Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / U S EQUITY FACTR
-
Total 13F shares
-
36,373
-
Share change
-
+5,448
-
Total reported value
-
$1,756,426
-
Price per share
-
$48.29
-
Number of holders
-
2
-
Value change
-
+$263,080
-
Number of buys
-
2
Institutional Holders of ISHARES TR - U S EQUITY FACTR (LRGF) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - U S EQUITY FACTR (LRGF) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
36,373 shares.
The largest 10 holders included
Strategic Financial Services, Inc,, SigFig Wealth Management, LLC, Tolleson Wealth Management, Inc., WELLS FARGO & COMPANY/MN, Plancorp, LLC, Ullmann Wealth Partners Group, LLC, Stokes Family Office, LLC, Integrated Wealth Concepts LLC, Clearwater Capital Advisors, LLC, and Pettinga Financial Advisors, LLC.
This page lists
155
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.