Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
-
Equity / MSCI EAFE SMCP
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Number of holders
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24
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Total 13F shares, excl. options
-
919,931
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Shares change
-
+51,405
-
Total reported value, excl. options
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$25,180,852
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Value change
-
+$1,521,105
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Number of buys
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11
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Number of sells
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14
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Price
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$27.38
Institutional Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q1 2023
As of 31 Mar 2023 ISHARES TR - MSCI EAFE SMCP (HSCZ) had 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 919,931 shares of stock of the company.
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 table shows 30 institutional shareholders of the security as of 31 Mar 2023.
| 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.