Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
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Equity / MSCI USA SMCP MN
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Number of holders
-
9
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Total 13F shares, excl. options
-
113,358
-
Shares change
-
+55,622
-
Total reported value, excl. options
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$3,210,000
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Value change
-
+$1,580,294
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Number of buys
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7
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Number of sells
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-2
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Price
-
$28.27
Significant Holders of ISHARES TR - MSCI USA SMCP MN (SMMV) as of Q3 2017
10 filings reported holding SMMV - ISHARES TR - MSCI USA SMCP MN as of Q3 2017.
ISHARES TR - MSCI USA SMCP MN (SMMV) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 113,358 shares
.
Largest 10 shareholders include LPL Financial LLC (29,325 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (20,236 shares), Virtu Financial LLC (16,807 shares), NOTTINGHAM ADVISORS, INC. (16,500 shares), Community Bank, N.A. (15,000 shares), Private Advisor Group, LLC (13,303 shares), Advisor Group, Inc. (1,039 shares), Burt Wealth Advisors (717 shares), BANK OF AMERICA CORP /DE/ (431 shares), and UBS Group AG (0 shares).
This table shows the top 9 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.