Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Total 13F shares
-
7,915,069
-
Share change
-
-730,112
-
Total reported value
-
$393,858,634
-
Price per share
-
$49.76
-
Number of holders
-
146
-
Value change
-
-$35,889,677
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Number of buys
-
69
-
Number of sells
-
54
Institutional Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q2 2025
As of 30 Jun 2025 ISHARES TR - MRGSTR SM CP GR (ISCG) had 146 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,915,069 shares of stock of the company.
Largest 10 holders included Focus Partners Wealth, JPMORGAN CHASE & CO, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, LPL Financial LLC, AVANTAX ADVISORY SERVICES, INC., BANK OF AMERICA CORP /DE/, Rockport Wealth LLC, Gallagher Fiduciary Advisors, LLC, Atria Investments, Inc, and CWM, LLC.
This table shows 146 institutional shareholders of the security as of 30 Jun 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.