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 813 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
33,607
shares
|
$2.57 Million
0.83% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
33,289
shares
|
$2.54 Million
0.25% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,158
shares
|
$2.53 Million
3.15% of portfolio
|
Q1 2023
Reduced 69.37%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
33,052
shares
|
$2.52 Million
1.26% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
32,899
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
32,892
shares
|
$2.51 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
32,714
shares
|
$2.5 Million
0.29% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
32,608
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
32,527
shares
|
$2.48 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
32,223
shares
|
$2.46 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
31,221
shares
|
$2.38 Million
0.11% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
31,216
shares
|
$2.38 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
31,184
shares
|
$2.38 Million
1.08% of portfolio
|
Q2 2022
Added 6.74%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
31,079
shares
|
$2.37 Million
0.94% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
30,910
shares
|
$2.36 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
30,908
shares
|
$2.36 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
30,785
shares
|
$2.35 Million
0.58% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
30,756
shares
|
$2.35 Million
0.1% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
30,667
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
30,459
shares
|
$2.33 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
30,459
shares
|
$2.33 Million
0.83% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
29,747
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,392
shares
|
$2.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 91.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
29,165
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Added 115.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,831
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|