Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
10,639,130
-
Total 13F shares
-
5,300,909
-
Share change
-
+489,676
-
Total reported value
-
$358,917,081
-
Price per share
-
$67.72
-
Number of holders
-
129
-
Value change
-
+$33,298,311
-
Number of buys
-
59
-
Number of sells
-
41
Institutional Holders of iSHARES TRUST - Exchange Traded Funds (IMCV) as of Q4 2023
As of 31 Dec 2023,
iSHARES TRUST - Exchange Traded Funds (IMCV) was held by
129 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,300,909 shares.
The largest 10 holders included
MORGAN STANLEY, Equitable Holdings, Inc., Orgel Wealth Management, LLC, BANK OF AMERICA CORP /DE/, Steele Capital Management, Inc., Matrix Trust Co, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, WELLS FARGO & COMPANY/MN, and Arlington Financial Advisors, LLC.
This page lists
130
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.