Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Total 13F shares
-
2,009,732
-
Share change
-
-50,581
-
Total reported value
-
$64,647,192
-
Price per share
-
$32.20
-
Number of holders
-
46
-
Value change
-
-$1,680,987
-
Number of buys
-
23
-
Number of sells
-
26
Institutional Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - MSCI EAFE SMCP (HSCZ) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,009,732 shares.
The largest 10 holders included
LPL Financial LLC, CAPITAL WEALTH MANAGEMENT, LLC, Sachetta, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Ipsen Advisor Group LLC, Cetera Investment Advisers, Lighthouse Wealth Management Inc., AE Wealth Management LLC, BANK OF AMERICA CORP /DE/, and Comprehensive Wealth Management, LLC.
This page lists
46
institutional shareholders reporting positions in this security
for the Q1 2025 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.