Who owns ISHARES TR MSCI Small Cap msci small cap?
- Ticker: SCZ
- CUSIP Number: 464288273
Tip: Access positions for across all investors
Analyze quarterly positions in ISHARES TR MSCI Small Cap msci small cap with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of ISHARES TR MSCI Small Cap msci small cap stock
Who bought or sold ISHARES TR MSCI Small Cap msci small cap this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Natixis Asset Management Advisors | 7.2M | $457M | 11% | Mar 2024 |
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| State of New Jersey Common Pension Fund D | 5.3M | $326M | 0% | Dec 2023 |
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| Creative Planning | 5.2M | $320M | -1% | Dec 2023 |
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| Bank of New York Mellon | 4.6M | $284M | -10% | Dec 2023 |
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| Tiaa Trust, National Association | 4.2M | $260M | 1% | Dec 2023 |
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| Matson Money | 4.1M | $256M | -1% | Dec 2023 |
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| Goldman Sachs Group | 3.9M | $241M | 0% | Dec 2023 |
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| Bank of America Corporation | 2.0M | $124M | 4% | Dec 2023 |
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| Pnc Financial Services | 2.0M | $123M | -4% | Dec 2023 |
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| Modera Wealth Management | 1.9M | $118M | 2% | Dec 2023 |
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| Washington Trust Bank | 1.5M | $94M | -2% | Dec 2023 |
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| BKD Wealth Advisors | 1.2M | $76M | -3% | Mar 2024 |
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| Jane Street | 1.1M | $67M | 88% | Dec 2023 |
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| UBS Group | 1.1M | $66M | -2% | Dec 2023 |
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| HighTower Advisors | 930k | $58M | 22% | Dec 2023 |
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| Cassaday & Co Wealth Management | 910k | $56M | 384% | Dec 2023 |
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| Bank Of Montreal | 868k | $54M | 22% | Dec 2023 |
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| CI Private Wealth | 676k | $42M | -4% | Dec 2023 |
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| One Capital Management | 634k | $39M | -3% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 606k | $38M | -3% | Mar 2024 |
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| Coldstream Capital Management | 567k | $35M | 6% | Dec 2023 |
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| Franklin Resources | 544k | $34M | -13% | Dec 2023 |
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| H D Vest Advisory Services | 530k | $33M | 5% | Dec 2023 |
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| Colony | 499k | $31M | 100% | Dec 2023 |
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| Buckingham Asset Management | 491k | $30M | 2% | Dec 2023 |
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| Ballentine Partners | 484k | $31M | -15% | Mar 2024 |
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| Branch Banking & Trust Company | 438k | $27M | -10% | Dec 2023 |
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| Rsm Us Wealth Management | 423k | $26M | 8% | Dec 2023 |
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| Plan | 422k | $26M | 3% | Dec 2023 |
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| Moneta Group Investment Advisors | 412k | $26M | 0% | Dec 2023 |
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| Wells Fargo & Company | 399k | $25M | -3% | Dec 2023 |
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| Baker Avenue Asset Management | 398k | $25M | 14% | Dec 2023 |
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| Mariner Wealth Advisors | 352k | $22M | 135% | Dec 2023 |
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| Wellington Management Company | 349k | $22M | -38% | Dec 2023 |
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| Fifth Third Bancorp | 302k | $19M | -4% | Mar 2024 |
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| Bear Mountain Capital | 290k | $18M | -5% | Mar 2024 |
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| Brand Asset Management Group | 287k | $18M | 1% | Dec 2023 |
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| Advisor Group Holdings | 286k | $18M | -18% | Dec 2023 |
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| Wealthcare Advisory Partners | 278k | $18M | 9% | Mar 2024 |
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| Captrust Financial Advisors | 277k | $17M | 12% | Dec 2023 |
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| Quadrant Capital | 273k | $17M | 9% | Dec 2023 |
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| Russell Investments | 265k | $16M | 17% | Dec 2023 |
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| Shore Point Advisors | 258k | $16M | 1% | Dec 2023 |
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| Royal Bank of Canada | 256k | $16M | 2% | Dec 2023 |
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| Commonwealth Equity Services | 255k | $16M | -6% | Dec 2023 |
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| M^T Bank Corporation | 252k | $16M | -8% | Dec 2023 |
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| Envestnet Portfolio Solutions | 245k | $15M | 100% | Dec 2023 |
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| Savant Capital Management | 236k | $15M | -3% | Dec 2023 |
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| Pathstone Holdings | 233k | $14M | 100% | Dec 2023 |
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| Stifel Financial | 229k | $14M | 1% | Dec 2023 |
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| MAI Wealth Advisors | 214k | $13M | -1% | Dec 2023 |
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| American Financial Advisors | 208k | $13M | -4% | Mar 2024 |
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| First Citizens Bank & Trust | 202k | $13M | 30% | Mar 2024 |
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| Checchi Capital Advisers | 196k | $12M | -7% | Mar 2024 |
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| Wealth Architects | 194k | $12M | -3% | Dec 2023 |
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| Mission Wealth Management | 194k | $12M | -5% | Dec 2023 |
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| Citigroup | 193k | $12M | -4% | Dec 2023 |
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| Austin Private Wealth | 192k | $12M | -3% | Mar 2024 |
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| Klingman & Associates | 188k | $12M | 4% | Dec 2023 |
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| Parcion Private Wealth | 185k | $12M | -1% | Mar 2024 |
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| Alesco Advisors | 180k | $11M | -3% | Dec 2023 |
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| Pure Financial Advisors | 179k | $11M | -1% | Mar 2024 |
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| Warren Averett Asset Management | 171k | $11M | -4% | Dec 2023 |
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| Harding Loevner | 166k | $10M | 100% | Dec 2023 |
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| State of Wisconsin - Board of Commissioners of Public Lands | 166k | $10M | 0% | Dec 2023 |
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| Falcon Wealth Planning | 159k | $10M | -27% | Mar 2024 |
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| Barclays | 156k | $9.6M | -2% | Dec 2023 |
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| Covenant Partners | 152k | $9.4M | 5% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 149k | $9.4M | -3% | Mar 2024 |
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| RTD Financial Advisors | 147k | $9.3M | 2% | Mar 2024 |
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| Flow Traders US | 140k | $8.7M | 100% | Dec 2023 |
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| WESCAP Management | 136k | $8.4M | -1% | Dec 2023 |
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| Baird Financial | 135k | $8.3M | -1% | Dec 2023 |
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| Schoolcraft Capital | 132k | $8.4M | -3% | Mar 2024 |
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| Fairhaven Wealth Management | 131k | $8.1M | -22% | Dec 2023 |
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| Larson Financial Group | 127k | $7.9M | 28% | Dec 2023 |
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| Twin Focus Capital Partners | 126k | $7.8M | 0% | Dec 2023 |
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| Gail Mannix | 121k | $7.5M | -16% | Dec 2023 |
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| Ifrah Financial Services | 121k | $7.5M | 2% | Dec 2023 |
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| Charles Schwab Trust | 117k | $7.4M | 2% | Mar 2024 |
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| Investors Research Corp | 116k | $7.2M | -1% | Dec 2023 |
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| Adviser Investments | 115k | $7.1M | 487% | Dec 2023 |
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| Cullen Frost Bankers | 112k | $7.0M | 85% | Dec 2023 |
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| Us Bancorp | 111k | $6.9M | 2% | Dec 2023 |
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| Omega Financial Group | 110k | $7.0M | 3% | Mar 2024 |
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| Wintrust Financial Corporation | 110k | $6.8M | -4% | Dec 2023 |
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| Sound Stewardship | 109k | $6.7M | 6% | Dec 2023 |
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| Private Portfolio Partners | 104k | $6.4M | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 103k | $6.4M | 0% | Dec 2023 |
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| DORVAL Corp | 102k | $6.3M | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 102k | $6.3M | -60% | Dec 2023 |
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| Bank of Stockton Trust & Investment | 96k | $6.0M | -2% | Mar 2024 |
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| Raymond James & Associates | 95k | $6.0M | -12% | Mar 2024 |
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| Quent Capital | 94k | $5.8M | 8% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 93k | $5.7M | -18% | Dec 2023 |
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| Bank Of Hawaii | 93k | $5.7M | 2% | Dec 2023 |
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| Lincoln National | 92k | $5.7M | 1759% | Dec 2023 |
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| Cornerstone Management | 91k | $5.6M | -2% | Dec 2023 |
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| Heritage Trust | 88k | $5.5M | -1% | Dec 2023 |
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| Bp Wealth Management | 87k | $5.4M | 33% | Dec 2023 |
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| First Citizens Asset Management | 87k | $5.3M | 279% | Dec 2023 |
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| Baystate Wealth Management | 85k | $5.3M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 85k | $5.4M | -23% | Mar 2024 |
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| Beacon Pointe Advisors | 84k | $5.2M | 131% | Dec 2023 |
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| Bessemer | 84k | $5.2M | -1% | Dec 2023 |
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| Klaas Financial Asset Advisors | 80k | $5.1M | 2% | Mar 2024 |
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| Brooklyn FI | 80k | $5.1M | 3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 79k | $5.0M | -1% | Mar 2024 |
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| Bsc Private Wealth Management | 76k | $4.7M | -1% | Dec 2023 |
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| GW & Wade | 75k | $4.7M | -2% | Dec 2023 |
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| Umb Bank N A | 73k | $4.5M | -8% | Dec 2023 |
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| Harbor Advisory Corp | 72k | $4.5M | -6% | Dec 2023 |
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| Moody National Bank Trust Division | 71k | $4.5M | 0% | Mar 2024 |
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| Financiere des Professionnels - Fonds d,investissement | 70k | $4.4M | 0% | Mar 2024 |
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| Keel Point | 69k | $4.4M | 8% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 66k | $4.1M | -27% | Dec 2023 |
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| Fca Corp | 66k | $4.1M | 1% | Dec 2023 |
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| Stock Yards Trust Company | 64k | $4.0M | -3% | Dec 2023 |
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| My Personal CFO | 64k | $4.0M | 4% | Mar 2024 |
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| LWMG | 63k | $3.9M | 12% | Dec 2023 |
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| IFG Advisors | 61k | $3.9M | 5% | Mar 2024 |
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| Wsfs Capital Management | 60k | $3.7M | 12% | Dec 2023 |
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| Aspiriant | 59k | $3.7M | 2% | Mar 2024 |
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| Simplicity Wealth | 59k | $3.7M | 1458% | Mar 2024 |
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| Acropolis Investment Management | 58k | $3.7M | -2% | Mar 2024 |
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| Total Wealth Planning | 58k | $3.7M | -4% | Mar 2024 |
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| Kestra Private Wealth Services | 58k | $3.6M | 4% | Dec 2023 |
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| LTG Capital | 56k | $3.5M | 0% | Dec 2023 |
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| Fonville Wealth Management | 55k | $3.4M | 100% | Dec 2023 |
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| Pensionmark Financial Group | 55k | $3.4M | 100% | Dec 2023 |
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| Bleakley Financial Group | 54k | $3.4M | 5% | Dec 2023 |
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| Sawtooth Asset Management | 54k | $3.4M | 5% | Dec 2023 |
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| Goldstein Advisors | 54k | $3.3M | 3% | Dec 2023 |
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| Bartlett & Co. | 53k | $3.3M | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 53k | $3.3M | 0% | Dec 2023 |
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| Mercer Global Advisors | 53k | $3.3M | -3% | Dec 2023 |
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| Meeder Asset Management | 52k | $3.2M | -1% | Dec 2023 |
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| Efficient Advisors | 51k | $3.1M | -4% | Dec 2023 |
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| Streettalk Advisors | 50k | $3.1M | -31% | Dec 2023 |
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| AE Wealth Management | 50k | $3.0M | 3% | Dec 2023 |
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| NBT Bank | 50k | $3.2M | 0% | Mar 2024 |
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| Telos Capital Management | 47k | $3.0M | 4% | Mar 2024 |
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| Vance Wealth | 47k | $2.9M | -5% | Dec 2023 |
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| Hancock Bank Trust Department | 46k | $2.8M | 4% | Dec 2023 |
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| Probity Advisors | 45k | $2.8M | -3% | Dec 2023 |
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| Parkside Financial Bank & Trust | 44k | $2.7M | 11% | Dec 2023 |
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| Pallas Capital Advisors | 44k | $2.8M | 0% | Mar 2024 |
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| NorthStar Asset Management | 44k | $2.7M | 100% | Dec 2023 |
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| Miracle Mile Advisors | 44k | $2.8M | -15% | Mar 2024 |
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| Summit Trail Advisors | 44k | $2.8M | -10% | Mar 2024 |
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| Nicholas Hoffman & Company | 44k | $2.8M | -1% | Mar 2024 |
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| Disciplined Investments | 43k | $2.7M | -7% | Mar 2024 |
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| Morris Financial Concepts | 43k | $2.7M | -20% | Mar 2024 |
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| Marcia E. Wade | 42k | $2.7M | -52% | Mar 2024 |
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| Acorn Financial Advisory Services | 41k | $2.5M | -30% | Dec 2023 |
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| Elm Partners Management | 40k | $2.5M | -35% | Dec 2023 |
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| Frank. Day | 39k | $2.4M | -23% | Dec 2023 |
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| Guidance Point Advisors | 31k | $1.9M | -38% | Dec 2023 |
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| Single Point Partners | 29k | $1.8M | -55% | Mar 2024 |
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| Victory Capital Management | 28k | $1.7M | -50% | Dec 2023 |
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| White Wing Wealth Management | 25k | $1.6M | -56% | Mar 2024 |
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| DRW Holdings | 9.6k | $597k | -92% | Dec 2023 |
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| Alliancebernstein | 4.1k | $255k | -91% | Dec 2023 |
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Who sold out of ISHARES TR MSCI Small Cap msci small cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Sep 2023 | 181k | $10M |
| Trellis Advisors | Sep 2023 | 127k | $7.1M |
| Brighton Jones | Sep 2023 | 122k | $6.9M |
| Brown Advisory Holdings Incorporated | Dec 2023 | 104k | $6.4M |
| Solitude Financial Services | Dec 2023 | 88k | $5.4M |