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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
40,564
shares
|
$2.55 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
40,546
shares
|
$2.55 Million
0.6% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
39,678
shares
|
$2.5 Million
0.19% of portfolio
|
Q4 2023
Reduced 35.42%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
38,757
shares
|
$2.44 Million
1.96% of portfolio
|
Q4 2024
Added 25.91%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
38,630
shares
|
$2.43 Million
1.37% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
38,547
shares
|
$2.42 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
38,457
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
38,149
shares
|
$2.4 Million
0.53% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
38,029
shares
|
$2.39 Million
0.09% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
37,830
shares
|
$2.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.83%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
37,657
shares
|
$2.37 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
37,616
shares
|
$2.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 60.46%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
36,710
shares
|
$2.31 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
36,693
shares
|
$2.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,656
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2020
Reduced 11.41%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
36,462
shares
|
$2.29 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
36,354
shares
|
$2.29 Million
0.61% of portfolio
|
Q4 2024
Added 18.01%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
35,644
shares
|
$2.24 Million
0.73% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
35,450
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
35,343
shares
|
$2.22 Million
0.16% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
35,260
shares
|
$2.22 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
35,024
shares
|
$2.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
34,900
shares
|
$2.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,828
shares
|
$2.19 Million
0.06% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Feb 04, 2025 Q4 2024 |
34,738
shares
|
$2.19 Million
1.16% of portfolio
|
Q4 2024
New holding
|