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ISHARES TR MSCI Small Cap msci small cap shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment Management investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Tortoise Investment Management 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 18k 67.70
2024-06-30 $1.1M 18k 61.64
2024-03-31 $1.2M 18k 63.33
2023-12-31 $1.1M 18k 60.10
2023-09-30 $1.1M 19k 56.47
2023-06-30 $1.1M 19k 58.98
2023-03-31 $1.1M 19k 59.51
2022-12-31 $1.1M 19k 56.48
2022-09-30 $917k 19k 48.81
2022-06-30 $1.0M 19k 54.60
2022-03-31 $1.3M 19k 66.32
2021-12-31 $1.4M 20k 73.08
2021-09-30 $1.5M 20k 74.41
2021-06-30 $1.5M 20k 74.18
2021-03-31 $1.4M 20k 71.86
2020-12-31 $1.4M 20k 68.37
2020-09-30 $1.3M 23k 58.99
2020-06-30 $1.3M 24k 53.60
2020-03-31 $1.7M 39k 44.84
2019-12-31 $3.4M 54k 62.27
2019-09-30 $3.4M 59k 57.23
2019-06-30 $3.8M 66k 57.40
2019-03-31 $4.6M 80k 57.44
2018-12-31 $4.4M 84k 51.82
2018-09-30 $5.3M 85k 62.28
2018-06-30 $5.6M 90k 62.74
2018-03-31 $5.9M 90k 65.19
2017-12-31 $5.4M 83k 64.50
2017-09-30 $5.1M 83k 62.00
2017-06-30 $4.7M 81k 57.84
2017-03-31 $4.2M 77k 54.13
2016-12-31 $3.7M 75k 49.84
2016-09-30 $3.7M 71k 52.41
2016-06-30 $3.3M 69k 48.26
2016-03-31 $3.5M 70k 49.80
2015-12-31 $3.9M 78k 49.95
2015-09-30 $3.7M 78k 47.77
2015-06-30 $3.7M 73k 51.01
2015-03-31 $3.6M 72k 49.47
2014-12-31 $3.6M 76k 46.71
2014-09-30 $4.4M 91k 48.50
2014-06-30 $4.8M 91k 52.92
2014-03-31 $4.3M 83k 52.20
2013-12-31 $3.1M 61k 50.98
2013-09-30 $2.7M 56k 48.51
2013-06-30 $2.5M 59k 41.93
2013-03-31 $2.0M 46k 43.97
2012-12-31 $1.4M 35k 40.70

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Cmbs Etf (CMBS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Doubleline Etf Trust Mortgage Etf (DMBS)

View all positions for Tortoise Investment Management

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