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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
23,680
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
23,593
shares
|
$1.47 Million
1.15% of portfolio
|
Q3 2024
Added 36.62%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
23,360
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
23,215
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
23,149
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
23,132
shares
|
$1.44 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
22,821
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,735
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
22,374
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
22,221
shares
|
$1.39 Million
0.53% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,113
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
22,088
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2024
Reduced 31.55%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
21,949
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
21,394
shares
|
$1.33 Million
0.29% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
21,051
shares
|
$1.31 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
21,035
shares
|
$1.31 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
21,030
shares
|
$1.31 Million
1.28% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
20,766
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
20,645
shares
|
$1.29 Million
1.38% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
20,495
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
20,397
shares
|
$1.27 Million
0.47% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
20,159
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,133
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
19,646
shares
|
$1.23 Million
0.12% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
19,394
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|