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 773 institutions that hold shares in the stock, with a total of 99.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
13,724
shares
|
$868,317
0.19% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
13,709
shares
|
$867,368
0.61% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
13,702
shares
|
$866,925
0.08% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
13,565
shares
|
$858,257
0.25% of portfolio
|
Q1 2023
Reduced 11.49%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
13,549
shares
|
$857,245
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,476
shares
|
$852,626
0.06% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
13,402
shares
|
$847,944
0.02% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
13,374
shares
|
$846,172
0.24% of portfolio
|
Q4 2024
Reduced 44.39%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
13,297
shares
|
$841,301
0.08% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
13,290
shares
|
$840,858
0.04% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
13,089
shares
|
$828,141
0.08% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
13,052
shares
|
$825,800
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
13,041
shares
|
$825,104
0.04% of portfolio
|
Q4 2023
Reduced 10.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,955
shares
|
$819,662
0.02% of portfolio
|
Q3 2022
Added 19.77%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
12,939
shares
|
$818,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,930
shares
|
$818,081
0.03% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
12,895
shares
|
$815,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
12,828
shares
|
$811,627
0.45% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
12,817
shares
|
$810,931
0.02% of portfolio
|
Q4 2024
Added 20.48%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,811
shares
|
$810,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
12,767
shares
|
$807,768
0.28% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,710
shares
|
$804,161
0.05% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
12,543
shares
|
$793,595
0.02% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
12,408
shares
|
$785,054
0.17% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
12,363
shares
|
$782,207
0.29% of portfolio
|
Q4 2024
Reduced 5.86%
|