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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
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 Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack 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 Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

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
Bank of New York Mellon
Tiaa Trust, National Association
Matson Money
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