Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
25,083,612
-
Total 13F shares
-
11,889,432
-
Share change
-
-3,845,020
-
Total reported value
-
$615,078,152
-
Price per share
-
$51.73
-
Number of holders
-
113
-
Value change
-
-$198,958,931
-
Number of buys
-
51
-
Number of sells
-
47
Institutional Holders of ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) as of Q3 2023
As of 30 Sep 2023,
ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) was held by
113 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,889,432 shares.
The largest 10 holders included
Strategic Financial Services, Inc,, WELLS FARGO & COMPANY/MN, Acropolis Investment Management, LLC, BlackRock Inc., CWM, LLC, Ullmann Wealth Partners Group, LLC, Clearwater Capital Advisors, LLC, Integrated Wealth Concepts LLC, Financial Management Professionals, Inc., and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
113
institutional shareholders reporting positions in this security
for the Q3 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.