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 |
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| Natixis Asset Management Advisors | 9.7M | $615M | 9% | Mar 2025 |
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| Tiaa Trust, National Association | 7.8M | $492M | 393% | Mar 2025 |
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| BlackRock | 5.1M | $322M | 42% | Mar 2025 |
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| Creative Planning | 4.7M | $285M | -3% | Dec 2024 |
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| FMR | 4.5M | $272M | 21% | Dec 2024 |
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| State of New Jersey Common Pension Fund D | 3.6M | $216M | 0% | Dec 2024 |
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| Bank of New York Mellon | 3.5M | $220M | -2% | Mar 2025 |
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| Goldman Sachs Group | 3.4M | $219M | -4% | Mar 2025 |
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| Bank of America Corporation | 3.3M | $203M | 81% | Dec 2024 |
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| Morgan Stanley | 2.6M | $160M | -2% | Dec 2024 |
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| Pnc Financial Services | 1.7M | $101M | 0% | Dec 2024 |
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| Citigroup | 1.5M | $88M | 3132% | Dec 2024 |
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| Jpmorgan Chase & Co | 1.3M | $79M | -1% | Dec 2024 |
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| Colony | 1.3M | $76M | 12% | Dec 2024 |
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| Envestnet Asset Management | 1.2M | $79M | -3% | Mar 2025 |
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| Modera Wealth Management | 1.2M | $76M | -51% | Mar 2025 |
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| Northern Trust | 1.1M | $68M | -1% | Dec 2024 |
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| Cassaday & Co Wealth Management | 1.1M | $69M | 6% | Mar 2025 |
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| UBS Group | 1.1M | $65M | 28% | Dec 2024 |
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| BKD Wealth Advisors | 961k | $58M | -12% | Dec 2024 |
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| Financiere des Professionnels - Fonds d,investissement | 877k | $56M | 552% | Mar 2025 |
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| HighTower Advisors | 776k | $47M | -4% | Dec 2024 |
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| LPL Financial | 743k | $47M | 22% | Mar 2025 |
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| Alberta Investment Management Corporation | 720k | $46M | -20% | Mar 2025 |
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| Coldstream Capital Management | 717k | $44M | 6% | Dec 2024 |
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| Bank Of Montreal | 683k | $42M | 2% | Dec 2024 |
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| H D Vest Advisory Services | 681k | $41M | 2% | Dec 2024 |
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| One Capital Management | 657k | $40M | 0% | Dec 2024 |
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| Financial Advisory Corp | 649k | $41M | -9% | Mar 2025 |
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| CI Private Wealth | 645k | $39M | -4% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 608k | $37M | 3% | Dec 2024 |
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| Wellington Management Company | 587k | $36M | -15% | Dec 2024 |
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| Bryn Mawr Trust | 583k | $37M | 1% | Mar 2025 |
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| Franklin Resources | 540k | $33M | 17% | Dec 2024 |
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| State of Tennessee, Treasury Department | 524k | $32M | -26% | Dec 2024 |
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| Plan | 461k | $28M | 3% | Dec 2024 |
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| Moneta Group Investment Advisors | 460k | $28M | -3% | Dec 2024 |
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| Baker Avenue Asset Management | 438k | $28M | 1% | Mar 2025 |
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| Federation des caisses Desjardins du Quebec | 433k | $26M | 11% | Dec 2024 |
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| Halbert Hargrove Global Advisors | 421k | $27M | -7% | Mar 2025 |
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| Ballentine Partners | 417k | $27M | -4% | Mar 2025 |
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| Nuveen Asset Management | 417k | $25M | 154% | Dec 2024 |
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| Wells Fargo & Company | 394k | $24M | 21% | Dec 2024 |
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| Rsm Us Wealth Management | 368k | $23M | -6% | Mar 2025 |
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| Wealthcare Advisory Partners | 340k | $22M | 6% | Mar 2025 |
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| Mill Creek Capital Advisors | 339k | $21M | -2% | Dec 2024 |
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| Arvest Trust | 338k | $21M | 1% | Dec 2024 |
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| Bear Mountain Capital | 316k | $21M | 1% | Mar 2025 |
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| Quadrant Capital | 300k | $18M | 2% | Dec 2024 |
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| Shakespeare Wealth Management | 288k | $18M | 3% | Dec 2024 |
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| Envestnet Portfolio Solutions | 276k | $18M | -4% | Mar 2025 |
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| Equitable Holdings | 271k | $17M | 0% | Dec 2024 |
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| Branch Banking & Trust Company | 263k | $17M | -5% | Mar 2025 |
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| Shore Point Advisors | 263k | $16M | 4% | Dec 2024 |
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| Commonwealth Equity Services | 260k | $16M | 1% | Dec 2024 |
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| MAI Wealth Advisors | 260k | $16M | 4% | Dec 2024 |
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| Brand Asset Management Group | 248k | $16M | -22% | Mar 2025 |
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| Stifel Financial | 242k | $15M | -1% | Dec 2024 |
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| Cetera Investment Advisers | 226k | $14M | 2% | Dec 2024 |
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| Raymond James Financial | 225k | $14M | 100% | Dec 2024 |
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| Royal Bank of Canada | 223k | $14M | 10% | Dec 2024 |
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| Full Sail Capital | 216k | $13M | -2% | Dec 2024 |
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| First Citizens Bank & Trust | 212k | $14M | 6% | Mar 2025 |
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| Savant Capital Management | 207k | $13M | -3% | Mar 2025 |
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| New York Life Investment Management | 204k | $13M | 100% | Mar 2025 |
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| Checchi Capital Advisers | 201k | $13M | -6% | Mar 2025 |
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| Fifth Third Bancorp | 200k | $13M | -7% | Mar 2025 |
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| Mission Wealth Management | 199k | $13M | -1% | Mar 2025 |
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| Burns Wealth Management | 188k | $12M | -1% | Mar 2025 |
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| Wealth Architects | 186k | $11M | -1% | Dec 2024 |
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| RTD Financial Advisors | 179k | $11M | 6% | Mar 2025 |
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| Klingman & Associates | 171k | $10M | -4% | Dec 2024 |
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| Austin Private Wealth | 164k | $9.9M | -6% | Dec 2024 |
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| FSM Wealth Advisors | 158k | $10M | 26% | Mar 2025 |
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| Baird Financial | 157k | $9.5M | -15% | Dec 2024 |
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| Pathstone Holdings | 157k | $9.5M | -30% | Dec 2024 |
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| Alesco Advisors | 156k | $9.5M | -3% | Dec 2024 |
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| TrueNorth | 153k | $9.3M | 100% | Dec 2024 |
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| Pure Financial Advisors | 152k | $9.7M | -7% | Mar 2025 |
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| Captrust Financial Advisors | 152k | $9.2M | -1% | Dec 2024 |
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| Advisor Group Holdings | 150k | $10M | -4% | Dec 2024 |
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| 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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| Omega Financial Group | 139k | $8.8M | 3% | Mar 2025 |
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| WESCAP Management | 137k | $8.3M | -2% | Dec 2024 |
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| M^T Bank Corporation | 137k | $8.7M | -1% | Mar 2025 |
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| Covenant Partners | 132k | $8.0M | 0% | Dec 2024 |
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| Shoker Investment Counsel | 131k | $8.3M | 3% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 128k | $8.2M | -7% | Mar 2025 |
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| Sound Stewardship | 128k | $8.1M | 1% | Mar 2025 |
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| DORVAL Corp | 126k | $7.9M | 2% | Mar 2025 |
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| Fairhaven Wealth Management | 126k | $7.7M | 0% | Dec 2024 |
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| Ifrah Financial Services | 123k | $7.8M | -1% | Mar 2025 |
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| Warren Averett Asset Management | 121k | $7.4M | -14% | Dec 2024 |
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| Brighton Jones | 118k | $7.5M | -1% | Mar 2025 |
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| Cambridge Investment Research Advisors | 117k | $7.4M | 7% | Mar 2025 |
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| Wintrust Financial Corporation | 117k | $7.1M | -1% | Dec 2024 |
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| Charles Schwab Trust | 115k | $7.3M | 0% | Mar 2025 |
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| Wsfs Capital Management | 115k | $7.3M | 19% | Mar 2025 |
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| Cullen Frost Bankers | 114k | $7.2M | 4% | Mar 2025 |
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| Integrated Wealth Concepts | 108k | $6.6M | 13% | Dec 2024 |
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| Private Portfolio Partners | 108k | $6.6M | 0% | Dec 2024 |
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| Ameriprise Financial | 107k | $6.5M | -1% | Dec 2024 |
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| Larson Financial Group | 102k | $6.5M | -4% | Mar 2025 |
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| American Century Companies | 102k | $6.2M | 1525% | Dec 2024 |
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| Gail Mannix | 101k | $6.1M | -17% | Dec 2024 |
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| Bessemer | 101k | $6.4M | 0% | Mar 2025 |
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| Arvest Investments | 101k | $6.4M | 0% | Mar 2025 |
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| Investors Research Corp | 100k | $6.4M | -5% | Mar 2025 |
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| Bank of Stockton Trust & Investment | 100k | $6.3M | -3% | Mar 2025 |
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| Lake Street Advisors Group | 98k | $6.0M | -7% | Dec 2024 |
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| Us Bancorp | 95k | $6.0M | 11% | Mar 2025 |
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| Fonville Wealth Management | 94k | $6.1M | 8% | Mar 2025 |
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| Allspring Global Investments Holdings | 92k | $5.8M | 81% | Mar 2025 |
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| Sterling Capital Management | 92k | $5.6M | -10% | Dec 2024 |
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| Goss Wealth Management | 92k | $5.6M | 3% | Dec 2024 |
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| Bank Of Hawaii | 85k | $5.2M | -3% | Dec 2024 |
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| Brooklyn FI | 85k | $5.2M | 15% | Dec 2024 |
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| Bp Wealth Management | 82k | $5.0M | 205% | Dec 2024 |
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| IFG Advisors | 80k | $5.1M | 5% | Mar 2025 |
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| Buckingham Strategic Partners | 80k | $4.9M | 6% | Dec 2024 |
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| American Financial Advisors | 78k | $5.0M | -8% | Mar 2025 |
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| Encompass Wealth Advisors | 78k | $5.0M | 7% | Mar 2025 |
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| Acadian Asset Management | 77k | $4.7M | 48% | Dec 2024 |
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| Mml Investors Services | 77k | $4.7M | 3% | Dec 2024 |
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| Heritage Trust | 75k | $4.5M | 100% | Dec 2024 |
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| Latigo Investments | 74k | $4.5M | 0% | Dec 2024 |
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| My Personal CFO | 73k | $4.4M | -2% | Dec 2024 |
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| Goldstein Advisors | 72k | $4.6M | 9% | Mar 2025 |
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| LTG Capital | 71k | $4.5M | -2% | Mar 2025 |
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| Washington Trust Bank | 70k | $4.5M | -24% | Mar 2025 |
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| Hanson McClain Advisors | 70k | $4.6M | -2% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 69k | $4.3M | 100% | Dec 2024 |
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| Glenmede Trust Company | 69k | $4.2M | -8% | Dec 2024 |
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| Cornerstone Management | 69k | $4.2M | -26% | Dec 2024 |
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| Bleakley Financial Group | 68k | $4.3M | 5% | Mar 2025 |
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| Fca Corp | 68k | $4.1M | 0% | Dec 2024 |
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| Quent Capital | 67k | $4.3M | -12% | Mar 2025 |
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| Bsc Private Wealth Management | 66k | $4.2M | 0% | Mar 2025 |
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| Harbor Advisory Corp | 66k | $4.0M | -8% | Dec 2024 |
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| Merriman Wealth Management | 66k | $4.0M | -65% | Dec 2024 |
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| MSH Capital Advisors | 64k | $3.9M | 100% | Dec 2024 |
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| Cascade Financial Partners | 63k | $3.8M | 4% | Dec 2024 |
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| Brian McDonald | 60k | $3.7M | -2% | Dec 2024 |
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| NorthStar Asset Management | 60k | $3.6M | 9% | Dec 2024 |
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| Parkside Financial Bank & Trust | 59k | $3.7M | 11% | Mar 2025 |
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| Aspiriant | 57k | $3.6M | 0% | Mar 2025 |
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| Sei Investments | 55k | $3.4M | 88% | Dec 2024 |
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| NBT Bank | 53k | $3.4M | 9% | Mar 2025 |
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| Total Wealth Planning | 51k | $3.2M | -5% | Mar 2025 |
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| Pinnacle Wealth Management Advisory | 46k | $2.9M | -46% | Mar 2025 |
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| Waldron | 43k | $2.7M | -47% | Mar 2025 |
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| Oak Root | 35k | $2.3M | -36% | Mar 2025 |
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| Adviser Investments | 32k | $1.9M | -70% | Dec 2024 |
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| Fi3 FINANCIAL ADVISORS | 29k | $1.8M | -63% | Mar 2025 |
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| Victory Capital Management | 7.2k | $459k | -90% | Mar 2025 |
|
| Nwam | 3.3k | $212k | -95% | Mar 2025 |
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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 |
|---|---|---|---|
| Parcion Private Wealth | Dec 2024 | 178k | $11M |
| DRW Holdings | Sep 2024 | 79k | $5.4M |