Who owns ISHARES TR MSCI Small Cap msci small cap?
- Ticker: SCZ
- CUSIP Number: 464288273
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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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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 | 13M | $884M | -16% | Sep 2024 |
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Natixis Asset Management Advisors | 8.8M | $599M | 9% | Sep 2024 |
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Tiaa Trust, National Association | 7.9M | $485M | 58% | Jun 2024 |
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Creative Planning | 4.8M | $327M | -3% | Sep 2024 |
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Bank of New York Mellon | 3.6M | $243M | -6% | Sep 2024 |
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Goldman Sachs Group | 3.6M | $220M | 10% | Jun 2024 |
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State of New Jersey Common Pension Fund D | 3.6M | $241M | 0% | Sep 2024 |
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BlackRock | 3.5M | $213M | 13% | Jun 2024 |
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BlackRock | 3.3M | $221M | 100% | Sep 2024 |
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Morgan Stanley | 2.8M | $171M | 0% | Jun 2024 |
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Modera Wealth Management | 2.3M | $154M | 7% | Sep 2024 |
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Bank of America Corporation | 1.8M | $125M | -6% | Sep 2024 |
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Pnc Financial Services | 1.7M | $113M | -1% | Sep 2024 |
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Jpmorgan Chase & Co | 1.3M | $89M | 1122% | Sep 2024 |
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Envestnet Asset Management | 1.3M | $88M | -1% | Sep 2024 |
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BKD Wealth Advisors | 1.1M | $70M | -5% | Jun 2024 |
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Northern Trust | 1.1M | $76M | -10% | Sep 2024 |
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Colony | 1.1M | $76M | -15% | Sep 2024 |
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Cassaday & Co Wealth Management | 888k | $60M | 0% | Sep 2024 |
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HighTower Advisors | 720k | $44M | -13% | Jun 2024 |
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State of Tennessee, Treasury Department | 698k | $43M | 7% | Jun 2024 |
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Coldstream Capital Management | 674k | $46M | 5% | Sep 2024 |
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CI Private Wealth | 669k | $45M | 2% | Sep 2024 |
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H D Vest Advisory Services | 656k | $41M | 16% | Jun 2024 |
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One Capital Management | 654k | $44M | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 592k | $40M | 0% | Sep 2024 |
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LPL Financial | 583k | $39M | -1% | Sep 2024 |
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Bryn Mawr Trust | 572k | $39M | -5% | Sep 2024 |
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Alberta Investment Management Corporation | 565k | $38M | 37% | Sep 2024 |
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Buckingham Asset Management | 488k | $30M | 0% | Jun 2024 |
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Moneta Group Investment Advisors | 474k | $32M | -1% | Sep 2024 |
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Halbert Hargrove Global Advisors | 464k | $31M | -14% | Sep 2024 |
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Franklin Resources | 461k | $30M | -23% | Sep 2024 |
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Plan | 446k | $30M | 6% | Sep 2024 |
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Ballentine Partners | 442k | $30M | -4% | Sep 2024 |
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Baker Avenue Asset Management | 429k | $29M | 4% | Sep 2024 |
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Rsm Us Wealth Management | 407k | $27M | 1% | Sep 2024 |
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Branch Banking & Trust Company | 396k | $24M | -3% | Jun 2024 |
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Federation des caisses Desjardins du Quebec | 391k | $27M | 12% | Sep 2024 |
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Mariner Wealth Advisors | 378k | $26M | 144% | Sep 2024 |
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Mill Creek Capital Advisors | 345k | $23M | -5% | Sep 2024 |
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Arvest Trust Co N A | 335k | $21M | 100% | Jun 2024 |
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Arvest Trust | 334k | $23M | 100% | Sep 2024 |
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Wells Fargo & Company | 326k | $22M | -26% | Sep 2024 |
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Equitable Holdings | 317k | $20M | -12% | Jun 2024 |
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Envestnet Portfolio Solutions | 313k | $21M | 2% | Sep 2024 |
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Brand Asset Management Group | 308k | $21M | 1% | Sep 2024 |
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Wealthcare Advisory Partners | 297k | $20M | 2% | Sep 2024 |
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Quadrant Capital | 294k | $20M | -2% | Sep 2024 |
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Bear Mountain Capital | 294k | $19M | 1% | Sep 2024 |
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Fifth Third Bancorp | 293k | $20M | 1% | Sep 2024 |
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Shakespeare Wealth Management | 281k | $19M | -18% | Sep 2024 |
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Commonwealth Equity Services | 258k | $17M | 1% | Sep 2024 |
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Shore Point Advisors | 253k | $17M | -1% | Sep 2024 |
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MAI Wealth Advisors | 250k | $17M | 1% | Sep 2024 |
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Stifel Financial | 237k | $15M | -2% | Jun 2024 |
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Nuveen Asset Management | 235k | $15M | -17% | Jun 2024 |
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Syntrinsic | 224k | $15M | 2% | Sep 2024 |
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Pathstone Holdings | 223k | $15M | 2% | Sep 2024 |
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Savant Capital Management | 222k | $15M | 7% | Sep 2024 |
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Full Sail Capital | 220k | $15M | -3% | Sep 2024 |
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First Citizens Bank & Trust | 217k | $15M | 3% | Sep 2024 |
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Cetera Investment Advisers | 211k | $13M | 8% | Jun 2024 |
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Royal Bank of Canada | 203k | $14M | 30% | Sep 2024 |
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Mission Wealth Management | 199k | $14M | -3% | Sep 2024 |
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Kabouter Management | 197k | $13M | 39% | Sep 2024 |
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Checchi Capital Advisers | 194k | $13M | -2% | Sep 2024 |
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Burns Wealth Management | 190k | $13M | -2% | Sep 2024 |
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Merriman Wealth Management | 190k | $13M | 178% | Sep 2024 |
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Wealth Architects | 187k | $13M | -3% | Sep 2024 |
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Parcion Private Wealth | 179k | $12M | -1% | Sep 2024 |
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Klingman & Associates | 179k | $12M | -4% | Sep 2024 |
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Austin Private Wealth | 173k | $12M | -4% | Sep 2024 |
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Pure Financial Advisors | 168k | $11M | -4% | Sep 2024 |
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Raymond James Financial Services Advisors | 162k | $11M | 93% | Sep 2024 |
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Alesco Advisors | 160k | $11M | -10% | Sep 2024 |
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RTD Financial Advisors | 158k | $11M | 4% | Sep 2024 |
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Advisor Group Holdings | 156k | $11M | -38% | Sep 2024 |
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Captrust Financial Advisors | 154k | $10M | -5% | Sep 2024 |
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M^T Bank Corporation | 152k | $10M | -14% | Sep 2024 |
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Wealth Enhancement Advisory Services | 143k | $8.8M | -4% | Jun 2024 |
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Schoolcraft Capital | 141k | $9.6M | -1% | Sep 2024 |
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WESCAP Management | 136k | $8.4M | 0% | Jun 2024 |
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Financiere des Professionnels - Fonds d,investissement | 135k | $9.1M | 0% | Sep 2024 |
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Covenant Partners | 131k | $8.9M | -4% | Sep 2024 |
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Fairhaven Wealth Management | 127k | $8.6M | 1% | Sep 2024 |
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Omega Financial Group | 127k | $8.6M | 8% | Sep 2024 |
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Shoker Investment Counsel | 126k | $8.5M | -4% | Sep 2024 |
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Ifrah Financial Services | 123k | $8.3M | 0% | Sep 2024 |
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Sound Stewardship | 122k | $8.2M | 2% | Sep 2024 |
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Gail Mannix | 121k | $7.5M | 6% | Sep 2024 |
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Wintrust Financial Corporation | 118k | $8.0M | -5% | Sep 2024 |
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Charles Schwab Trust | 115k | $7.8M | -1% | Sep 2024 |
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Larson Financial Group | 115k | $7.8M | -6% | Sep 2024 |
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Brighton Jones | 114k | $7.7M | -3% | Sep 2024 |
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Investors Research Corp | 110k | $7.4M | -1% | Sep 2024 |
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DORVAL Corp | 110k | $7.1M | 4% | Jun 2024 |
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Private Portfolio Partners | 109k | $7.3M | 100% | Sep 2024 |
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Adviser Investments | 108k | $7.3M | 222% | Sep 2024 |
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FSM Wealth Advisors | 106k | $7.2M | 9% | Sep 2024 |
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Lake Street Advisors Group | 105k | $7.1M | -24% | Sep 2024 |
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American Financial Advisors | 105k | $7.1M | -19% | Sep 2024 |
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Sterling Capital Management | 102k | $6.9M | 100% | Sep 2024 |
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Cullen Frost Bankers | 102k | $6.9M | 5% | Sep 2024 |
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Arvest Investments | 101k | $6.8M | 0% | Sep 2024 |
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Bank of Stockton Trust & Investment | 97k | $6.0M | 1% | Jun 2024 |
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Integrated Wealth Concepts | 95k | $6.5M | -2% | Sep 2024 |
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Bessemer | 95k | $6.5M | 22% | Sep 2024 |
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D.A. Davidson & Co. | 95k | $5.8M | 1% | Jun 2024 |
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Cornerstone Management | 93k | $6.3M | -4% | Sep 2024 |
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Stonehearth Capital Management | 90k | $6.1M | 100% | Sep 2024 |
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Vestcor Investment Management Corp | 89k | $6.0M | 283% | Sep 2024 |
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LWMG | 88k | $6.0M | 12% | Sep 2024 |
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Bank Of Hawaii | 88k | $5.9M | 0% | Sep 2024 |
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Pinnacle Wealth Management Advisory | 87k | $5.9M | -2% | Sep 2024 |
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Washington Trust Bank | 87k | $5.9M | -4% | Sep 2024 |
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Wsfs Capital Management | 86k | $5.8M | -2% | Sep 2024 |
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Heritage Trust | 85k | $5.2M | -2% | Jun 2024 |
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Argent Financial Group | 84k | $5.7M | 100% | Sep 2024 |
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Raymond James & Associates | 83k | $5.6M | -5% | Sep 2024 |
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Goss Wealth Management | 83k | $5.1M | 2% | Jun 2024 |
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Fonville Wealth Management | 82k | $5.5M | 13% | Sep 2024 |
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Quent Capital | 77k | $5.2M | -10% | Sep 2024 |
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Buckingham Strategic Partners | 76k | $5.1M | 7% | Sep 2024 |
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Glenmede Trust Company | 75k | $5.1M | -8% | Sep 2024 |
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Mml Investors Services | 75k | $5.1M | -4% | Sep 2024 |
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My Personal CFO | 74k | $5.0M | 8% | Sep 2024 |
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Brooklyn FI | 74k | $5.0M | 0% | Sep 2024 |
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Latigo Investments | 74k | $5.0M | 0% | Sep 2024 |
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Us Bancorp | 72k | $4.9M | -33% | Sep 2024 |
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Harbor Advisory Corp | 72k | $4.8M | 1% | Sep 2024 |
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Catalyst Financial Partners | 69k | $4.7M | 11% | Sep 2024 |
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LTG Capital | 69k | $4.7M | 5% | Sep 2024 |
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IFG Advisors | 69k | $4.6M | 6% | Sep 2024 |
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Bsc Private Wealth Management | 69k | $4.6M | -3% | Sep 2024 |
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Encompass Wealth Advisors | 68k | $4.6M | 2% | Sep 2024 |
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Fca Corp | 68k | $4.6M | 2% | Sep 2024 |
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Mercer Global Advisors | 66k | $4.1M | -5% | Jun 2024 |
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Allspring Global Investments Holdings | 65k | $4.4M | -2% | Sep 2024 |
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Goldstein Advisors | 65k | $4.4M | 7% | Sep 2024 |
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Cambridge Investment Research Advisors | 64k | $4.3M | -6% | Sep 2024 |
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Victory Capital Management | 64k | $4.3M | -34% | Sep 2024 |
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Bleakley Financial Group | 63k | $4.3M | -1% | Sep 2024 |
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Brian McDonald | 62k | $4.2M | -2% | Sep 2024 |
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Nwam | 61k | $4.1M | 100% | Sep 2024 |
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Cascade Financial Partners | 61k | $3.9M | 0% | Sep 2024 |
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Aspiriant | 57k | $3.9M | -3% | Sep 2024 |
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Umb Bank N A | 56k | $3.8M | -11% | Sep 2024 |
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NorthStar Asset Management | 55k | $3.7M | 5% | Sep 2024 |
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Total Wealth Planning | 55k | $3.7M | -3% | Sep 2024 |
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Acadian Asset Management | 52k | $3.5M | -33% | Sep 2024 |
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Stock Yards Trust Company | 50k | $3.3M | -11% | Sep 2024 |
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Citigroup | 45k | $3.0M | -72% | Sep 2024 |
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Twin Focus Capital Partners | 44k | $3.0M | -57% | Sep 2024 |
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Falcon Wealth Planning | 36k | $2.4M | -71% | Sep 2024 |
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Keel Point | 32k | $2.0M | -53% | Jun 2024 |
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Bp Wealth Management | 27k | $1.8M | -64% | Sep 2024 |
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Barclays | 24k | $1.6M | -83% | Sep 2024 |
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Susquehanna International | 18k | $1.2M | -88% | Sep 2024 |
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Aspect Partners | 5.3k | $356k | -97% | Sep 2024 |
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Simplicity Wealth | 3.4k | $229k | -95% | Sep 2024 |
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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 |
---|---|---|---|
Matson Money | Jun 2024 | 4.3M | $263M |
Russell Investments | Mar 2024 | 416k | $26M |
Old Mission Capital | Mar 2024 | 335k | $21M |
State of Wisconsin - Board of Commissioners of Public Lands | Jun 2024 | 166k | $10M |
Crystalline Management | Jun 2024 | 110k | $6.2M |
Qube Research & Technologies | Mar 2024 | 89k | $5.7M |