Institutional Ownership Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ). We have compiled data on the 751 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
13,059,249
shares
|
$817 Million
0.91% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
8,839,995
shares
|
$553 Million
1.17% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,833,346
shares
|
$302 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,251,872
shares
|
$266 Million
0.91% of portfolio
|
Q2 2023
Reduced 45.77%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
3,560,557
shares
|
$223 Million
0.9% of portfolio
|
Q2 2024
Reduced 32.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,460,028
shares
|
$216 Million
0.0% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,251,725
shares
|
$203 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,693,615
shares
|
$169 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,271,038
shares
|
$142 Million
1.97% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,938,594
shares
|
$121 Million
0.39% of portfolio
|
Q3 2024
Reduced 75.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,847,588
shares
|
$116 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,661,380
shares
|
$104 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,308,857
shares
|
$81.9 Million
0.01% of portfolio
|
Q3 2024
Added 1121.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,305,174
shares
|
$81.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,126,499
shares
|
$70.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,097,512
shares
|
$68.7 Million
1.74% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
887,531
shares
|
$55.5 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
838,703
shares
|
$52.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
810,652
shares
|
$50.7 Million
0.08% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
706,279
shares
|
$44.2 Million
0.17% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
686,988
shares
|
$43 Million
0.01% of portfolio
|
Q3 2024
Added 112.4%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
673,978
shares
|
$42.2 Million
1.0% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
670,404
shares
|
$41.9 Million
0.3% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
670,008
shares
|
$41.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
669,164
shares
|
$41.9 Million
0.07% of portfolio
|
Q3 2024
Added 1.72%
|