Institutional Ownership Ishares Factors Us Growth Styl (STLG)
This table provides information about the institutional ownership of Ishares Factors Us Growth Styl (STLG). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 1.2 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
283,922
shares
|
$14.3 Million
4.0% of portfolio
|
Q3 2024
Added 35.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
170,370
shares
|
$8.57 Million
0.03% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
127,697
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
103,194
shares
|
$5.19 Million
0.41% of portfolio
|
Q4 2024
Added 64.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
101,527
shares
|
$5.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
87,345
shares
|
$4.39 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
79,455
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
70,886
shares
|
$3.57 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
68,504
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,397
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
19,612
shares
|
$986,679
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,534
shares
|
$831,825
0.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
14,566
shares
|
$732,815
0.38% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,404
shares
|
$523,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,119
shares
|
$509,086
0.0% of portfolio
|
Q3 2024
Added 152.09%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
9,614
shares
|
$483,680
0.78% of portfolio
|
Q3 2024
Added 65.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
8,699
shares
|
$437,646
0.02% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,006
shares
|
$352,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,712
shares
|
$337,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,000
shares
|
$301,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,700
shares
|
$236,457
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,093
shares
|
$205,918
0.01% of portfolio
|
Q3 2024
Added 253.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,011
shares
|
$201,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,866
shares
|
$194,498
0.0% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,481
shares
|
$175,129
0.0% of portfolio
|
Q3 2024
Reduced 84.11%
|