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ISHARES TR MSCI Small Cap msci small cap shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 65k 76.72
2025-06-30 $5.0M 69k 72.68
2025-03-31 $1.7M 27k 63.53
2024-12-31 $1.7M 27k 60.75
2024-09-30 $2.1M 31k 67.70
2024-06-30 $1.8M 29k 61.64
2024-03-31 $789k 13k 63.33
2023-12-31 $827k 13k 61.90
2023-09-30 $549k 9.7k 56.47
2023-06-30 $689k 12k 58.98
2023-03-31 $751k 13k 59.51
2022-12-31 $737 13k 0.06
2022-09-30 $724k 15k 48.81
2022-06-30 $3.4M 62k 54.58
2022-03-31 $5.8M 80k 73.09
2021-12-31 $5.8M 80k 73.09
2021-09-30 $8.9M 119k 74.42
2021-06-30 $6.0M 81k 74.15
2021-03-31 $5.2M 72k 71.84
2020-12-31 $5.3M 77k 68.35
2020-09-30 $4.0M 71k 56.92
2020-06-30 $3.8M 71k 53.62
2020-03-31 $2.8M 62k 44.83
2019-12-31 $1.6M 25k 62.27
2019-09-30 $2.4M 41k 58.53
2019-06-30 $2.4M 41k 57.41
2019-03-31 $1.7M 30k 57.79
2018-12-31 $2.1M 41k 51.83
2018-09-30 $1.5M 24k 62.29
2018-06-30 $556k 9.0k 62.03
2018-03-31 $571k 8.8k 65.22
2017-12-31 $594k 9.0k 66.10
2017-09-30 $777k 13k 61.76
2017-06-30 $640k 11k 57.39
2017-03-31 $614k 11k 53.85
2016-12-31 $582k 11k 51.12
2016-09-30 $661k 13k 52.41
2016-06-30 $705k 15k 47.30
2016-03-31 $706k 14k 49.81
2015-12-31 $1.1M 23k 49.97
2015-09-30 $526k 11k 47.79
2015-06-30 $542k 11k 50.98
2015-03-31 $874k 18k 49.50
2014-12-31 $736k 16k 46.69
2014-09-30 $781k 16k 48.49
2014-06-30 $703k 13k 52.91
2014-03-31 $542k 10k 52.22
2013-12-31 $486k 9.5k 50.99

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Top funds holding ISHARES TR MSCI Small Cap msci small cap

Tiaa Trust, National Association
Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers

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