Aspiriant »

ISHARES TR MSCI Small Cap msci small cap shares owned by Aspiriant

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 59k 63.33
2023-12-31 $3.6M 58k 61.90
2023-09-30 $3.3M 58k 56.47
2023-06-30 $3.4M 58k 58.98
2023-03-31 $3.6M 61k 59.51
2022-12-31 $3.3M 59k 56.48
2022-09-30 $3.1M 64k 48.73
2022-06-30 $4.1M 75k 54.61
2022-03-31 $4.7M 71k 66.33
2021-12-31 $4.8M 66k 73.09
2021-09-30 $5.0M 67k 74.38
2021-06-30 $4.8M 65k 74.17
2021-03-31 $3.6M 50k 71.86
2020-12-31 $3.5M 51k 68.35
2020-09-30 $3.1M 52k 59.00
2020-06-30 $2.8M 53k 53.56
2020-03-31 $1.2M 26k 44.77
2019-12-31 $598k 9.6k 62.34
2019-09-30 $578k 10k 57.34
2019-06-30 $522k 9.1k 57.35
2019-03-31 $561k 9.8k 57.42
2018-12-31 $1.2M 24k 51.80
2016-03-31 $287k 5.8k 49.78
2015-12-31 $288k 5.8k 49.96
2015-09-30 $675k 14k 49.65
2015-06-30 $799k 16k 51.02
2015-03-31 $296k 6.0k 49.54
2014-12-31 $354k 7.6k 46.67
2014-09-30 $520k 11k 48.53
2014-06-30 $1.0M 20k 52.94
2014-03-31 $1.0M 20k 52.17
2013-12-31 $856k 17k 51.00
2013-09-30 $766k 16k 48.51
2013-06-30 $592k 14k 41.91
2013-03-31 $630k 14k 43.93
2012-12-31 $584k 14k 40.72
2012-09-30 $555k 14k 38.70
2012-06-30 $560k 16k 36.13
2011-09-30 $261k 7.5k 34.99
2011-06-30 $808k 19k 43.61
2011-03-31 $803k 19k 43.34

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap