Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / S&P MC 400VL ETF
-
Total 13F shares
-
128,751
-
Share change
-
+45,971
-
Total reported value
-
$13,953,395
-
Price per share
-
$114.04
-
Number of holders
-
10
-
Value change
-
+$4,513,135
-
Number of buys
-
5
Institutional Holders of ISHARES TR - S&P MC 400VL ETF (IJJ) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - S&P MC 400VL ETF (IJJ) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
128,751 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, FMR LLC, BANK OF AMERICA CORP /DE/, UBS Group AG, ENVESTNET ASSET MANAGEMENT INC, PNC FINANCIAL SERVICES GROUP, INC., AMERIPRISE FINANCIAL INC, D.A. DAVIDSON & CO., and Financial Engines Advisors L.L.C..
This page lists
731
institutional shareholders reporting positions in this security
for the Q4 2023 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.