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ISHARES TR MSCI Small Cap msci small cap shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment Management 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 Tortoise Investment Management 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 18k 63.33
2023-12-31 $1.1M 18k 60.10
2023-09-30 $1.1M 19k 56.47
2023-06-30 $1.1M 19k 58.98
2023-03-31 $1.1M 19k 59.51
2022-12-31 $1.1M 19k 56.48
2022-09-30 $917k 19k 48.81
2022-06-30 $1.0M 19k 54.60
2022-03-31 $1.3M 19k 66.32
2021-12-31 $1.4M 20k 73.08
2021-09-30 $1.5M 20k 74.41
2021-06-30 $1.5M 20k 74.18
2021-03-31 $1.4M 20k 71.86
2020-12-31 $1.4M 20k 68.37
2020-09-30 $1.3M 23k 58.99
2020-06-30 $1.3M 24k 53.60
2020-03-31 $1.7M 39k 44.84
2019-12-31 $3.4M 54k 62.27
2019-09-30 $3.4M 59k 57.23
2019-06-30 $3.8M 66k 57.40
2019-03-31 $4.6M 80k 57.44
2018-12-31 $4.4M 84k 51.82
2018-09-30 $5.3M 85k 62.28
2018-06-30 $5.6M 90k 62.74
2018-03-31 $5.9M 90k 65.19
2017-12-31 $5.4M 83k 64.50
2017-09-30 $5.1M 83k 62.00
2017-06-30 $4.7M 81k 57.84
2017-03-31 $4.2M 77k 54.13
2016-12-31 $3.7M 75k 49.84
2016-09-30 $3.7M 71k 52.41
2016-06-30 $3.3M 69k 48.26
2016-03-31 $3.5M 70k 49.80
2015-12-31 $3.9M 78k 49.95
2015-09-30 $3.7M 78k 47.77
2015-06-30 $3.7M 73k 51.01
2015-03-31 $3.6M 72k 49.47
2014-12-31 $3.6M 76k 46.71
2014-09-30 $4.4M 91k 48.50
2014-06-30 $4.8M 91k 52.92
2014-03-31 $4.3M 83k 52.20
2013-12-31 $3.1M 61k 50.98
2013-09-30 $2.7M 56k 48.51
2013-06-30 $2.5M 59k 41.93
2013-03-31 $2.0M 46k 43.97
2012-12-31 $1.4M 35k 40.70

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Nuveen Mun Value Fd 2 (NUW)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Tortoise Investment Management

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