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 |
|---|---|---|---|---|---|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
124,238
shares
|
$7.98 Million
3.0% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
123,584
shares
|
$7.94 Million
2.1% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
121,150
shares
|
$7.79 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
118,917
shares
|
$7.64 Million
0.22% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
118,363
shares
|
$7.61 Million
0.36% of portfolio
|
Q3 2022
Added 390.6%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
116,492
shares
|
$7.49 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
115,587
shares
|
$7.43 Million
0.62% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
109,729
shares
|
$7.05 Million
0.09% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
108,695
shares
|
$6.98 Million
0.02% of portfolio
|
Q4 2024
Added 69.35%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
108,165
shares
|
$6.95 Million
0.08% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
108,035
shares
|
$6.94 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
106,982
shares
|
$6.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
106,682
shares
|
$6.86 Million
0.34% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
105,117
shares
|
$6.75 Million
1.45% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
102,238
shares
|
$6.57 Million
1.89% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
102,045
shares
|
$6.56 Million
0.0% of portfolio
|
Q4 2024
Added 1525.18%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
100,796
shares
|
$6.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
100,601
shares
|
$6.46 Million
0.01% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
100,330
shares
|
$6.45 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
98,315
shares
|
$6.32 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
97,988
shares
|
$6.3 Million
2.07% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
97,988
shares
|
$6.3 Million
2.13% of portfolio
|
Q4 2022
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
96,434
shares
|
$6.2 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
93,223
shares
|
$5.99 Million
0.55% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
91,834
shares
|
$5.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.28%
|