Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CORE S&P SCP ETF
-
Total 13F shares
-
1,998,180
-
Share change
-
-112,868
-
Total reported value
-
$216,303,008
-
Price per share
-
$108.25
-
Number of holders
-
44
-
Value change
-
-$11,187,562
-
Number of buys
-
16
-
Number of sells
-
12
Institutional Holders of ISHARES TR - CORE S&P SCP ETF (IJR) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - CORE S&P SCP ETF (IJR) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,998,180 shares.
The largest 10 holders included
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Bank of New York Mellon Corp, FMR LLC, GOLDMAN SACHS GROUP INC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, and UBS Group AG.
This page lists
2,296
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.