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ISHARES TR MSCI Small Cap msci small cap shares owned by Ohe Financial

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Ohe Financial from 13F filings

Historical chart of Ohe Financial investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Ohe Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 52k 63.33
2023-09-30 $2.9M 52k 56.47
2023-06-30 $3.1M 53k 58.98
2023-03-31 $3.2M 53k 59.51
2022-12-31 $2.9M 51k 56.48
2022-09-30 $2.4M 50k 48.78
2022-06-30 $2.3M 43k 54.60
2022-03-31 $2.6M 40k 66.33
2021-12-31 $2.9M 40k 73.09
2021-09-30 $2.9M 38k 74.42
2021-06-30 $2.8M 38k 74.16
2021-03-31 $2.7M 38k 71.84
2020-12-31 $2.6M 38k 68.36
2020-09-30 $2.2M 38k 58.99
2020-06-30 $2.0M 38k 53.64
2020-03-31 $14M 86k 165.06
2019-12-31 $2.3M 37k 62.28
2019-09-30 $2.1M 37k 57.24
2019-06-30 $2.0M 35k 57.41
2019-03-31 $1.8M 32k 57.45
2018-12-31 $1.6M 30k 51.84
2018-09-30 $1.7M 28k 62.28
2018-06-30 $1.7M 28k 62.75
2018-03-31 $1.8M 28k 65.19
2017-12-31 $1.8M 27k 64.53
2017-09-30 $1.7M 27k 62.01
2017-06-30 $1.5M 26k 57.87
2017-03-31 $1.4M 26k 54.17
2016-12-31 $1.2M 25k 49.87
2016-09-30 $1.3M 24k 52.44
2016-06-30 $1.1M 24k 48.30
2016-03-31 $1.2M 23k 49.80
2015-12-31 $1.1M 22k 49.96
2015-09-30 $1.0M 22k 47.81
2015-06-30 $1.1M 21k 51.04
2015-03-31 $928k 19k 49.51
2014-12-31 $748k 16k 46.77
2014-09-30 $629k 13k 48.58
2014-06-30 $293k 5.5k 53.07

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Jane Street
FMR
Goldman Sachs Group
BlackRock
Morgan Stanley
Bank of America Corporation
Modera Wealth Management
Pnc Financial Services
Washington Trust Bank

View all funds holding ISHARES TR MSCI Small Cap msci small cap