Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
611,190
-
Shares change
-
+79,512
-
Total reported value, excl. options
-
$22,501,035
-
Value change
-
+$2,926,573
-
Number of buys
-
17
-
Number of sells
-
-8
-
Price
-
$36.82
Significant Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q4 2021
28 filings reported holding HSCZ - ISHARES TR - MSCI EAFE SMCP as of Q4 2021.
ISHARES TR - MSCI EAFE SMCP (HSCZ) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 611,190 shares
.
Largest 10 shareholders include Berkeley, Inc (157,842 shares), AE Wealth Management LLC (95,251 shares), Change Path, LLC (64,369 shares), Cetera Advisor Networks LLC (45,913 shares), CAPITAL WEALTH MANAGEMENT, LLC (33,649 shares), Sowell Financial Services LLC (31,255 shares), Raymond James Financial Services Advisors, Inc. (31,107 shares), Atlas Private Wealth Management (27,038 shares), BANK OF AMERICA CORP /DE/ (23,114 shares), and LPL Financial LLC (18,836 shares).
This table shows the top 26 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.