Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
25,083,612
-
Total 13F shares
-
12,049,734
-
Share change
-
-29,411
-
Total reported value
-
$709,213,384
-
Price per share
-
$58.82
-
Number of holders
-
123
-
Value change
-
-$1,011,117
-
Number of buys
-
54
-
Number of sells
-
53
Institutional Holders of ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) as of Q4 2023
As of 31 Dec 2023,
ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) was held by
123 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,049,734 shares.
The largest 10 holders included
Strategic Financial Services, Inc,, WELLS FARGO & COMPANY/MN, Acropolis Investment Management, LLC, BlackRock Inc., Ullmann Wealth Partners Group, LLC, Clearwater Capital Advisors, LLC, Financial Management Professionals, Inc., Integrated Wealth Concepts LLC, CWM, LLC, and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
123
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.