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 |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
177,622
shares
|
$11.4 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
171,363
shares
|
$11 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
168,866
shares
|
$10.9 Million
1.32% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
164,089
shares
|
$10.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
163,479
shares
|
$10.5 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
161,645
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Added 93.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
159,531
shares
|
$10.3 Million
0.22% of portfolio
|
Q3 2022
Added 1094.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
157,140
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
156,947
shares
|
$10.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.55%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
155,955
shares
|
$10 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
152,767
shares
|
$9.82 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
151,986
shares
|
$9.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
150,142
shares
|
$9.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
149,266
shares
|
$9.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 60.47%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
143,361
shares
|
$9.21 Million
1.82% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
137,982
shares
|
$8.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
137,173
shares
|
$8.81 Million
2.06% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
136,279
shares
|
$8.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
134,981
shares
|
$8.67 Million
3.1% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
134,500
shares
|
$8.64 Million
0.57% of portfolio
|
Q2 2024
Added 93.53%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
131,774
shares
|
$8.47 Million
2.52% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
127,117
shares
|
$8.17 Million
2.61% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
126,327
shares
|
$8.12 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
125,765
shares
|
$8.08 Million
4.54% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
125,616
shares
|
$8.07 Million
1.88% of portfolio
|
Q4 2024
Added 18.69%
|