Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Total 13F shares
-
390,303
-
Share change
-
+2,202
-
Total reported value
-
$21,661,253
-
Price per share
-
$55.46
-
Number of holders
-
21
-
Value change
-
+$122,736
-
Number of buys
-
9
-
Number of sells
-
8
Institutional Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - MRGSTR SM CP GR (ISCG) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
390,303 shares.
The largest 10 holders included
Matrix Trust Co, Certified Advisory Corp, Rodgers & Associates, LTD, Kendall Capital Management, Phoenix Wealth Advisors, Avior Wealth Management, LLC, DAVENPORT & Co LLC, Breakwater Capital Group, SILVER OAK SECURITIES, INCORPORATED, and Wealthcare Advisory Partners LLC.
This page lists
21
institutional shareholders reporting positions in this security
for the Q4 2025 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.