Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / MRGSTR SM CP ETF
-
Total 13F shares
-
1,522,334
-
Share change
-
+19,787
-
Total reported value
-
$72,157,622
-
Price per share
-
$47.40
-
Number of holders
-
66
-
Value change
-
+$1,009,729
-
Number of buys
-
22
-
Number of sells
-
22
Institutional Holders of ISHARES TR - MRGSTR SM CP ETF (ISCB) as of Q1 2023
As of 31 Mar 2023,
ISHARES TR - MRGSTR SM CP ETF (ISCB) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,522,334 shares.
The largest 10 holders included
MORGAN STANLEY, AVANTAX ADVISORY SERVICES, INC., LPL Financial LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, Atria Wealth Solutions, Inc., GOLDMAN SACHS GROUP INC, Gladstone Institutional Advisory LLC, Goldstein Advisors, LLC, and AMERIPRISE FINANCIAL INC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q1 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.