagher Fiduciary Advisors, LLC, and Atria Investments, Inc.
This table shows 147 institutional shareholders of the security as of 31 Mar 2025.
| 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.