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 |
---|---|---|---|---|---|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
11,520
shares
|
$724,608
0.2% of portfolio
|
Q3 2024
Added 2.9%
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,229
shares
|
$706,304
0.15% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,175
shares
|
$702,907
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
11,171
shares
|
$702,655
0.03% of portfolio
|
Q3 2024
Added 26.4%
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
11,121
shares
|
$699,510
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
11,115
shares
|
$699,133
0.35% of portfolio
|
Q4 2024
New holding
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
11,075
shares
|
$696,617
0.49% of portfolio
|
Q4 2023
New holding
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
10,883
shares
|
$684,540
0.56% of portfolio
|
Q4 2024
New holding
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
10,685
shares
|
$672,086
0.07% of portfolio
|
Q3 2024
New holding
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
10,568
shares
|
$664,727
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
10,455
shares
|
$657,619
0.61% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,436
shares
|
$656,424
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,286
shares
|
$646,989
0.13% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10,261
shares
|
$645,416
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
10,215
shares
|
$642,523
0.01% of portfolio
|
Q4 2024
Added 2.31%
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
9,953
shares
|
$626,043
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
9,922
shares
|
$624,093
0.12% of portfolio
|
Q4 2024
Added 2.04%
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
9,896
shares
|
$622,458
0.21% of portfolio
|
Q4 2024
New holding
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,812
shares
|
$617,174
0.32% of portfolio
|
Q1 2021
Reduced 0.73%
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,738
shares
|
$612,520
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
9,680
shares
|
$608,872
0.08% of portfolio
|
Q4 2022
Reduced 35.0%
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
9,627
shares
|
$605,538
0.06% of portfolio
|
Q4 2024
Added 213.38%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
9,492
shares
|
$597,046
0.25% of portfolio
|
Q4 2024
Added 7.31%
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
9,454
shares
|
$594,656
0.52% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,435
shares
|
$593,461
0.0% of portfolio
|
Q4 2022
Added 2.39%
|