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 |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 9.7M | $590M | -26% | Dec 2024 |
|
| Natixis Asset Management Advisors | 8.9M | $539M | 0% | Dec 2024 |
|
| Creative Planning | 4.7M | $285M | -3% | Dec 2024 |
|
| FMR | 4.5M | $272M | 21% | Dec 2024 |
|
| Goldman Sachs Group | 3.6M | $218M | 11% | Dec 2024 |
|
| BlackRock | 3.6M | $218M | 10% | Dec 2024 |
|
| State of New Jersey Common Pension Fund D | 3.6M | $216M | 0% | Dec 2024 |
|
| Bank of New York Mellon | 3.5M | $214M | -2% | Dec 2024 |
|
| Bank of America Corporation | 3.3M | $203M | 81% | Dec 2024 |
|
| Morgan Stanley | 2.6M | $160M | -2% | Dec 2024 |
|
| Modera Wealth Management | 2.4M | $147M | 7% | Dec 2024 |
|
| Pnc Financial Services | 1.7M | $101M | 0% | Dec 2024 |
|
| Tiaa Trust, National Association | 1.6M | $95M | -19% | Dec 2024 |
|
| Citigroup | 1.5M | $88M | 3132% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.3M | $79M | -1% | Dec 2024 |
|
| Envestnet Asset Management | 1.3M | $78M | -2% | Dec 2024 |
|
| Colony | 1.3M | $76M | 12% | Dec 2024 |
|
| Northern Trust | 1.1M | $68M | -1% | Dec 2024 |
|
| UBS Group | 1.1M | $65M | 28% | Dec 2024 |
|
| Cassaday & Co Wealth Management | 1.0M | $62M | 15% | Dec 2024 |
|
| BKD Wealth Advisors | 961k | $58M | -12% | Dec 2024 |
|
| Alberta Investment Management Corporation | 905k | $55M | 60% | Dec 2024 |
|
| HighTower Advisors | 776k | $47M | -4% | Dec 2024 |
|
| Coldstream Capital Management | 717k | $44M | 6% | Dec 2024 |
|
| Bank Of Montreal | 683k | $42M | 2% | Dec 2024 |
|
| H D Vest Advisory Services | 681k | $41M | 2% | Dec 2024 |
|
| One Capital Management | 657k | $40M | 0% | Dec 2024 |
|
| Financial Advisory Corp | 649k | $41M | -9% | Mar 2025 |
|
| CI Private Wealth | 645k | $39M | -4% | Dec 2024 |
|
| LPL Financial | 609k | $37M | 5% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 608k | $37M | 3% | Dec 2024 |
|
| Wellington Management Company | 587k | $36M | -15% | Dec 2024 |
|
| Bryn Mawr Trust | 579k | $35M | 1% | Dec 2024 |
|
| Franklin Resources | 540k | $33M | 17% | Dec 2024 |
|
| State of Tennessee, Treasury Department | 524k | $32M | -26% | Dec 2024 |
|
| Plan | 461k | $28M | 3% | Dec 2024 |
|
| Moneta Group Investment Advisors | 460k | $28M | -3% | Dec 2024 |
|
| Halbert Hargrove Global Advisors | 452k | $27M | -3% | Dec 2024 |
|
| Baker Avenue Asset Management | 435k | $26M | 1% | Dec 2024 |
|
| Ballentine Partners | 433k | $26M | -2% | Dec 2024 |
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| Federation des caisses Desjardins du Quebec | 433k | $26M | 11% | Dec 2024 |
|
| Nuveen Asset Management | 417k | $25M | 154% | Dec 2024 |
|
| Wells Fargo & Company | 394k | $24M | 21% | Dec 2024 |
|
| Rsm Us Wealth Management | 390k | $24M | -4% | Dec 2024 |
|
| Wealthcare Advisory Partners | 340k | $22M | 6% | Mar 2025 |
|
| Mill Creek Capital Advisors | 339k | $21M | -2% | Dec 2024 |
|
| Arvest Trust | 338k | $21M | 1% | Dec 2024 |
|
| Bear Mountain Capital | 314k | $20M | 7% | Dec 2024 |
|
| Quadrant Capital | 300k | $18M | 2% | Dec 2024 |
|
| Shakespeare Wealth Management | 288k | $18M | 3% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 287k | $17M | -8% | Dec 2024 |
|
| Branch Banking & Trust Company | 277k | $17M | 2% | Dec 2024 |
|
| Equitable Holdings | 271k | $17M | 0% | Dec 2024 |
|
| Shore Point Advisors | 263k | $16M | 4% | Dec 2024 |
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| Commonwealth Equity Services | 260k | $16M | 1% | Dec 2024 |
|
| MAI Wealth Advisors | 260k | $16M | 4% | Dec 2024 |
|
| Brand Asset Management Group | 248k | $16M | -22% | Mar 2025 |
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| Stifel Financial | 242k | $15M | -1% | Dec 2024 |
|
| Cetera Investment Advisers | 226k | $14M | 2% | Dec 2024 |
|
| Raymond James Financial | 225k | $14M | 100% | Dec 2024 |
|
| Royal Bank of Canada | 223k | $14M | 10% | Dec 2024 |
|
| Full Sail Capital | 216k | $13M | -2% | Dec 2024 |
|
| Checchi Capital Advisers | 214k | $13M | 10% | Dec 2024 |
|
| Savant Capital Management | 213k | $13M | -4% | Dec 2024 |
|
| First Citizens Bank & Trust | 212k | $14M | 6% | Mar 2025 |
|
| Mission Wealth Management | 202k | $12M | 1% | Dec 2024 |
|
| Fifth Third Bancorp | 200k | $13M | -7% | Mar 2025 |
|
| Burns Wealth Management | 190k | $12M | 0% | Dec 2024 |
|
| Wealth Architects | 186k | $11M | -1% | Dec 2024 |
|
| RTD Financial Advisors | 179k | $11M | 6% | Mar 2025 |
|
| Parcion Private Wealth | 178k | $11M | -1% | Dec 2024 |
|
| Klingman & Associates | 171k | $10M | -4% | Dec 2024 |
|
| Pure Financial Advisors | 164k | $10M | -2% | Dec 2024 |
|
| Austin Private Wealth | 164k | $9.9M | -6% | Dec 2024 |
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| Baird Financial | 157k | $9.5M | -15% | Dec 2024 |
|
| Pathstone Holdings | 157k | $9.5M | -30% | Dec 2024 |
|
| Alesco Advisors | 156k | $9.5M | -3% | Dec 2024 |
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| TrueNorth | 153k | $9.3M | 100% | Dec 2024 |
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| Captrust Financial Advisors | 152k | $9.2M | -1% | Dec 2024 |
|
| Advisor Group Holdings | 150k | $10M | -4% | Dec 2024 |
|
| Mariner Wealth Advisors | 149k | $9.1M | -60% | Dec 2024 |
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| Schoolcraft Capital | 141k | $9.0M | -2% | Mar 2025 |
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| M^T Bank Corporation | 138k | $8.4M | -9% | Dec 2024 |
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| WESCAP Management | 137k | $8.3M | -2% | Dec 2024 |
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| Omega Financial Group | 135k | $8.2M | 7% | Dec 2024 |
|
| Financiere des Professionnels - Fonds d,investissement | 135k | $8.2M | 0% | Dec 2024 |
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| Covenant Partners | 132k | $8.0M | 0% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 128k | $8.2M | -7% | Mar 2025 |
|
| Sound Stewardship | 128k | $8.1M | 1% | Mar 2025 |
|
| Shoker Investment Counsel | 127k | $7.7M | 1% | Dec 2024 |
|
| Fairhaven Wealth Management | 126k | $7.7M | 0% | Dec 2024 |
|
| FSM Wealth Advisors | 126k | $7.6M | 19% | Dec 2024 |
|
| DORVAL Corp | 124k | $7.5M | 5% | Dec 2024 |
|
| Ifrah Financial Services | 124k | $7.5M | 1% | Dec 2024 |
|
| Warren Averett Asset Management | 121k | $7.4M | -14% | Dec 2024 |
|
| Brighton Jones | 119k | $7.2M | 5% | Dec 2024 |
|
| Wintrust Financial Corporation | 117k | $7.1M | -1% | Dec 2024 |
|
| Charles Schwab Trust | 115k | $7.3M | 0% | Mar 2025 |
|
| Cullen Frost Bankers | 110k | $6.7M | 7% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 109k | $6.6M | 69% | Dec 2024 |
|
| Integrated Wealth Concepts | 108k | $6.6M | 13% | Dec 2024 |
|
| Private Portfolio Partners | 108k | $6.6M | 0% | Dec 2024 |
|
| Ameriprise Financial | 107k | $6.5M | -1% | Dec 2024 |
|
| Larson Financial Group | 107k | $6.5M | -7% | Dec 2024 |
|
| Bank of Stockton Trust & Investment | 102k | $6.2M | 2% | Dec 2024 |
|
| American Century Companies | 102k | $6.2M | 1525% | Dec 2024 |
|
| Gail Mannix | 101k | $6.1M | -17% | Dec 2024 |
|
| Bessemer | 101k | $6.1M | 6% | Dec 2024 |
|
| Arvest Investments | 101k | $6.4M | 0% | Mar 2025 |
|
| Investors Research Corp | 100k | $6.4M | -5% | Mar 2025 |
|
| Lake Street Advisors Group | 98k | $6.0M | -7% | Dec 2024 |
|
| Wsfs Capital Management | 96k | $5.9M | 12% | Dec 2024 |
|
| Washington Trust Bank | 93k | $5.7M | 8% | Dec 2024 |
|
| Sterling Capital Management | 92k | $5.6M | -10% | Dec 2024 |
|
| Goss Wealth Management | 92k | $5.6M | 3% | Dec 2024 |
|
| Fonville Wealth Management | 87k | $5.3M | 7% | Dec 2024 |
|
| Pinnacle Wealth Management Advisory | 86k | $5.2M | -2% | Dec 2024 |
|
| Bank Of Hawaii | 85k | $5.2M | -3% | Dec 2024 |
|
| Us Bancorp | 85k | $5.2M | 19% | Dec 2024 |
|
| Brooklyn FI | 85k | $5.2M | 15% | Dec 2024 |
|
| American Financial Advisors | 85k | $5.2M | -18% | Dec 2024 |
|
| Bp Wealth Management | 82k | $5.0M | 205% | Dec 2024 |
|
| Waldron | 81k | $4.9M | 386% | Dec 2024 |
|
| IFG Advisors | 80k | $5.1M | 5% | Mar 2025 |
|
| Buckingham Strategic Partners | 80k | $4.9M | 6% | Dec 2024 |
|
| Fi3 FINANCIAL ADVISORS | 78k | $4.8M | 100% | Dec 2024 |
|
| Acadian Asset Management | 77k | $4.7M | 48% | Dec 2024 |
|
| Mml Investors Services | 77k | $4.7M | 3% | Dec 2024 |
|
| Heritage Trust | 75k | $4.5M | 100% | Dec 2024 |
|
| Latigo Investments | 74k | $4.5M | 0% | Dec 2024 |
|
| Encompass Wealth Advisors | 73k | $4.4M | 7% | Dec 2024 |
|
| My Personal CFO | 73k | $4.4M | -2% | Dec 2024 |
|
| LTG Capital | 72k | $4.4M | 5% | Dec 2024 |
|
| Hanson McClain Advisors | 72k | $4.4M | 217% | Dec 2024 |
|
| Victory Capital Management | 70k | $4.3M | 10% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 69k | $4.3M | 100% | Dec 2024 |
|
| Glenmede Trust Company | 69k | $4.2M | -8% | Dec 2024 |
|
| Cornerstone Management | 69k | $4.2M | -26% | Dec 2024 |
|
| Fca Corp | 68k | $4.1M | 0% | Dec 2024 |
|
| Quent Capital | 67k | $4.3M | -12% | Mar 2025 |
|
| Goldstein Advisors | 66k | $4.0M | 3% | Dec 2024 |
|
| Harbor Advisory Corp | 66k | $4.0M | -8% | Dec 2024 |
|
| Merriman Wealth Management | 66k | $4.0M | -65% | Dec 2024 |
|
| Bsc Private Wealth Management | 66k | $4.0M | -4% | Dec 2024 |
|
| Bleakley Financial Group | 65k | $3.9M | 3% | Dec 2024 |
|
| MSH Capital Advisors | 64k | $3.9M | 100% | Dec 2024 |
|
| Nwam | 64k | $3.9M | 5% | Dec 2024 |
|
| Cascade Financial Partners | 63k | $3.8M | 4% | Dec 2024 |
|
| Brian McDonald | 60k | $3.7M | -2% | Dec 2024 |
|
| NorthStar Asset Management | 60k | $3.6M | 9% | Dec 2024 |
|
| Allspring Global Investments Holdings | 51k | $3.1M | -22% | Dec 2024 |
|
| D.A. Davidson & Co. | 38k | $2.3M | -60% | Dec 2024 |
|
| Adviser Investments | 32k | $1.9M | -70% | Dec 2024 |
|
| Vestcor Investment Management Corp | 25k | $1.5M | -72% | Dec 2024 |
|
Who sold out of ISHARES TR MSCI Small Cap msci small cap?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Stonehearth Capital Management | Sep 2024 | 90k | $6.1M |
| DRW Holdings | Sep 2024 | 79k | $5.4M |
| Catalyst Financial Partners | Sep 2024 | 69k | $4.7M |