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 | 35M | $2.7B | 211% | Dec 2025 |
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| Tiaa Trust, National Association | 16M | $1.2B | 1% | Dec 2025 |
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| Natixis Asset Management Advisors | 11M | $863M | 15% | Dec 2025 |
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| Creative Planning | 4.0M | $310M | -3% | Dec 2025 |
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| State of New Jersey Common Pension Fund D | 3.7M | $287M | 0% | Dec 2025 |
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| BlackRock | 3.4M | $264M | 0% | Dec 2025 |
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| Bank of New York Mellon | 3.2M | $245M | 0% | Dec 2025 |
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| FMR | 2.7M | $210M | -2% | Dec 2025 |
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| Goldman Sachs Group | 2.7M | $209M | -2% | Dec 2025 |
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| Colony | 1.3M | $100M | -1% | Dec 2025 |
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| Cassaday & Co Wealth Management | 1.3M | $99M | 1% | Dec 2025 |
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| Northern Trust | 1.3M | $98M | 3% | Dec 2025 |
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| Wellington Management Company | 1.2M | $93M | 276% | Dec 2025 |
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| Cetera Investment Advisers | 1.1M | $84M | 4% | Dec 2025 |
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| Modera Wealth Management | 916k | $71M | -8% | Dec 2025 |
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| Bryn Mawr Trust | 876k | $68M | 13% | Dec 2025 |
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| LPL Financial | 856k | $66M | 1% | Dec 2025 |
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| UBS Group | 776k | $60M | -6% | Dec 2025 |
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| HighTower Advisors | 691k | $54M | -2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 664k | $51M | 5% | Dec 2025 |
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| State of Tennessee, Treasury Department | 626k | $51M | 0% | Dec 2025 |
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| BKD Wealth Advisors | 594k | $46M | -4% | Dec 2025 |
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| Envestnet Asset Management | 586k | $45M | 0% | Dec 2025 |
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| Financial Advisory Corp | 582k | $46M | -2% | Mar 2026 |
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| Pnc Financial Services | 512k | $40M | -5% | Dec 2025 |
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| CI Private Wealth | 485k | $38M | 34% | Dec 2025 |
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| Moneta Group Investment Advisors | 447k | $35M | -5% | Dec 2025 |
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| Baker Avenue Asset Management | 445k | $35M | -6% | Dec 2025 |
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| Plan | 414k | $34M | 0% | Mar 2026 |
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| Wealthcare Advisory Partners | 406k | $32M | 1% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 375k | $29M | -2% | Mar 2026 |
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| MAI Wealth Advisors | 367k | $28M | 5% | Dec 2025 |
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| Wells Fargo & Company | 363k | $28M | 1% | Dec 2025 |
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| Bear Mountain Capital | 325k | $26M | 2% | Dec 2025 |
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| Rsm Us Wealth Management | 325k | $25M | -4% | Dec 2025 |
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| Arvest Trust | 319k | $25M | -1% | Dec 2025 |
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| Mercer Global Advisors | 302k | $23M | -21% | Dec 2025 |
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| Shakespeare Wealth Management | 295k | $23M | 2% | Dec 2025 |
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| Pure Financial Advisors | 294k | $23M | 2% | Mar 2026 |
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| Ballentine Partners | 293k | $23M | -27% | Dec 2025 |
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| Mill Creek Capital Advisors | 268k | $21M | -5% | Dec 2025 |
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| Nuveen | 252k | $20M | 92% | Dec 2025 |
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| Stifel Financial | 249k | $19M | 0% | Dec 2025 |
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| Aspect Partners | 239k | $19M | 1472% | Mar 2026 |
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| Mission Wealth Management | 224k | $17M | 6% | Dec 2025 |
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| Fifth Third Bancorp | 222k | $17M | 1% | Dec 2025 |
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| Branch Banking & Trust Company | 221k | $17M | 0% | Dec 2025 |
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| FSM Wealth Advisors | 218k | $17M | 5% | Dec 2025 |
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| Commonwealth Equity Services | 214k | $17M | -2% | Dec 2025 |
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| Raymond James Financial | 204k | $16M | 7% | Dec 2025 |
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| Envestnet Portfolio Solutions | 203k | $16M | 1% | Dec 2025 |
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| First Citizens Bank & Trust | 201k | $16M | 2% | Dec 2025 |
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| Wsfs Capital Management | 200k | $16M | 21% | Dec 2025 |
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| Savant Capital Management | 189k | $15M | -22% | Dec 2025 |
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| Sequoia Financial Advisors | 187k | $15M | 994% | Dec 2025 |
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| Advisor Group Holdings | 185k | $14M | 4% | Dec 2025 |
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| Checchi Capital Advisers | 184k | $14M | -4% | Dec 2025 |
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| Burns Wealth Management | 182k | $14M | 0% | Dec 2025 |
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| Wealth Architects | 180k | $14M | -1% | Dec 2025 |
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| RTD Financial Advisors | 171k | $13M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 159k | $12M | 3% | Dec 2025 |
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| Captrust Financial Advisors | 158k | $12M | 5% | Dec 2025 |
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| Klingman & Associates | 158k | $12M | -1% | Dec 2025 |
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| Financiere des Professionnels - Fonds d,investissement | 157k | $12M | 0% | Dec 2025 |
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| Pathstone Holdings | 153k | $12M | 0% | Dec 2025 |
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| Brand Asset Management Group | 149k | $12M | -4% | Dec 2025 |
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| Cullen Frost Bankers | 148k | $12M | 19% | Dec 2025 |
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| Alesco Advisors | 146k | $11M | -1% | Dec 2025 |
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| Ameriprise Financial | 146k | $11M | 19% | Dec 2025 |
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| Shoker Investment Counsel | 141k | $11M | 3% | Dec 2025 |
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| Omega Financial Group | 141k | $11M | 1% | Dec 2025 |
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| Allspring Global Investments Holdings | 134k | $11M | -16% | Dec 2025 |
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| Sound Stewardship | 132k | $10M | 0% | Mar 2026 |
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| DORVAL Corp | 130k | $10M | -4% | Mar 2026 |
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| WESCAP Management | 129k | $10M | -1% | Dec 2025 |
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| M^T Bank Corporation | 128k | $9.9M | 0% | Dec 2025 |
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| TrueNorth | 125k | $9.7M | -6% | Dec 2025 |
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| Goss Wealth Management | 123k | $9.5M | 19% | Dec 2025 |
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| Charles Schwab Trust | 119k | $9.3M | 0% | Mar 2026 |
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| Baird Financial | 119k | $9.2M | 7% | Dec 2025 |
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| Brighton Jones | 118k | $9.1M | 1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 118k | $9.1M | 3% | Dec 2025 |
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| Fonville Wealth Management | 116k | $9.1M | 2% | Mar 2026 |
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| RMB Capital Management | 115k | $8.9M | 36% | Dec 2025 |
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| Schoolcraft Capital | 114k | $8.9M | -4% | Dec 2025 |
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| Ifrah Financial Services | 114k | $9.0M | -2% | Mar 2026 |
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| IFG Advisors | 106k | $8.3M | 5% | Mar 2026 |
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| Brooklyn FI | 104k | $8.1M | 0% | Dec 2025 |
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| Equitable Holdings | 102k | $7.9M | -1% | Dec 2025 |
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| LTG Capital | 101k | $7.9M | 43% | Dec 2025 |
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| Beacon Pointe Advisors | 101k | $7.8M | 28% | Dec 2025 |
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| Bessemer | 101k | $7.8M | 4% | Dec 2025 |
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| Integrated Wealth Concepts | 99k | $7.7M | -9% | Dec 2025 |
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| Bleakley Financial Group | 99k | $7.6M | 47% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 97k | $7.5M | 20% | Dec 2025 |
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| Acadian Asset Management | 97k | $7.5M | 25% | Dec 2025 |
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| Us Bancorp | 96k | $7.5M | 1% | Dec 2025 |
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| Arvest Investments | 95k | $7.4M | -1% | Mar 2026 |
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| Bank of Stockton Trust & Investment | 94k | $7.3M | -4% | Dec 2025 |
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| Buckingham Strategic Partners | 92k | $7.1M | -25% | Dec 2025 |
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| Encompass Wealth Advisors | 89k | $7.0M | 2% | Mar 2026 |
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| NFP Retirement | 88k | $6.8M | 4% | Dec 2025 |
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| Sterling Capital Management | 84k | $6.6M | -9% | Mar 2026 |
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| CWM | 81k | $6.3M | 1062% | Dec 2025 |
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| Warren Averett Asset Management | 81k | $6.3M | -25% | Dec 2025 |
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| Franklin Resources | 80k | $6.2M | -61% | Dec 2025 |
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| Adviser Investments | 78k | $6.1M | -8% | Dec 2025 |
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| Mml Investors Services | 78k | $6.0M | 21% | Dec 2025 |
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| Blueline Advisors | 76k | $6.0M | 100% | Mar 2026 |
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| Sei Investments | 73k | $5.7M | 63% | Dec 2025 |
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| NorthStar Asset Management | 73k | $5.6M | 7% | Dec 2025 |
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| Cornerstone Management | 72k | $5.7M | 3% | Mar 2026 |
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| Coldstream Capital Management | 72k | $5.6M | -8% | Dec 2025 |
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| My Personal CFO | 71k | $5.6M | 2% | Mar 2026 |
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| Bank Of Hawaii | 71k | $5.5M | -1% | Dec 2025 |
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| Comprehensive Portfolio Management | 71k | $5.6M | -6% | Mar 2026 |
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| Parkside Financial Bank & Trust | 70k | $5.5M | 6% | Dec 2025 |
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| Oppenheimer Asset Management | 69k | $5.4M | 1% | Mar 2026 |
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| SB Capital Management | 67k | $5.2M | 100% | Dec 2025 |
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| Hanson McClain Advisors | 67k | $5.2M | -2% | Dec 2025 |
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| Private Advisor | 64k | $5.0M | 0% | Dec 2025 |
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| Miracle Mile Advisors | 64k | $5.0M | 3% | Mar 2026 |
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| Fca Corp | 64k | $4.9M | -8% | Dec 2025 |
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| MSH Capital Advisors | 64k | $4.9M | 0% | Dec 2025 |
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| Harbor Advisory Corp | 64k | $4.9M | -11% | Dec 2025 |
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| Shore Point Advisors | 63k | $4.9M | -48% | Mar 2026 |
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| Cascade Financial Partners | 63k | $4.9M | -2% | Dec 2025 |
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| One Capital Management | 62k | $4.8M | -33% | Dec 2025 |
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| Bsc Private Wealth Management | 62k | $4.8M | -1% | Dec 2025 |
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| Quent Capital | 62k | $4.8M | -1% | Dec 2025 |
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| Heritage Trust | 62k | $4.8M | -2% | Dec 2025 |
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| Larson Financial Group | 62k | $4.8M | -1% | Dec 2025 |
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| Brian McDonald | 61k | $4.7M | 0% | Dec 2025 |
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| Bp Wealth Management | 60k | $4.7M | 0% | Mar 2026 |
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| Investors Research Corp | 59k | $4.6M | -10% | Mar 2026 |
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| Professional Financial Advisors | 59k | $4.6M | 100% | Mar 2026 |
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| Goldstein Advisors | 58k | $4.5M | -5% | Dec 2025 |
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| Pensionmark Financial Group | 55k | $4.3M | 4% | Dec 2025 |
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| Cooke Wealth Management | 55k | $4.3M | 100% | Mar 2026 |
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| Advisory Services Network | 53k | $4.1M | 73% | Dec 2025 |
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| Aspiriant | 53k | $4.1M | -8% | Dec 2025 |
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| Austin Private Wealth | 53k | $4.1M | -10% | Dec 2025 |
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| Hancock Bank Trust Department | 52k | $4.1M | 3% | Dec 2025 |
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| Auto-Owners Insurance | 52k | $4.1M | 0% | Mar 2026 |
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| Renaissance Technologies | 52k | $4.0M | 100% | Dec 2025 |
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| Partners in Financial Planning | 50k | $3.9M | -1% | Dec 2025 |
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| NBT Bank | 50k | $3.9M | -3% | Dec 2025 |
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| Aptus Capital Advisors | 50k | $3.8M | 42% | Dec 2025 |
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| Washington Trust Bank | 49k | $3.8M | 2% | Dec 2025 |
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| Lido Advisors | 33k | $2.5M | -79% | Dec 2025 |
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| Kingsview Wealth Management | 25k | $1.9M | -74% | Dec 2025 |
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| Total Wealth Planning | 4.4k | $339k | -95% | Dec 2025 |
|
Who sold out of ISHARES TR MSCI Small Cap msci small cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Global Alpha Capital Management | Sep 2025 | 894k | $69M |
| Wintrust Financial Corporation | Sep 2025 | 286k | $22M |
| Jane Street | Sep 2025 | 275k | $21M |
| Wealth Enhancement Advisory Services | Dec 2025 | 117k | $9.2M |
| Old Mission Capital | Sep 2025 | 60k | $4.6M |