Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Number of holders
-
149
-
Total 13F shares, excl. options
-
8,132,134
-
Shares change
-
+523,022
-
Total reported value, excl. options
-
$441,581,956
-
Value change
-
+$28,855,458
-
Number of buys
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74
-
Number of sells
-
-58
-
Price
-
$54.31
Significant Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q3 2025
166 filings reported holding ISCG - ISHARES TR - MRGSTR SM CP GR as of Q3 2025.
ISHARES TR - MRGSTR SM CP GR (ISCG) has 149 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,132,134 shares
.
Largest 10 shareholders include Focus Partners Wealth (998,236 shares), JPMORGAN CHASE & CO (823,072 shares), LPL Financial LLC (515,241 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (490,584 shares), Cetera Investment Advisers (396,963 shares), Rockport Wealth LLC (324,586 shares), Gallagher Fiduciary Advisors, LLC (301,538 shares), Atria Investments, Inc (297,748 shares), BANK OF AMERICA CORP /DE/ (259,642 shares), and CWM, LLC (242,436 shares).
This table shows the top 149 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.