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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,823
shares
|
$366,266
0.01% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$366,015
0.0% of portfolio
|
Q3 2024
Reduced 22.06%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
5,811
shares
|
$365,511
0.06% of portfolio
|
Q4 2024
Reduced 27.25%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
5,723
shares
|
$359,976
0.04% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,646
shares
|
$355,133
0.01% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,643
shares
|
$354,944
0.22% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
5,623
shares
|
$353,686
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
5,620
shares
|
$353,498
0.22% of portfolio
|
Q1 2024
Added 3.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,618
shares
|
$353,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$350,353
0.26% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,567
shares
|
$350,164
0.01% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,545
shares
|
$348,780
0.01% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
5,536
shares
|
$348,214
0.05% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5,510
shares
|
$346,579
0.02% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
5,436
shares
|
$341,924
0.26% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5,424
shares
|
$341,169
0.21% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,357
shares
|
$336,955
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
5,260
shares
|
$330,854
0.14% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,225
shares
|
$328,652
0.0% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,177
shares
|
$325,633
0.01% of portfolio
|
Q4 2022
Added 13.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
5,154
shares
|
$324,186
0.05% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,152
shares
|
$324,060
0.09% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,113
shares
|
$321,607
0.39% of portfolio
|
Q2 2024
Added 14.92%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,069
shares
|
$318,840
0.21% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,024
shares
|
$316,009
0.27% of portfolio
|
Q4 2024
New holding
|