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 |
|
| Natixis Asset Management Advisors | 13M | $996M | 14% | Mar 2026 |
|
| TIAA Wealth Investment Management | 9.5M | $743M | 100% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 4.4M | $341M | 100% | Mar 2026 |
|
| Creative Planning | 3.9M | $308M | -2% | Mar 2026 |
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| BlackRock | 3.8M | $297M | 11% | Mar 2026 |
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| State of New Jersey Common Pension Fund D | 3.7M | $290M | 0% | Mar 2026 |
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| Bank of New York Mellon | 3.2M | $249M | 1% | Mar 2026 |
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| Goldman Sachs Group | 3.0M | $238M | 13% | Mar 2026 |
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| FMR | 2.7M | $210M | -2% | Dec 2025 |
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| Morgan Stanley | 2.5M | $196M | 4% | Mar 2026 |
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| Bank of America Corporation | 2.5M | $192M | 100% | Mar 2026 |
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| Colony | 1.3M | $100M | -1% | Dec 2025 |
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| Northern Trust | 1.3M | $98M | 3% | Dec 2025 |
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| Cassaday & Co Wealth Management | 1.3M | $99M | -1% | Mar 2026 |
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| Wellington Management Company | 1.2M | $93M | 276% | Dec 2025 |
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| Cetera Investment Advisers | 1.1M | $89M | 5% | Mar 2026 |
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| UBS Group | 975k | $77M | 26% | Mar 2026 |
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| Modera Wealth Management | 895k | $70M | -2% | Mar 2026 |
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| Bryn Mawr Trust | 861k | $68M | -2% | Mar 2026 |
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| LPL Financial | 849k | $67M | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 720k | $57M | 9% | Mar 2026 |
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| HighTower Advisors | 701k | $55M | 1% | Mar 2026 |
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| State of Tennessee, Treasury Department | 626k | $49M | 0% | Mar 2026 |
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| Nuveen | 617k | $48M | 145% | Mar 2026 |
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| Financial Advisory Corp | 582k | $46M | -2% | Mar 2026 |
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| Envestnet Asset Management | 577k | $45M | -2% | Mar 2026 |
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| BKD Wealth Advisors | 576k | $45M | -3% | Mar 2026 |
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| Bank Of Montreal | 532k | $42M | 100% | Mar 2026 |
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| Pnc Financial Services | 497k | $39M | -3% | Mar 2026 |
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| CI Private Wealth | 491k | $37M | 1% | Mar 2026 |
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| Wells Fargo & Company | 476k | $37M | 31% | Mar 2026 |
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| Moneta Group Investment Advisors | 469k | $37M | 5% | Mar 2026 |
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| Baker Avenue Asset Management | 447k | $35M | 0% | Mar 2026 |
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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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| MAI Wealth Advisors | 376k | $30M | 3% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 375k | $29M | -2% | Mar 2026 |
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| Mercer Global Advisors | 368k | $29M | 22% | Mar 2026 |
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| Bear Mountain Capital | 334k | $28M | 3% | Mar 2026 |
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| Rsm Us Wealth Management | 314k | $25M | -3% | Mar 2026 |
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| Arvest Trust | 314k | $25M | -2% | Mar 2026 |
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| Fifth Third Bancorp | 303k | $24M | 37% | Mar 2026 |
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| Shakespeare Wealth Management | 298k | $23M | 1% | Mar 2026 |
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| Pure Financial Advisors | 294k | $23M | 2% | Mar 2026 |
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| Ballentine Partners | 290k | $23M | -1% | Mar 2026 |
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| Citadel Advisors | 288k | $23M | 100% | Mar 2026 |
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| Mill Creek Capital Advisors | 268k | $21M | -5% | Dec 2025 |
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| Stifel Financial | 251k | $20M | 1% | Mar 2026 |
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| Aspect Partners | 239k | $19M | 1472% | Mar 2026 |
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| Wsfs Capital Management | 231k | $18M | 15% | Mar 2026 |
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| FSM Wealth Advisors | 229k | $18M | 5% | Mar 2026 |
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| Mission Wealth Management | 228k | $18M | 2% | Mar 2026 |
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| TrueNorth | 225k | $18M | 80% | Mar 2026 |
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| Commonwealth Equity Services | 213k | $17M | 0% | Mar 2026 |
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| Savant Capital Management | 213k | $17M | 12% | Mar 2026 |
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| Branch Banking & Trust Company | 206k | $16M | -7% | Mar 2026 |
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| Raymond James Financial | 204k | $16M | 7% | Dec 2025 |
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| Cambridge Investment Research Advisors | 204k | $16M | 73% | Mar 2026 |
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| Envestnet Portfolio Solutions | 201k | $16M | -1% | Mar 2026 |
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| First Citizens Bank & Trust | 197k | $16M | -2% | Mar 2026 |
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| Tiaa Trust, National Association | 197k | $15M | -99% | Mar 2026 |
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| Advisor Group Holdings | 185k | $14M | 4% | Dec 2025 |
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| Burns Wealth Management | 180k | $14M | -1% | Mar 2026 |
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| Sequoia Financial Advisors | 175k | $14M | -6% | Mar 2026 |
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| Wealth Architects | 175k | $14M | -3% | Mar 2026 |
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| RTD Financial Advisors | 171k | $13M | -1% | Mar 2026 |
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| Checchi Capital Advisers | 169k | $13M | -8% | Mar 2026 |
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| Mariner Wealth Advisors | 164k | $13M | 3% | Mar 2026 |
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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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| Lido Advisors | 152k | $12M | 368% | Mar 2026 |
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| Pathstone Holdings | 152k | $12M | -1% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 149k | $12M | 4167% | Mar 2026 |
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| Royal Bank of Canada | 143k | $11M | -3% | Mar 2026 |
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| Alesco Advisors | 143k | $11M | -2% | Mar 2026 |
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| Shoker Investment Counsel | 143k | $11M | 1% | Mar 2026 |
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| Omega Financial Group | 141k | $11M | 0% | Mar 2026 |
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| Brand Asset Management Group | 140k | $11M | -6% | Mar 2026 |
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| RMB Capital Management | 139k | $11M | 21% | Mar 2026 |
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| Cullen Frost Bankers | 136k | $11M | -8% | Mar 2026 |
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| Sound Stewardship | 132k | $10M | 0% | Mar 2026 |
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| Goss Wealth Management | 131k | $10M | 7% | Mar 2026 |
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| Frontier Asset Management | 130k | $10M | 524% | Mar 2026 |
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| DORVAL Corp | 130k | $10M | -4% | Mar 2026 |
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| WESCAP Management | 129k | $10M | 0% | Mar 2026 |
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| Ameriprise Financial | 126k | $9.9M | -14% | Mar 2026 |
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| M^T Bank Corporation | 122k | $9.6M | -4% | Mar 2026 |
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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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| Fonville Wealth Management | 116k | $9.1M | 2% | Mar 2026 |
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| Ifrah Financial Services | 114k | $9.0M | -2% | Mar 2026 |
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| Schoolcraft Capital | 111k | $8.7M | -3% | Mar 2026 |
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| Bessemer | 108k | $8.4M | 7% | Mar 2026 |
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| IFG Advisors | 106k | $8.3M | 5% | Mar 2026 |
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| Integrated Wealth Concepts | 103k | $8.1M | 4% | Mar 2026 |
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| LTG Capital | 102k | $8.0M | 1% | Mar 2026 |
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| Brooklyn FI | 102k | $8.0M | -2% | Mar 2026 |
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| Beacon Pointe Advisors | 101k | $7.8M | 28% | Dec 2025 |
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| Bleakley Financial Group | 100k | $7.9M | 2% | Mar 2026 |
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| Equitable Holdings | 98k | $7.6M | -4% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 97k | $7.5M | 20% | 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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| NFP Retirement | 92k | $7.2M | 5% | Mar 2026 |
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| Bank of Stockton Trust & Investment | 89k | $7.0M | -5% | Mar 2026 |
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| Encompass Wealth Advisors | 89k | $7.0M | 2% | Mar 2026 |
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| Sterling Capital Management | 84k | $6.6M | -9% | Mar 2026 |
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| Franklin Resources | 83k | $6.5M | 4% | Mar 2026 |
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| HPM Partners | 83k | $6.5M | 192% | 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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| NorthStar Asset Management | 77k | $6.0M | 6% | Mar 2026 |
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| Blueline Advisors | 76k | $6.0M | 100% | Mar 2026 |
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| Mml Investors Services | 74k | $5.8M | -5% | Mar 2026 |
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| Cornerstone Management | 72k | $5.7M | 3% | Mar 2026 |
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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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| Coldstream Capital Management | 71k | $5.5M | -2% | Mar 2026 |
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| Parkside Financial Bank & Trust | 70k | $5.5M | 0% | Mar 2026 |
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| Oppenheimer Asset Management | 69k | $5.4M | 1% | Mar 2026 |
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| Adviser Investments | 69k | $5.4M | -12% | 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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| Cascade Financial Partners | 67k | $5.2M | 6% | Mar 2026 |
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| Harbor Advisory Corp | 66k | $5.2M | 4% | Mar 2026 |
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| Acadian Asset Management | 66k | $5.1M | -32% | Mar 2026 |
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| One Capital Management | 65k | $5.1M | 5% | Mar 2026 |
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| TCG Advisory Services | 65k | $5.1M | 100% | Mar 2026 |
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| Miracle Mile Advisors | 64k | $5.0M | 3% | Mar 2026 |
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| MSH Capital Advisors | 64k | $5.0M | 1% | Mar 2026 |
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| Fca Corp | 64k | $4.9M | -8% | Dec 2025 |
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| Shore Point Advisors | 63k | $4.9M | -48% | Mar 2026 |
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| Financiere des Professionnels - Fonds d,investissement | 62k | $4.8M | -61% | Mar 2026 |
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| Larson Financial Group | 62k | $4.8M | -1% | Dec 2025 |
|
| Brian McDonald | 61k | $4.7M | 0% | Dec 2025 |
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| Bsc Private Wealth Management | 61k | $4.8M | -2% | Mar 2026 |
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| Bp Wealth Management | 60k | $4.7M | 0% | Mar 2026 |
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| Quent Capital | 60k | $4.7M | -3% | Mar 2026 |
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| Investors Research Corp | 59k | $4.6M | -10% | Mar 2026 |
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| Washington Trust Bank | 59k | $4.6M | 21% | Mar 2026 |
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| Private Advisor | 59k | $4.6M | -8% | Mar 2026 |
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| Professional Financial Advisors | 59k | $4.6M | 100% | Mar 2026 |
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| Heritage Trust | 58k | $4.6M | -5% | Mar 2026 |
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| Goldstein Advisors | 56k | $4.4M | -2% | Mar 2026 |
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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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| Austin Private Wealth | 53k | $4.1M | -10% | Dec 2025 |
|
| Auto-Owners Insurance | 52k | $4.1M | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 50k | $3.9M | -45% | Mar 2026 |
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| Pensionmark Financial Group | 50k | $3.9M | -9% | Mar 2026 |
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| Hancock Bank Trust Department | 49k | $4.1M | -7% | Mar 2026 |
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| Sei Investments | 48k | $3.8M | -34% | Mar 2026 |
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| Aspiriant | 46k | $3.6M | -13% | Mar 2026 |
|
| Total Wealth Planning | 4.4k | $339k | -95% | Dec 2025 |
|
| Allspring Global Investments Holdings | 3.8k | $299k | -97% | Mar 2026 |
|
Who sold out of ISHARES TR MSCI Small Cap msci small cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 1.8M | $138M |
| Brighton Jones | Dec 2025 | 118k | $9.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 117k | $9.2M |
| Old Mission Capital | Sep 2025 | 60k | $4.6M |