Security key
46435G839
- Type / Class
- Equity / MSCI EAFE SMCP
- Total 13F shares
- 919,931
- Share change
- +51,405
- Total reported value
- $25,180,852
- Price per share
- $27.38
- Number of holders
- 24
- Value change
- +$1,521,105
- Number of buys
- 11
- Number of sells
- 14
Report period
Q1 2023
Institutions
24
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 46435G839
Recent filing periods:
Top shareholders of HSCZ - ISHARES TR - MSCI EAFE SMCP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q1 2023
As of 31 Mar 2023,
ISHARES TR - MSCI EAFE SMCP (HSCZ) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
919,931 shares.
The largest 10 holders included
CAPITAL WEALTH MANAGEMENT, LLC, Berkeley, Inc, AE Wealth Management LLC, BANK OF AMERICA CORP /DE/, Cetera Advisor Networks LLC, LPL Financial LLC, FLOW TRADERS U.S. LLC, Comprehensive Wealth Management, LLC, Dynamic Advisor Solutions LLC, and MML INVESTORS SERVICES, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
29
Q1 2023 holders
24
Holder diff
-5
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.