Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
183,395
-
Shares change
-
-258,045
-
Total reported value, excl. options
-
$5,304,000
-
Value change
-
-$7,044,687
-
Number of buys
-
5
-
Number of sells
-
-7
-
Price
-
$28.92
Significant Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q3 2020
13 filings reported holding HSCZ - ISHARES TR - MSCI EAFE SMCP as of Q3 2020.
ISHARES TR - MSCI EAFE SMCP (HSCZ) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 183,395 shares
.
Largest 10 shareholders include Sawtooth Solutions, LLC (42,736 shares), AE Wealth Management LLC (42,736 shares), GOFEN & GLOSSBERG LLC /IL/ (27,100 shares), Raymond James Financial Services Advisors, Inc. (24,649 shares), BANK OF AMERICA CORP /DE/ (17,147 shares), Dynamic Advisor Solutions LLC (11,018 shares), CAPITAL WEALTH MANAGEMENT, LLC (8,030 shares), Carroll Financial Associates, Inc. (5,400 shares), ADVISOR GROUP HOLDINGS, INC. (4,579 shares), and CITADEL ADVISORS LLC (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.