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 |
|---|---|---|---|---|---|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
3,022
shares
|
$191,201
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,017
shares
|
$190,885
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,987
shares
|
$188,987
0.07% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,984
shares
|
$188,797
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
2,953
shares
|
$186,836
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,878
shares
|
$182,091
0.06% of portfolio
|
Q3 2023
Reduced 61.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,850
shares
|
$180,319
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,765
shares
|
$174,941
0.03% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,628
shares
|
$166,273
0.01% of portfolio
|
Q4 2024
Added 1227.27%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
2,522
shares
|
$159,566
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,337
shares
|
$147,861
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,300
shares
|
$145,521
0.18% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,280
shares
|
$144,255
0.03% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,230
shares
|
$141,092
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,168
shares
|
$137,169
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,095
shares
|
$132,550
0.01% of portfolio
|
Q2 2022
Reduced 20.64%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,077
shares
|
$131,411
0.01% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,043
shares
|
$129,260
0.06% of portfolio
|
Q1 2023
Reduced 3.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,999
shares
|
$126,476
0.02% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,951
shares
|
$123,439
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,879
shares
|
$118,884
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,871
shares
|
$118,378
0.02% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,852
shares
|
$117,176
0.01% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,816
shares
|
$114,898
0.03% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,793
shares
|
$113,443
0.02% of portfolio
|
Q4 2024
Added 0.39%
|