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 751 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
29,672
shares
|
$1.85 Million
1.52% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
29,652
shares
|
$1.85 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
29,425
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.4%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
29,262
shares
|
$1.82 Million
0.78% of portfolio
|
Q4 2024
Added 30.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
28,881
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
28,758
shares
|
$1.79 Million
0.44% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
28,412
shares
|
$1.77 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,370
shares
|
$1.77 Million
0.64% of portfolio
|
Q2 2022
Added 59.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
28,156
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
27,163
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
27,161
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
26,983
shares
|
$1.68 Million
1.56% of portfolio
|
Q3 2024
Reduced 64.45%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
26,712
shares
|
$1.67 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,645
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2024
Added 7.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
25,882
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2023
Added 3.94%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,676
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
25,291
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
24,891
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2022
Added 7.69%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
24,515
shares
|
$1.53 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
24,337
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 82.63%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
24,294
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
24,268
shares
|
$1.51 Million
0.34% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
24,129
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,928
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|