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 762 institutions that hold shares in the stock, with a total of 93.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
16,990
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
16,377
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
15,849
shares
|
$996,902
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
15,656
shares
|
$984,762
0.38% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
15,611
shares
|
$981,931
0.21% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
15,530
shares
|
$976,837
0.07% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,115
shares
|
$950,733
0.13% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
15,018
shares
|
$944,632
0.66% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$943,500
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
14,961
shares
|
$941,046
0.05% of portfolio
|
Q3 2022
Reduced 14.92%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,772
shares
|
$929,158
0.46% of portfolio
|
Q1 2024
Added 6.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,726
shares
|
$926,265
0.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
14,723
shares
|
$926,076
0.61% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
14,712
shares
|
$925,384
0.02% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
14,608
shares
|
$918,843
0.05% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
14,545
shares
|
$914,880
0.57% of portfolio
|
Q1 2024
Added 21.16%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
14,352
shares
|
$902,740
0.13% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
14,192
shares
|
$892,676
0.02% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
14,137
shares
|
$889,217
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
14,118
shares
|
$888,022
0.35% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
13,724
shares
|
$863,239
0.19% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
13,709
shares
|
$862,296
0.61% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
13,702
shares
|
$861,855
0.08% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
13,565
shares
|
$853,238
0.25% of portfolio
|
Q1 2023
Reduced 11.49%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
13,549
shares
|
$852,232
0.05% of portfolio
|
Q4 2024
Added 2.03%
|