Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
4,552,239
-
Total 13F shares
-
3,004,997
-
Share change
-
+666,513
-
Total reported value
-
$78,550,595
-
Price per share
-
$26.14
-
Number of holders
-
38
-
Value change
-
+$17,458,489
-
Number of buys
-
11
-
Number of sells
-
12
Institutional Holders of iSHARES TRUST - Common Stock (MAXJ) as of Q4 2024
As of 31 Dec 2024,
iSHARES TRUST - Common Stock (MAXJ) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,004,997 shares.
The largest 10 holders included
Amplius Wealth Advisors, LLC, Strategic Blueprint, LLC, BlackRock, Inc., Balboa Wealth Partners, J. L. Bainbridge & Co., Inc., OneDigital Investment Advisors LLC, HighTower Advisors, LLC, PANORAMIC INVESTMENT ADVISORS, LLC, Snowden Capital Advisors LLC, and CRA Financial Services, LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q4 2024 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.