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 22 institutions that hold shares in the stock, with a total of 752,516 shares, which have been reported (via 13F filing form) to have a value of $37.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
209,796
shares
|
$10.6 Million
3.33% of portfolio
|
Q2 2024
Added 54.34%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
72,512
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2024
Added 130.6%
|
|
|
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
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
62,923
shares
|
$3.17 Million
0.49% of portfolio
|
Q3 2024
Added 35.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
21,902
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
Added 108.93%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,399
shares
|
$825,033
0.02% of portfolio
|
Q3 2024
Added 65.13%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
14,720
shares
|
$740,563
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,679
shares
|
$386,330
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,000
shares
|
$301,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Aug 14, 2024 Q2 2024 |
5,809
shares
|
$292,250
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
4,700
shares
|
$236,457
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
4,667
shares
|
$234,796
0.0% of portfolio
|
Q2 2024
Added 4.38%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,093
shares
|
$205,918
0.01% of portfolio
|
Q3 2024
Added 253.76%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,014
shares
|
$201,944
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
218
shares
|
$10,967
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
183
shares
|
$9,206
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
134
shares
|
$6,741
0.0% of portfolio
|
Q4 2023
Added 94.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|