Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
347,143
-
Shares change
-
+7,236
-
Total reported value, excl. options
-
$12,195,367
-
Value change
-
+$423,623
-
Number of buys
-
7
-
Number of sells
-
-5
-
Price
-
$35.13
Significant Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q1 2021
14 filings reported holding HSCZ - ISHARES TR - MSCI EAFE SMCP as of Q1 2021.
ISHARES TR - MSCI EAFE SMCP (HSCZ) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 347,143 shares
.
Largest 10 shareholders include Berkeley, Inc (151,116 shares), AE Wealth Management LLC (67,460 shares), Raymond James Financial Services Advisors, Inc. (26,627 shares), JANE STREET GROUP, LLC (21,432 shares), BANK OF AMERICA CORP /DE/ (20,160 shares), Atlas Private Wealth Management (19,101 shares), GOFEN & GLOSSBERG LLC /IL/ (17,400 shares), CAPITAL WEALTH MANAGEMENT, LLC (6,612 shares), Dynamic Advisor Solutions LLC (6,258 shares), and Carroll Financial Associates, Inc. (5,400 shares).
This table shows the top 12 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.