ISHARES TR MSCI Small Cap msci small cap shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.0M | 51k | 78.41 |
| 2025-12-31 | $3.5M | 45k | 77.53 |
| 2025-09-30 | $3.5M | 46k | 76.72 |
| 2025-06-30 | $3.4M | 46k | 72.68 |
| 2025-03-31 | $2.7M | 42k | 63.53 |
| 2024-12-31 | $2.0M | 33k | 60.75 |
| 2024-09-30 | $1.5M | 23k | 65.88 |
| 2024-06-30 | $1.5M | 25k | 61.64 |
| 2024-03-31 | $1.3M | 20k | 63.33 |
| 2023-12-31 | $1.1M | 17k | 61.90 |
| 2023-09-30 | $785k | 14k | 56.47 |
| 2023-06-30 | $536k | 9.1k | 58.98 |
| 2023-03-31 | $281k | 4.7k | 59.51 |
| 2022-12-31 | $254k | 4.5k | 56.48 |
| 2022-09-30 | $264k | 5.4k | 48.85 |
| 2022-06-30 | $319k | 5.8k | 54.58 |
| 2022-03-31 | $349k | 5.3k | 66.38 |
| 2021-12-31 | $63k | 868 | 72.58 |
| 2021-09-30 | $65k | 868 | 74.88 |
| 2021-06-30 | $64k | 868 | 73.73 |
| 2020-03-31 | $0 | 3 | 0.00 |
| 2019-12-31 | $19M | 300k | 62.28 |
| 2019-09-30 | $1.3M | 23k | 57.24 |
| 2018-03-31 | $456k | 7.0k | 65.14 |
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