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Get Institutions for : 
Ishares Currency Hedged Msci Eafe Small Cap ETFA (HSCZ)  
$32.32 0.10 (0.32%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    0
Total shares held : 
1,143,964  
% of shares held : 
1.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
117,924  
% of shares held change : 
  0.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$27.48  
Last Quarter's Ending Price : 
$29.30  
Last Quarter's Average Price
$27.92  
Change from last quarter's     
avg. price to the last closing  : 
4.40 (15.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 59,270
 5.18%
 
Increased Positions :
15
 130,902
 11.44%
 
Unchanged Positions :
8
 6,240
 0.55%
 
Decreased Positions :
6
-39,762
-3.48%
 
Closed Positions :
4
-32,486
-2.84%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 286 - 2024-03-31 165,775 $5,222,000 778
   COMMONWEALTH EQUITY SERVICES LLC. 1166 - 2024-03-31 157,754 $4,969,000 33,233
   LPL FINANCIAL CORP 2029 - 2024-03-31 112,945 $3,558,000 50,821
   FINANCIAL NETWORK 983 - 2024-03-31 68,161 $2,147,000 15,747
   Comprehensive Wealth Management LLC 9 - 2024-03-31 41,129 $1,296,000 5,793
   WESCAP Management Group Inc. 62 - 2024-03-31 26,856 $846,000 5,574
   Goss Wealth Management LLC 1307 - 2024-03-31 16,593 $523,000 976
   FINANCIAL ADVISORY CORP /UT/ /ADV 110 - 2024-03-31 10,707 $337,000 3,124
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2758 - 2024-03-31 8,639 $272,000 691
   Global Retirement Partners LLC 1293 - 2024-03-31 1,989 $63,000 346
   MORGAN STANLEY 6036 - 2024-03-31 1,422 $45,000 101
   HARBOUR INVESTMENTS INC. 1985 - 2023-12-31 511 $15,000 65
   UBS Group AG 6137 - 2024-03-31 224 $7,000 224

  13 Records found
  1    
  Page 1 of 1
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