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

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

Historical chart of Capital Analysts 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 Capital Analysts consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 27k 63.28
2023-12-31 $1.5M 24k 61.53
2023-09-30 $1.5M 27k 56.27
2023-06-30 $1.4M 24k 59.24
2023-03-31 $1.4M 24k 59.69
2022-12-31 $1.6M 29k 56.75
2022-09-30 $11M 218k 48.78
2022-06-30 $7.4M 135k 54.59
2022-03-31 $8.6M 131k 66.02
2021-12-31 $9.4M 129k 73.09
2021-09-30 $9.3M 126k 74.41
2021-06-30 $9.0M 121k 74.16
2021-03-31 $8.6M 120k 71.84
2020-12-31 $6.0M 88k 68.35
2020-09-30 $3.3M 56k 58.99
2020-06-30 $3.2M 60k 53.62
2020-03-31 $3.3M 74k 44.83
2019-12-31 $7.8M 125k 62.28
2019-09-30 $7.1M 124k 57.23
2019-06-30 $7.3M 128k 57.40
2019-03-31 $7.1M 123k 57.43
2018-12-31 $6.1M 119k 51.82
2018-09-30 $7.7M 123k 62.28
2018-06-30 $7.5M 120k 62.74
2018-03-31 $7.0M 108k 65.19
2017-12-31 $75k 2.4k 31.65
2017-09-30 $6.4M 104k 62.00
2017-06-30 $508k 8.8k 57.84
2017-03-31 $475k 8.8k 54.14
2016-12-31 $974k 20k 49.85
2016-09-30 $995k 19k 52.41
2016-06-30 $992k 21k 48.26
2016-03-31 $1.2M 23k 49.80
2015-12-31 $1.1M 22k 49.95
2015-09-30 $990k 21k 47.77
2015-06-30 $971k 19k 51.02
2015-03-31 $521k 11k 49.47
2014-12-31 $403k 8.6k 46.71
2014-09-30 $5.6M 116k 48.50
2014-06-30 $5.8M 109k 52.92
2014-03-31 $5.2M 100k 52.20
2013-12-31 $5.4M 105k 50.98
2013-09-30 $4.6M 94k 48.51
2013-06-30 $3.8M 90k 41.94
2013-03-31 $3.7M 84k 43.96
2012-12-31 $2.9M 72k 40.71

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelitymerrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdrsertr Portfolio S&p600 (SPSM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchtrdslfidx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Ssgaactive Etf Tr Mult Ass Rlrtn (RLY)

View all positions for Capital Analysts

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

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