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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
162
shares
|
$10,189
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
159
shares
|
$10,001
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
153
shares
|
$9,623
0.0% of portfolio
|
Q3 2023
Reduced 23.88%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
150
shares
|
$9,435
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
136
shares
|
$8,554
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
134
shares
|
$8,428
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
134
shares
|
$8,428
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
131
shares
|
$8,239
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
124
shares
|
$7,799
0.0% of portfolio
|
Q1 2024
Added 158.33%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
120
shares
|
$7,548
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
119
shares
|
$7,485
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
111
shares
|
$6,981
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
102
shares
|
$6,415
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$6,290
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$6,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
90
shares
|
$5,661
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
84
shares
|
$5,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
83
shares
|
$5,220
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
81
shares
|
$5,094
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
78
shares
|
$4,906
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
75
shares
|
$4,717
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
62
shares
|
$3,899
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
60
shares
|
$3,774
0.0% of portfolio
|
Q2 2024
Reduced 90.9%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
59
shares
|
$3,711
0.0% of portfolio
|
Q3 2024
Reduced 83.29%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$3,648
0.0% of portfolio
|
Q2 2024
New holding
|