Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MRGSTR SM CP GR
-
Total 13F shares
-
8,132,134
-
Share change
-
+523,022
-
Total reported value
-
$441,581,956
-
Price per share
-
$54.31
-
Number of holders
-
149
-
Value change
-
+$28,855,457
-
Number of buys
-
74
-
Number of sells
-
58
Institutional Holders of ISHARES TR - MRGSTR SM CP GR (ISCG) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - MRGSTR SM CP GR (ISCG) was held by
149 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,132,134 shares.
The largest 10 holders included
Focus Partners Wealth, JPMORGAN CHASE & CO, LPL Financial LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Cetera Investment Advisers, Rockport Wealth LLC, Gallagher Fiduciary Advisors, LLC, Atria Investments, Inc, BANK OF AMERICA CORP /DE/, and CWM, LLC.
This page lists
149
institutional shareholders reporting positions in this security
for the Q3 2025 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.