Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
1,344,048
-
Shares change
-
+128,510
-
Total reported value, excl. options
-
$39,407,272
-
Value change
-
+$3,816,738
-
Number of buys
-
19
-
Number of sells
-
-11
-
Price
-
$29.30
Significant Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q4 2023
37 filings reported holding HSCZ - ISHARES TR - MSCI EAFE SMCP as of Q4 2023.
ISHARES TR - MSCI EAFE SMCP (HSCZ) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,344,048 shares
.
Largest 10 shareholders include CAPITAL WEALTH MANAGEMENT, LLC (236,752 shares), Berkeley, Inc (192,503 shares), AE Wealth Management LLC (164,997 shares), COMMONWEALTH EQUITY SERVICES, LLC (124,521 shares), Systelligence, LLC (119,209 shares), BANK OF AMERICA CORP /DE/ (104,600 shares), LPL Financial LLC (62,124 shares), Cetera Advisor Networks LLC (52,414 shares), Certified Advisory Corp (45,040 shares), and OLD MISSION CAPITAL LLC (41,438 shares).
This table shows the top 33 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.