HolderBook

ISHARES TR (STLV)

Institutional ownership reported to the SEC as of Q3 2023, across 15 quarters.

4
Reporting holders
$1.1M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Tower Research Capital LLC (TRC)$849.1K31,9700.03%15q-9.8%-$92.2K
GOLDMAN SACHS GROUP INC$220.8K8,3140.00%5qHELD
UBS Group AG$15960.00%7q-60.0%
MORGAN STANLEY$13350.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20234$1.1M40,2951020.0%
Q2 20234$1.9M69,5750110.0%
Q1 20234$909.3K66,2420020.0%
Q4 20224$910.8K67,5260210.0%
Q3 20226$1.6M65,3492110.0%
Q2 20225$1.7M65,3852200.0%
Q1 20224$1.4M47,4941100.0%
Q4 20213$1.4M45,5092010.0%
Q3 20213$475.0K16,6801100.0%
Q2 20212$239.0K8,2101100.0%
Q1 20211$140.0K5,1010100.0%
Q4 20201$5.0K1940010.0%
Q3 20201$153.0K7,2470010.0%
Q2 20202$1.2M58,9001010.0%
Q1 20202$2.5M145,9722000.0%