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 778 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
300,267
shares
|
$19.3 Million
1.27% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
288,201
shares
|
$18.5 Million
4.75% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
286,953
shares
|
$18.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
277,082
shares
|
$17.8 Million
0.03% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
271,584
shares
|
$17.5 Million
4.66% of portfolio
|
Q3 2022
Added 2.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
270,840
shares
|
$17.4 Million
0.16% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
262,982
shares
|
$16.9 Million
8.92% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
260,156
shares
|
$16.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
260,022
shares
|
$16.7 Million
0.12% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
241,985
shares
|
$15.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
226,134
shares
|
$14.5 Million
0.03% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
224,959
shares
|
$14.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
223,838
shares
|
$14.4 Million
5.04% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
222,739
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
215,568
shares
|
$13.9 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
214,997
shares
|
$13.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 26.65%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
213,998
shares
|
$13.8 Million
0.76% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
213,085
shares
|
$13.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,677
shares
|
$13.4 Million
0.08% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
201,609
shares
|
$13 Million
0.29% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
199,741
shares
|
$12.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
199,700
shares
|
$12.8 Million
6.19% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Kabouter Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
196,862
shares
|
$12.7 Million
85.5% of portfolio
|
Q3 2024
Added 38.7%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
189,564
shares
|
$12.2 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
186,106
shares
|
$12 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.6%
|