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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,837
shares
|
$242,766
0.02% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,783
shares
|
$239,350
0.05% of portfolio
|
Q3 2024
Reduced 40.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
3,759
shares
|
$237,831
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,721
shares
|
$235,427
0.07% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,718
shares
|
$235,237
0.05% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,713
shares
|
$234,921
0.09% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,663
shares
|
$231,758
0.05% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,630
shares
|
$229,670
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,588
shares
|
$227,012
0.01% of portfolio
|
Q4 2024
Reduced 50.98%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
3,574
shares
|
$226,126
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,564
shares
|
$225,494
0.02% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,526
shares
|
$223,090
0.0% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
3,511
shares
|
$222,140
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,486
shares
|
$220,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,479
shares
|
$220,116
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,465
shares
|
$219,230
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,432
shares
|
$217,142
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,381
shares
|
$213,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,362
shares
|
$212,713
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
3,350
shares
|
$211,954
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,286
shares
|
$207,905
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
3,209
shares
|
$203,033
0.1% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,184
shares
|
$201,451
0.04% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
3,160
shares
|
$199,933
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,082
shares
|
$194,998
0.02% of portfolio
|
Q3 2024
Reduced 9.17%
|