Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MSCI EAFE SMCP
-
Total 13F shares
-
1,790,440
-
Share change
-
+106,249
-
Total reported value
-
$67,359,925
-
Price per share
-
$37.62
-
Number of holders
-
52
-
Value change
-
+$4,036,490
-
Number of buys
-
34
-
Number of sells
-
19
Institutional Holders of ISHARES TR - MSCI EAFE SMCP (HSCZ) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - MSCI EAFE SMCP (HSCZ) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,790,440 shares.
The largest 10 holders included
CAPITAL WEALTH MANAGEMENT, LLC, LPL Financial LLC, AE Wealth Management LLC, Cetera Investment Advisers, Ipsen Advisor Group LLC, Lighthouse Wealth Management Inc., Comprehensive Wealth Management, LLC, BANK OF AMERICA CORP /DE/, Sachetta, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
52
institutional shareholders reporting positions in this security
for the Q3 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.