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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
4,249
shares
|
$267,262
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$266,381
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,184
shares
|
$263,173
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
4,125
shares
|
$259,462
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,117
shares
|
$258,959
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
4,110
shares
|
$258,519
0.08% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$257,890
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,046
shares
|
$254,493
0.08% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,023
shares
|
$253,046
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,013
shares
|
$252,417
0.16% of portfolio
|
Q4 2024
Added 37.29%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,003
shares
|
$251,788
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
3,987
shares
|
$250,782
0.08% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,939
shares
|
$247,763
0.01% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$247,700
0.02% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,918
shares
|
$246,442
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
3,915
shares
|
$246,253
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
3,877
shares
|
$243,863
0.0% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,837
shares
|
$241,347
0.02% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,783
shares
|
$237,950
0.05% of portfolio
|
Q3 2024
Reduced 40.33%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,771
shares
|
$237,195
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,765
shares
|
$236,818
0.11% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
3,759
shares
|
$236,441
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,721
shares
|
$234,050
0.07% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,718
shares
|
$233,862
0.05% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,713
shares
|
$233,547
0.09% of portfolio
|
Q4 2024
Added 1.64%
|