Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Total 13F shares
-
1,478,038
-
Share change
-
-26,854
-
Total reported value
-
$67,401,685
-
Price per share
-
$45.60
-
Number of holders
-
62
-
Value change
-
-$1,135,152
-
Number of buys
-
25
-
Number of sells
-
17
Institutional Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q4 2022
As of 31 Dec 2022,
ISHARES TR - MRGSTR SM CP ETF (ISCB) was held by
62 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,478,038 shares.
The largest 10 holders included
MORGAN STANLEY, AVANTAX ADVISORY SERVICES, INC., LPL Financial LLC, WELLS FARGO & COMPANY/MN, UBS Group AG, Atria Wealth Solutions, Inc., AMERIPRISE FINANCIAL INC, Gladstone Institutional Advisory LLC, GOLDMAN SACHS GROUP INC, and BANK OF AMERICA CORP /DE/.
This page lists
62
institutional shareholders reporting positions in this security
for the Q4 2022 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.