Bitterroot Capital Advisors »

ISHARES TR MSCI Small Cap msci small cap shares owned by Bitterroot Capital Advisors

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

Historical chart of Bitterroot Capital Advisors 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 Bitterroot Capital Advisors 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 Bitterroot Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $51k 646 78.41

More positions owned by Bitterroot Capital Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Msci (MSCI)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)

View all positions for Bitterroot Capital Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
TIAA Wealth Investment Management
Tiaa-cref Individual & Institutional Services
Creative Planning
BlackRock
State of New Jersey Common Pension Fund D
Bank of New York Mellon
FMR
Goldman Sachs Group
Colony
Northern Trust
Cassaday & Co Wealth Management
Wellington Management Company
Cetera Investment Advisers

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