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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
33,730
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,574
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,448
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
33,172
shares
|
$2.08 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,158
shares
|
$2.07 Million
3.15% of portfolio
|
Q1 2023
Reduced 69.37%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
33,141
shares
|
$2.07 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
33,065
shares
|
$2.07 Million
0.66% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
32,985
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.3%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
32,951
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
32,691
shares
|
$2.05 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
32,594
shares
|
$2.04 Million
0.34% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
32,479
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
32,469
shares
|
$2.03 Million
0.34% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
32,335
shares
|
$2.02 Million
0.28% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
32,183
shares
|
$2.01 Million
0.94% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
31,517
shares
|
$1.97 Million
0.71% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
31,423
shares
|
$1.97 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
31,184
shares
|
$1.95 Million
1.08% of portfolio
|
Q2 2022
Added 6.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
30,733
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
30,633
shares
|
$1.92 Million
0.1% of portfolio
|
Q4 2024
Reduced 17.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
30,470
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
30,290
shares
|
$1.89 Million
0.37% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,247
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
30,013
shares
|
$1.88 Million
0.23% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
29,693
shares
|
$1.86 Million
1.11% of portfolio
|
Q3 2024
New holding
|