Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MSCI USA SMCP MN
-
Total 13F shares
-
12,572
-
Share change
-
-564
-
Total reported value
-
$448,693
-
Price per share
-
$35.69
-
Number of holders
-
1
-
Value change
-
-$20,129
-
Number of sells
-
1
Institutional Holders of ISHARES TR - MSCI USA SMCP MN (SMMV) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - MSCI USA SMCP MN (SMMV) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
12,572 shares.
The largest 10 holders included
MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, LPL Financial LLC, UBS Group AG, Cambridge Investment Research Advisors, Inc., Wade Financial Advisory, Inc, Creative Planning, and MML INVESTORS SERVICES, LLC.
This page lists
63
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.