Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Total 13F shares
-
1,490,669
-
Share change
-
+146,519
-
Total reported value
-
$46,945,744
-
Price per share
-
$31.50
-
Number of holders
-
39
-
Value change
-
+$4,830,307
-
Number of buys
-
21
-
Number of sells
-
14
Institutional Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - MSCI EAFE SMCP (HSCZ) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,490,669 shares.
The largest 10 holders included
CAPITAL WEALTH MANAGEMENT, LLC, Berkeley, Inc, AE Wealth Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, Systelligence, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, Cetera Investment Advisers, Comprehensive Wealth Management, LLC, and Certified Advisory Corp.
This page lists
39
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.