Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Total 13F shares
-
393,084
-
Share change
-
+67,708
-
Total reported value
-
$14,484,000
-
Price per share
-
$36.84
-
Number of holders
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21
-
Value change
-
+$2,502,448
-
Number of buys
-
17
-
Number of sells
-
7
Institutional Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q3 2021
As of 30 Sep 2021 ISHARES TR - MSCI EAFE SMCP (HSCZ) had 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 393,084 shares of stock of the company.
Largest 10 holders included Berkeley, Inc, AE Wealth Management LLC, Cetera Advisor Networks LLC, Change Path, LLC, Raymond James Financial Services Advisors, Inc., CAPITAL WEALTH MANAGEMENT, LLC, Atlas Private Wealth Management, Cascadia Advisory Services, LLC, BANK OF AMERICA CORP /DE/, and Sowell Financial Services LLC.
This table shows 22 institutional shareholders of the security as of 30 Sep 2021.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.